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Hedge Funds Similar to YOUNGS ADVISORY GROUP

13F Portfolio OverlapQ3 2026YOUNGS ADVISORY GROUP portfolio →
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Most similar hedge funds by 13F overlap

YOUNGS ADVISORY GROUP, INC. is an institutional investor managing $320M across 71 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to YOUNGS ADVISORY GROUP are OFS Enterprise, LCM, CUMBERLAND ADVISORS, with shared positions in $MDY, $PNC, $MCD, $DIS, $PEP, $PFE. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Notable overlap · 3 shared positions
$MDY$PNC$MCD
$382M
104 positions
#2LCM Capital Management IncActive
Notable overlap · 4 shared positions
$MDY$DIS$MCD$PEP
$235M
125 positions
#3CUMBERLAND ADVISORS INCActive
Notable overlap · 3 shared positions
$MDY$DIS$PFE
$284M
49 positions
#4Conservest Capital Advisors, Inc.Active
Notable overlap · 3 shared positions
$MDY$ET$PNC
$1.3B
132 positions
#5Orgel Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NOTV$MDY$PEP
$5.3B
111 positions
#6Clear Point Advisors Inc.Passive
Notable overlap · 3 shared positions
$MDY$ET$DIS
$113M
93 positions
#7Corsicana & Co.Passive
Notable overlap · 4 shared positions
$MDY$APD$ET$PEP
$206M
309 positions
#8TSG Advice Partners, LLC
Notable overlap · 4 shared positions
$MDY$MCD$PFE$PEP
$667M
135 positions
#9Hills Bank & Trust CoActive
Notable overlap · 3 shared positions
$MDY$MCD$PEP
$2.3B
383 positions
#10Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$DIS$PFE
$418M
232 positions
#11Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$APD$PEP
$122M
92 positions
#12ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$PEP
$248M
96 positions
#13Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$PNC$DIS
$241M
98 positions
#14TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$PEP
$288M
94 positions
#15DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$PNC$DIS
$445M
204 positions
#16LAM GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$PFE$DIS$MCD
$199M
137 positions
#17Socorro Asset Management LPActive
Some overlap · 4 shared positions
$APD$PNC$DIS$PFE
$223M
33 positions
#18Franklin, Parlapiano, Turner & Welch, LLCActive
Some overlap · 3 shared positions
$APD$PEP$MCD
$442M
55 positions
#19VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$APD$DIS$MCD
$35.1B
90 positions
#20STALEY CAPITAL ADVISERS INCActive
Some overlap · 4 shared positions
$APD$MDY$DIS$PFE
$2.6B
193 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$APD$PNC$MCD$PEP
$108M
52 positions
#22G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$PEP
$345M
157 positions
#23Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$DIS$PEP
$319M
146 positions
#24SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APD$ET$MCD$PEP
$208M
56 positions
#25SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 4 shared positions
$APD$MDY$MCD$PEP
$2.0B
194 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.