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Hedge Funds Similar to Iron Financial,

13F Portfolio OverlapQ1 2026Iron Financial, portfolio →
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Most similar hedge funds by 13F overlap

Iron Financial, LLC is an institutional investor managing $229M across 145 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 Iron Financial, are Fort Sheridan Advisors, Brentview Investment, Miramar ,, with shared positions in $CME, $OKE, $HUM, $CBOE, $TJX, $PM. The full ranking of 25 similar funds is below.

#1Fort Sheridan Advisors LLCPassive
Notable overlap · 4 shared positions
$CME$OKE$HUM$CBOE
$828M
282 positions
#2Brentview Investment Management LLCPassive
Notable overlap · 4 shared positions
$CME$CBOE$TJX$PM
$231M
63 positions
#3Miramar Capital, LLCPassive
Notable overlap · 3 shared positions
$OKE$CME$HUM
$449M
56 positions
#4Embree Financial GroupPassive
Some overlap · 4 shared positions
$OKE$CME$CBOE$HUM
$849M
265 positions
#5CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$CME$TJX$PM
$5.0B
55 positions
#6Bulwark Capital CorpActive
Some overlap · 5 shared positions
$OKE$RELX$HUM$COP$PM
$162M
100 positions
#7First Washington CORPActive
Some overlap · 4 shared positions
$CME$CBOE$BRZE$CRWD
$353M
50 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CME$OKE$PM
$220M
148 positions
#9Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$CME$PM$COP
$4.1B
30 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$OKE$CME$GMM
$253M
126 positions
#11Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$CME$CBOE$COP
$215M
125 positions
#12TABR Capital Management, LLCActive
Some overlap · 3 shared positions
$OKE$BRZE$CIEN
$109M
54 positions
#13IAG Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$OKE$HUM$GMM
$896M
509 positions
#14Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$OKE$BRZE$RELX
$145M
98 positions
#15Good Steward Wealth Advisors,LLCPassive
Some overlap · 3 shared positions
$OKE$BRZE$COP
$156M
68 positions
#16PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$CME$CBOE$TJX
$193M
112 positions
#17MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$RELX$GMM$PM$BRZE
$114M
77 positions
#18Oakmont Advisory Group, LLCPassive
Some overlap · 3 shared positions
$RELX$HUM$COP
$98M
119 positions
#19COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 3 shared positions
$OKE$BRZE$HUM
$489M
161 positions
#20Able Wealth Management LLCPassive
Some overlap · 5 shared positions
$RELX$SOLV$SHOP$GMM$HUM
$374M
138 positions
#21Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$RELX$BRZE$GMM
$589M
138 positions
#22Kensington Asset Management, LLCSmart money
Some overlap · 3 shared positions
$OKE$GMM$COP
$1.9B
41 positions
#23Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$OKE$PM$SHOP
$154M
64 positions
#24Snider Financial GroupPassive
Some overlap · 3 shared positions
$RELX$HUM$CRWD
$331M
102 positions
#25Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$OKE$HUM$BRZE$TJX$PM
$450M
187 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.