13F Pro

Hedge Funds Similar to Voya Financial Advisors,

13F Portfolio OverlapQ1 2026Voya Financial Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Voya Financial Advisors, Inc. is an institutional investor managing $1.0B across 209 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 Voya Financial Advisors, are Five Pine Wealth, Blankinship & Foster,, Mullooly Asset ,, with shared positions in $MKL, $SCHW, $COP, $KKR, $PM, $GSK. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive
Substantial overlap · 3 shared positions
$MKL$SCHW$COP
$161M
47 positions
#2Blankinship & Foster, LLCSmart money
Substantial overlap · 4 shared positions
$MKL$KKR$PM$GSK
$452M
75 positions
#3Mullooly Asset Management, Inc.Active
Substantial overlap · 3 shared positions
$MKL$LMT$KKR
$271M
51 positions
#4DEFINE FINANCIAL, LLCSmart money
Substantial overlap · 3 shared positions
$MKL$SCHW$BDX
$184M
41 positions
#5MilWealth Group LLCSmart money
Substantial overlap · 4 shared positions
$MKL$KKR$OMC$COP
$420M
81 positions
#6Strid Group, LLCSmart money
Substantial overlap · 4 shared positions
$MKL$PM$CCZ$COP
$807M
85 positions
#75th Street Advisors, LLCActive
Substantial overlap · 3 shared positions
$MKL$__PARK_1390777$ENB
$232M
52 positions
#8Glassman Wealth ServicesSmart money
Notable overlap · 3 shared positions
$MKL$KKR$SCHW
$736M
187 positions
#9Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$KKR$COP
$127M
57 positions
#10MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 4 shared positions
$MKL$NVS$LMT$COP
$240M
234 positions
#11Sage Financial Management Group, Inc.Active
Notable overlap · 3 shared positions
$MKL$KKR$COP
$325M
57 positions
#12FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$SCHW$COP
$342M
115 positions
#13CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$MKL$KKR$BDX$COP
$648M
134 positions
#14TL Private WealthSmart money
Notable overlap · 4 shared positions
$MKL$LMT$COP$MDT
$253M
44 positions
#15LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$MKL$SCHW$WFC
$182M
136 positions
#16Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$MKL$KKR$COP$SCHW
$382M
55 positions
#17Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 10 shared positions
$MKL$COP$PM$SCHW$BKNG$AMAT
$578M
118 positions
#18Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$SCHW$AMAT
$155M
74 positions
#19VERITY Wealth AdvisorsActive
Notable overlap · 3 shared positions
$MKL$SCHW$COP
$150M
81 positions
#20Kestra Investment Management, LLCActive
Notable overlap · 3 shared positions
$MKL$PM$SCHW
$5.8B
439 positions
#21Stony Point Wealth Management Inc.Passive
Notable overlap · 5 shared positions
$MKL$KKR$SCHW$PM$LMT
$252M
96 positions
#22Lafayette Investments, Inc.Active
Notable overlap · 4 shared positions
$MKL$SCHW$LMT$SBUX
$494M
158 positions
#23OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$MKL$SCHW$COP$APD
$1.9B
197 positions
#24BARR E S & COActive
Notable overlap · 3 shared positions
$MKL$SCHW$WFC
$1.7B
108 positions
#25Diversified Trust CoActive
Notable overlap · 3 shared positions
$MKL$AMAT$PM
$5.4B
1,049 positions

Compare Voya Financial Advisors,’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 Voya Financial Advisors,’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.