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Hedge Funds Similar to Susquehanna Portfolio Strategies

13F Portfolio OverlapQ2 2026Susquehanna Portfolio Strategies portfolio →
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Most similar hedge funds by 13F overlap

Susquehanna Portfolio Strategies, LLC is an institutional investor managing $6.3B across 833 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 Susquehanna Portfolio Strategies are Phillips Wealth Planners, DoubleLine ETF Adviser, JOURNEY RETIREMENT PLANNING & INVESTMENT, with shared positions in $PM, $WMB, $TJX, $MDT, $AMGN, $SBUX. The full ranking of 25 similar funds is below.

#1Phillips Wealth Planners LLCPassive
Notable overlap · 9 shared positions
$PM$WMB$TJX$MDT$AMGN$SBUX
$136M
217 positions
#2DoubleLine ETF Adviser LPPassive
Some overlap · 8 shared positions
$PM$PLD$EQIX$MNST$CL$AMGN
$242M
170 positions
#3JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$PM$MNST$MDT$CVS$APD$SBUX
$128M
154 positions
#4ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 8 shared positions
$SHW$WMB$DVN$KMI$TRGP$APD
$763M
51 positions
#5apricus wealth, LLCPassive
Some overlap · 8 shared positions
$MDT$DVN$CI$AMGN$KMI$EXE
$210M
129 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$MDT$PLD$TMUS$TJX$KMI$VRTX
$767M
184 positions
#7BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$MDT$PM$SBUX$AMGN$KMI$COR
$515M
142 positions
#8Oak Harvest Investment ServicesPassive
Some overlap · 7 shared positions
$PM$SBUX$CI$AMGN$KMI$MCD
$1.1B
168 positions
#9ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 7 shared positions
$PM$PLD$EQIX$KMI$DLR$VTR
$102M
87 positions
#10Hardworking Capital Advisors, LLCActive
Some overlap · 7 shared positions
$SBUX$MNST$CL$AMGN$TJX$AZO
$122M
84 positions
#11BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$MDT$PM$PLD$TJX$COR$DLR
$171M
116 positions
#12SWP Investment Management LLCPassive
Some overlap · 6 shared positions
$MDT$PM$PLD$TJX$COR$DLR
$145M
43 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MDT$PM$SBUX$PLD$CMI$MCD
$233M
122 positions
#14Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$PM$PLD$MDT$TJX$COR$DLR
$1.6B
1,462 positions
#15United Asset Strategies, Inc.Passive
Some overlap · 6 shared positions
$SBUX$PM$MNST$CL$AMGN$KMI
$1.4B
259 positions
#16ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$MDT$WMB$EQIX$TJX$AMGN$CMI
$460M
220 positions
#17Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PM$SBUX$PLD$TJX$AMGN$MCD
$334M
127 positions
#18Core Alternative CapitalPassive
Some overlap · 6 shared positions
$SHW$DVN$MDT$TJX$APD$MCD
$334M
201 positions
#19Kinsale Capital Group, Inc.Active
Some overlap · 6 shared positions
$SHW$PM$WMB$AMGN$AZO$MCD
$754M
41 positions
#20Smart Portfolios, LLC
Some overlap · 6 shared positions
$SBUX$TMUS$CL$AMGN$APD$MCD
$100M
99 positions
#21Compass Wealth Management LLCPassive
Some overlap · 6 shared positions
$SBUX$WMB$TJX$MDT$APD$NUE
$528M
167 positions
#22Savoir Faire Capital Management, L.P.Active
Some overlap · 6 shared positions
$PM$MNST$TJX$CL$AZO$MCD
$161M
43 positions
#23CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 6 shared positions
$PLD$WMB$EQIX$DLR$TRGP$VTR
$7.2B
101 positions
#24DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$PLD$WMB$EQIX$DLR$TRGP$VTR
$10.6B
162 positions
#25CONNING INC.Passive
Some overlap · 6 shared positions
$SBUX$CI$CL$AMGN$CMI$MCD
$3.3B
327 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.