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 Friedenthal Financial

13F Portfolio OverlapQ1 2026Friedenthal Financial portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Friedenthal Financial is an institutional investor managing $217M across 254 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 Friedenthal Financial are Powers Advisory Group,, Transcendent Group, JBGlobal.com, with shared positions in $WT, $USB, $COP, $CL, $COHR, $MU. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Some overlap · 4 shared positions

$WT $USB $COP $CL

$284M

125 positions

#2Transcendent Capital Group LLCPassive

Some overlap · 4 shared positions

$WT $USB $COP $COHR

$219M

112 positions

#3JBGlobal.com LLCActive

Some overlap · 3 shared positions

$WT $USB $COP

$102M

27 positions

#4BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$WT $USB $COP

$129M

217 positions

#5Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 3 shared positions

$WT $USB $COP

$153M

344 positions

#6Marion Wealth ManagementPassive

Some overlap · 3 shared positions

$WT $USB $COP

$451M

146 positions

#7WESCAP Management Group, Inc.Active

Some overlap · 3 shared positions

$WT $USB $COP

$508M

107 positions

#8Napier Financial, LLCPassive

Some overlap · 3 shared positions

$WT $USB $COP

$436M

609 positions

#9Lauer Wealth, LLCActive

Some overlap · 4 shared positions

$WT $USB $COP $MU

$126M

67 positions

#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Some overlap · 3 shared positions

$WT $USB $LRCX

$1.3B

143 positions

#11RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$WT $USB $WELL

$980M

179 positions

#12EVOLUTION WEALTH MANAGEMENT INC.Passive

Some overlap · 3 shared positions

$WT $EH $LRCX

$137M

852 positions

#13Rice Partnership, LLCActive

Some overlap · 5 shared positions

$WT $MU $USB $WELL $FCX

$732M

178 positions

#14ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$WT $COP $DTB $CMI

$228M

90 positions

#15WIN ADVISORS, INCPassive

Some overlap · 4 shared positions

$WT $LRCX $WDC $FCX

$219M

78 positions

#16Williams Financial, LLCSmart money

Some overlap · 3 shared positions

$WT $USB $SYY

$172M

25 positions

#17GFS Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $USB $IBKR $PH

$785M

159 positions

#18BCM ADVISORS, LLCActive

Some overlap · 4 shared positions

$WT $CL $PH $COP

$507M

78 positions

#19Axis Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $COP $TKO $USB

$188M

174 positions

#20Clearwater Capital Advisors, LLCActive

Some overlap · 3 shared positions

$WT $USB $COP

$1.2B

177 positions

#21Meridian Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $COP $USB

$183M

141 positions

#22CLG LLCActive

Some overlap · 3 shared positions

$WT $USB $LRCX

$403M

134 positions

#23Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Some overlap · 5 shared positions

$USB $WT $COP $CMI $LRCX

$5.8B

996 positions

#24Causey Wealth LLCPassive

Some overlap · 3 shared positions

$WT $USB $COP

$236M

81 positions

#25COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 3 shared positions

$WT $COP $MU

$157M

92 positions

Compare Friedenthal Financial’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 Friedenthal Financial’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.