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Hedge Funds Similar to NewEdge Advisors,

13F Portfolio OverlapQ1 2026NewEdge Advisors, portfolio →
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Most similar hedge funds by 13F overlap

NewEdge Advisors, LLC is an institutional investor managing $2.2B across 1,217 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 NewEdge Advisors, are AMERICAN FINANCIAL & TAX STRATEGIES, THEORY FINANCIAL, Brooklyn FI,, with shared positions in $SE, $DDOG, $UNIT, $WT, $GMM, $KO. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 7 shared positions
$SE$DDOG$UNIT$WT$GMM$KO
$206M
97 positions
#2THEORY FINANCIAL LLCPassive
Some overlap · 6 shared positions
$SE$UNIT$WT$DDOG$GMM$BRZE
$285M
94 positions
#3Brooklyn FI, LLCActive
Some overlap · 6 shared positions
$SE$GMM$DDOG$UNIT$BRZE$USB
$476M
78 positions
#4Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$SE$GMM$DDOG$WT$USB
$238M
108 positions
#5Shakespeare Wealth Management, LLCActive
Some overlap · 6 shared positions
$SE$UNIT$WT$DDOG$SHW$FITB
$422M
98 positions
#6Foster Group, Inc.Active
Some overlap · 6 shared positions
$SE$DDOG$UNIT$DOV$DIA$USB
$3.4B
284 positions
#7Partners in Financial PlanningActive
Some overlap · 6 shared positions
$DDOG$UNIT$SE$GMM$USB$BRZE
$603M
122 positions
#8LifePlan Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$DDOG$UNIT$SE$TXN$IBM
$254M
122 positions
#9Sunflower Bank, N.A.Active
Some overlap · 5 shared positions
$EMR$DDOG$KO$UNP$BRZE
$392M
155 positions
#10Schwallier Wealth Management LLCActive
Some overlap · 4 shared positions
$GMM$WT$DDOG$UNIT
$137M
58 positions
#11Financial Harvest, LLCActive
Some overlap · 6 shared positions
$SE$WT$IBM$KO$DOV$FITB
$170M
57 positions
#12Cornerstone Wealth Management, LLCPassive
Some overlap · 10 shared positions
$DIA$WT$IBM$KO$SHW$UNIT
$2.0B
712 positions
#13Shoker Investment Counsel, Inc.Active
Some overlap · 8 shared positions
$SE$EMR$SO$TXN$UNP$USB
$337M
109 positions
#14Welch Group, LLCPassive
Some overlap · 5 shared positions
$EMR$IBM$SO$KO$TXN
$2.7B
310 positions
#15Evanson Asset Management, LLCActive
Some overlap · 7 shared positions
$DDOG$WT$DOV$BRZE$UNIT$OKE
$1.9B
321 positions
#16Wrenne Financial Planning LLCSmart money
Some overlap · 5 shared positions
$GMM$DDOG$UNIT$BRZE$WT
$255M
49 positions
#17Traveka Wealth, LLCPassive
Some overlap · 7 shared positions
$SE$UNIT$KO$EMR$BRZE$UNP
$262M
186 positions
#18Roan Capital PartnersPassive
Some overlap · 4 shared positions
$SE$GMM$WT$DDOG
$108M
77 positions
#19CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SE$GMM$IBM$TXN
$971M
146 positions
#20Envision Financial LLCActive
Some overlap · 5 shared positions
$DDOG$UNIT$WT$USB$FND
$186M
46 positions
#21MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$EMR$IBM$UNIT
$240M
234 positions
#22CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$DDOG$DOV$SE$TXN$IBM$OKE
$157M
130 positions
#23Cherry Tree Wealth Management, LLCPassive
Some overlap · 6 shared positions
$DDOG$UNIT$WT$EMR$BRZE$USB
$473M
582 positions
#24LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$EMR$IBM$KO$TXN$BA$USB
$533M
126 positions
#25Integrity Wealth Solutions LLCPassive
Some overlap · 7 shared positions
$GMM$UNIT$DDOG$BRZE$SE$DOV
$255M
130 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.