How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to PHILLIPS FINANCIAL ,

13F Portfolio OverlapQ1 2026PHILLIPS FINANCIAL , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PHILLIPS FINANCIAL MANAGEMENT, LLC is an institutional investor managing $1.4B across 283 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PHILLIPS FINANCIAL , are White Lighthouse Investment, FIDUCIARY ADVISORS,, WealthCollab,, with shared positions in $BRZE, $IAU, $DHR, $USB, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 10 shared positions

$BRZE $IAU $DHR $USB $UNIT $SCHW

$721M

145 positions

#2FIDUCIARY ADVISORS, INC.Active

Notable overlap · 7 shared positions

$BRZE $DHR $UNIT $MKL $USB $COP

$133M

121 positions

#3WealthCollab, LLCPassive

Notable overlap · 10 shared positions

$BRZE $DHR $SCHW $SNOW $MKL $IAU

$243M

977 positions

#4Verus Financial Partners, Inc.Smart money

Notable overlap · 8 shared positions

$BRZE $UNIT $DHR $NKE $MKL $SNOW

$1.1B

121 positions

#5Family CFO IncActive

Notable overlap · 7 shared positions

$BRZE $UNIT $NKE $USB $MKL $SCHW

$223M

41 positions

#6CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 11 shared positions

$BRZE $NKE $SCHW $MKL $UNIT $DHR

$532M

162 positions

#7CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $DHR $USB $SCHW $MKL

$324M

77 positions

#8GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$BRZE $DHR $UNIT $MKL $DDOG

$128M

42 positions

#9Clarity Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$BRZE $UNIT $USB $SCHW $SNOW $NKE

$215M

95 positions

#10Downshift Financial, LLCActive

Notable overlap · 7 shared positions

$BRZE $DHR $SNOW $UNIT $COP $DDOG

$193M

77 positions

#11Sagace Wealth Management LLCPassive

Notable overlap · 6 shared positions

$BRZE $IAU $USB $UNIT $SNOW $COP

$149M

70 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$BRZE $IAU $MKL $DHR $COP $DDOG

$578M

118 positions

#13Manuka Financial, LLCActive

Notable overlap · 7 shared positions

$BRZE $DHR $SNOW $UNIT $DDOG $MKL

$162M

56 positions

#14Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $UNIT $IAU $SNOW $COP $DHR

$2.9B

367 positions

#15MontVue Capital Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $DHR $MKL $SCHW

$147M

67 positions

#16Standpoint Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$412M

8 positions

#17Valpey Financial Services, LLCPassive

Notable overlap · 6 shared positions

$BRZE $UNIT $MKL $SNOW $DHR $USB

$154M

75 positions

#18Glass Jacobson Investment Advisors llcPassive

Notable overlap · 10 shared positions

$IAU $UNIT $NKE $USB $DHR $SNOW

$290M

607 positions

#19Pacific Park Financial, Inc.Active

Notable overlap · 7 shared positions

$DHR $IAU $BRZE $SNOW $COP $DDOG

$153M

73 positions

#20Altiora Financial Group, LLCActive

Notable overlap · 7 shared positions

$BRZE $IAU $NKE $SNOW $DDOG $COP

$607M

110 positions

#21Capstone Financial Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $DHR $DDOG

$1.9B

187 positions

#22Towneley Capital Management, Inc / DESmart money

Notable overlap · 7 shared positions

$BRZE $IAU $SNOW $COP $DDOG $MKL

$478M

42 positions

#23Orcam Financial GroupSmart money

Notable overlap · 6 shared positions

$BRZE $USB $MKL $IAU $COP $DDOG

$141M

62 positions

#2425 LLCActive

Notable overlap · 5 shared positions

$BRZE $UNIT $USB $NKE $DDOG

$324M

69 positions

#25Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $MKL

$1.3B

208 positions

Compare PHILLIPS FINANCIAL ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PHILLIPS FINANCIAL ,’s holdings

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.