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 Interactive Financial Advisors

13F Portfolio OverlapQ1 2026Interactive Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Interactive Financial Advisors is an institutional investor managing $153M across 78 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 Interactive Financial Advisors are Madson Wealth Advisors, Juno Financial Group, American Financial Advisors,, with shared positions in $HUM, $SE, $IAU, $SOLV, $MS, $KKR. The full ranking of 25 similar funds is below.

#1Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$HUM $SE $IAU $SOLV $MS

$120M

84 positions

#2Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $SE $KKR $SAN

$255M

70 positions

#3American Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$HUM $APP $USB $SE $CTVA $SOLV

$750M

159 positions

#4Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $IAU $USB $KKR $SOLV $MS

$98M

68 positions

#5Sincerus Advisory, LLCActive

Notable overlap · 5 shared positions

$HUM $SE $USB $WT $IAU

$132M

76 positions

#6Wealth Care LLCActive

Notable overlap · 5 shared positions

$HUM $IAU $WT $CTVA $KKR

$113M

67 positions

#7Aznar Financial Advisors, LLC

Notable overlap · 4 shared positions

$HUM $SE $IAU $USB

$104M

31 positions

#8Strategic Financial Concepts, LLCPassive

Notable overlap · 6 shared positions

$HUM $USB $IAU $WT $SHW $MS

$405M

298 positions

#9Robertson Stephens Wealth Management, LLCActive

Notable overlap · 5 shared positions

$HUM $APP $USB $KKR $MS

$3.6B

615 positions

#10Snider Financial GroupPassive

Notable overlap · 3 shared positions

$HUM $SE $SHW

$331M

102 positions

#11Kraft, Davis & Associates, LLCPassive

Notable overlap · 5 shared positions

$HUM $SAN $WT $SHW $LEN

$469M

151 positions

#12Noble Family Wealth, LLCActive

Notable overlap · 7 shared positions

$HUM $CTVA $WT $SE $KKR $MS

$484M

76 positions

#13BLUELINE ADVISORS LLCActive

Notable overlap · 8 shared positions

$SE $CTVA $USB $WT $SHW $HUM

$129M

217 positions

#14WealthCare Investment Partners, LLCPassive

Notable overlap · 8 shared positions

$SE $SAN $IAU $WT $HUM $SHW

$360M

191 positions

#15DDFG, IncActive

Notable overlap · 4 shared positions

$HUM $SE $SLV $MS

$464M

86 positions

#16Creekside PartnersPassive

Notable overlap · 4 shared positions

$HUM $SE $APP $KKR

$243M

183 positions

#17Bigelow Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$HUM $IAU $USB $KKR $NEE

$250M

153 positions

#18MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 5 shared positions

$HUM $IAU $WT $SAN $SLV

$136M

80 positions

#1921 West Wealth Management LLCPassive

Some overlap · 4 shared positions

$HUM $USB $SE $KKR

$108M

63 positions

#20360 Financial, Inc.Active

Some overlap · 4 shared positions

$HUM $SAN $KKR $MS

$332M

80 positions

#21Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $IAU $KKR $USB $MS

$356M

180 positions

#22Stokes Family Office, LLCPassive

Some overlap · 4 shared positions

$HUM $SE $IAU $KKR

$969M

276 positions

#23Base Wealth Management LLCActive

Some overlap · 5 shared positions

$HUM $SAN $SOLV $NEE $KKR

$179M

60 positions

#24HOWARD FINANCIAL SERVICES, LTD.Passive

Some overlap · 3 shared positions

$HUM $APP $WT

$888M

223 positions

#25JT Stratford LLCPassive

Some overlap · 5 shared positions

$HUM $SE $USB $WT $SOLV

$786M

297 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.