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 Nadler Financial Group,

13F Portfolio OverlapQ1 2026Nadler Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Nadler Financial Group, Inc. is an institutional investor managing $1.0B across 135 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 Nadler Financial Group, are Stablepoint Partners,, First Financial Group, Pinnacle Financial Group, / IL, with shared positions in $COF, $IAU, $MCD, $T, $WT, $HUM. The full ranking of 25 similar funds is below.

#1Stablepoint Partners, LLCPassive

Slight overlap · 4 shared positions

$COF $IAU $MCD $T

$673M

260 positions

#2First Financial Group CorpActive

Slight overlap · 4 shared positions

$IAU $WT $COF $HUM

$122M

80 positions

#3Pinnacle Financial Group, LLC / ILPassive

Slight overlap · 5 shared positions

$IAU $WT $MCD $HUM $SHOP

$365M

111 positions

#4Well Done, LLCActive

Slight overlap · 5 shared positions

$IAU $WT $HUM $MCD $ABT

$681M

197 positions

#5OneDigital Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$IAU $WT $MCD $HUM

$10.2B

1,462 positions

#6JNBA Financial AdvisorsActive

Slight overlap · 4 shared positions

$IAU $WT $HUM $MCD

$1.2B

819 positions

#7WealthCare Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$IAU $WT $HUM $T

$360M

191 positions

#8MUIRFIELD WEALTH ADVISORS LLCPassive

Slight overlap · 4 shared positions

$IAU $WT $HUM $T

$136M

80 positions

#9Kaydan Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$IAU $WT $HUM $T

$299M

109 positions

#10Stratos Wealth Partners, LTD.Passive

Slight overlap · 4 shared positions

$IAU $WT $MCD $HUM

$8.8B

1,619 positions

#11Sterling Financial Planning, Inc.Active

Slight overlap · 4 shared positions

$IAU $WT $HUM $ABT

$337M

117 positions

#12Trademark Financial Management, LLCPassive

Slight overlap · 4 shared positions

$IAU $WT $HUM $SHOP

$204M

102 positions

#13CAPE ANN SAVINGS BANKPassive

Slight overlap · 3 shared positions

$IAU $WT $MCD

$199M

121 positions

#14Financial Harvest, LLCActive

Slight overlap · 3 shared positions

$IAU $WT $MCD

$170M

57 positions

#15Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$IAU $WT $MCD

$1.2B

262 positions

#16MBA Advisors LLCPassive

Slight overlap · 3 shared positions

$IAU $WT $MCD

$260M

146 positions

#17Vantage Point Financial LLCPassive

Slight overlap · 3 shared positions

$IAU $WT $MCD

$285M

176 positions

#18Arta Finance Wealth Management LLCPassive

Slight overlap · 4 shared positions

$IAU $WT $T $SIVR

$202M

95 positions

#19tru Independence LLCPassive

Slight overlap · 4 shared positions

$COF $WT $MCD $HUM

$202M

102 positions

#20Permanens Capital L.P.Smart money

Slight overlap · 4 shared positions

$IAU $WT $COF $SHOP

$776M

88 positions

#21EVOLVE PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$IAU $COF $WT

$1.9B

994 positions

#22Destination Wealth ManagementPassive

Slight overlap · 4 shared positions

$COF $WT $MCD $ABT

$3.9B

327 positions

#23Generation Capital Management LLCPassive

Slight overlap · 3 shared positions

$IAU $COF $MCD

$137M

74 positions

#24WESCAP Management Group, Inc.Active

Slight overlap · 3 shared positions

$IAU $WT $HUM

$508M

107 positions

#25AVAII WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$IAU $WT $HUM

$287M

158 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.