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Hedge Funds Similar to Strategic Investment Advisors / MI

13F Portfolio OverlapQ2 2026Strategic Investment Advisors / MI portfolio →
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Most similar hedge funds by 13F overlap

Strategic Investment Advisors / MI is an institutional investor managing $1.7B across 398 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Strategic Investment Advisors / MI are Center For Asset, ASSETMARK, Sanchez Gaunt, with shared positions in $KLAC, $SYF, $UTHR, $MO, $NEM, $VZ. The full ranking of 25 similar funds is below.

#1Center For Asset Management LLCPassive
Notable overlap · 16 shared positions
$KLAC$SYF$UTHR$MO$NEM$VZ
$225M
151 positions
#2ASSETMARK, INCPassive
Notable overlap · 16 shared positions
$KLAC$SYF$UTHR$NEM$T$MO
$58.2B
3,558 positions
#3Sanchez Gaunt Capital Management, LLCPassive
Notable overlap · 10 shared positions
$SYF$UTHR$NEM$KLAC$T$WDC
$179M
189 positions
#4TFB Advisors LLCPassive
Notable overlap · 10 shared positions
$UTHR$SYF$NEM$T$WDC$KLAC
$227M
190 positions
#5REXFORD CAPITAL INCPassive
Some overlap · 7 shared positions
$KLAC$WDC$UAL$MO$AMGN$RCL
$163M
301 positions
#6Pacer Advisors, Inc.Passive
Some overlap · 6 shared positions
$MO$NEM$VZ$T$UAL$F
$39.3B
2,614 positions
#7McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$KLAC$MO$VZ$T$F
$254M
87 positions
#8LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$VZ$T$MO$UAL$NEM$CFG
$55.1B
889 positions
#9WINNOW WEALTH LLCPassive
Some overlap · 6 shared positions
$UTHR$MO$VZ$FOX$EXEL$CF
$147M
137 positions
#10KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 5 shared positions
$COHR$VZ$T$MO$AMGN
$214M
185 positions
#11Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$KLAC$MO$VZ$WDC$PM
$259M
118 positions
#12Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$MO$NEM$VZ$T$AMGN
$882M
88 positions
#13AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MO$VZ$T$NEM$F
$197M
140 positions
#14Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$KLAC$COHR$NEM$WDC
$427M
309 positions
#15PCB Capital LLCPassive
Some overlap · 5 shared positions
$KLAC$VZ$T$WSM$PM
$82M
114 positions
#16Mount Lucas Management LPPassive
Some overlap · 5 shared positions
$NEM$T$VZ$UAL$F
$281M
166 positions
#17PeakShares LLCActive
Some overlap · 4 shared positions
$KLAC$MO$VZ$WDC
$134.4B
122 positions
#18CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$MO$NEM$VZ$T$PM
$191M
102 positions
#19American Alpha Advisors, LLCPassive
Some overlap · 6 shared positions
$MO$NEM$UAL$F$AMGN$T
$185M
95 positions
#20UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$MO$VZ$WDC$UTHR$CFG
$863M
423 positions
#21Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$T$VZ$MO
$238M
149 positions
#22John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$KLAC$MO$VZ$T
$115M
39 positions
#23Wakefield Asset Management LLLPPassive
Some overlap · 4 shared positions
$COHR$NEM$WDC$EXEL
$444M
225 positions
#24Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$MO$VZ$T$F$CF
$226M
45 positions
#25Persistent Asset Partners LtdPassive
Some overlap · 4 shared positions
$KLAC$UTHR$WDC$F
$335M
818 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.