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Hedge Funds Similar to PHILLIPS FINANCIAL

13F Portfolio OverlapQ2 2026PHILLIPS FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

PHILLIPS FINANCIAL MANAGEMENT, LLC is an institutional investor managing $1.4B across 291 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 PHILLIPS FINANCIAL are Palisades Hudson Asset, Pettinga Financial Advisors, Alaethes Wealth, with shared positions in $IAU, $STLD, $KLAC, $DE, $SLV, $ONB. The full ranking of 25 similar funds is below.

#1Palisades Hudson Asset Management, L.P.Active
Some overlap · 5 shared positions
$IAU$STLD$KLAC$DE$SLV
$286M
108 positions
#2Pettinga Financial Advisors LLCActive
Some overlap · 5 shared positions
$IAU$ONB$SLV$IBIT$DE
$624M
156 positions
#3Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$IAU$WMB$DE$KLAC
$345M
111 positions
#4DMC Group, LLCPassive
Some overlap · 4 shared positions
$IAU$STLD$LNC$KLAC
$146M
128 positions
#5Discipline Wealth Solutions, LLCActive
Slight overlap · 4 shared positions
$IAU$SLV$DE$IBIT
$1.1B
197 positions
#6SageGuard Financial Group, LLCPassive
Slight overlap · 3 shared positions
$IAU$STLD$SLV
$712M
211 positions
#7Copia Wealth ManagementPassive
Slight overlap · 4 shared positions
$IAU$SLV$DE$IBIT
$166M
570 positions
#8Alamea Verwaltungs GmbHActive
Slight overlap · 4 shared positions
$WMB$SLV$KLAC$IBIT
$125M
73 positions
#9TENET WEALTH PARTNERS, LLCActive
Slight overlap · 4 shared positions
$IAU$DE$KLAC$IBIT
$134M
101 positions
#10Greenline Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$WMB$DE
$983M
149 positions
#11REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$WMB$DE
$760M
229 positions
#12PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$IAU$STLD$KLAC
$462M
86 positions
#13LAFFER TENGLER INVESTMENTS, INC.Passive
Slight overlap · 3 shared positions
$STLD$WMB$DE
$782M
179 positions
#14Apeiron RIA LLCActive
Slight overlap · 3 shared positions
$IAU$ATO$IBIT
$390M
162 positions
#15Security Financial Services, INC.Active
Slight overlap · 3 shared positions
$IAU$STLD$SLV
$721M
203 positions
#16SPINNAKER TRUSTActive
Slight overlap · 3 shared positions
$IAU$STLD$DE
$2.1B
309 positions
#17Gibson Capital, LLCSmart money
Slight overlap · 4 shared positions
$IAU$IBIT$SLV$KLAC
$610M
94 positions
#18Stonehearth Capital Management, LLCActive
Slight overlap · 4 shared positions
$STLD$SLV$KLAC$DE
$293M
94 positions
#19WEALTHSPAN PARTNERS, LLCActive
Slight overlap · 3 shared positions
$IAU$SLV$DE
$317M
129 positions
#20Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$SLV$KLAC
$819M
339 positions
#21RiverGlades Family Offices LLCActive
Slight overlap · 3 shared positions
$IAU$SLV$KLAC
$218M
108 positions
#22Eagle Strategies LLCPassive
Slight overlap · 3 shared positions
$IAU$SLV$KLAC
$1.0B
273 positions
#23Foundations Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$WMB$IBIT
$9.7B
1,202 positions
#24New England Professional Planning Group Inc.Smart money
Slight overlap · 3 shared positions
$IAU$SLV$DE
$268M
50 positions
#25Barnes Dennig Private Wealth Management LLCPassive
Slight overlap · 4 shared positions
$SLV$DE$KLAC$IAU
$125M
365 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.