13F Pro

Hedge Funds Similar to Ausdal Financial Partners,

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

Most similar hedge funds by 13F overlap

Ausdal Financial Partners, Inc. is an institutional investor managing $2.3B across 985 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 Ausdal Financial Partners, are Clear Creek Financial ,, IAM Advisory,, CPWA,, with shared positions in $WT, $LEN, $REGN, $SHW, $MU, $PLTR. The full ranking of 25 similar funds is below.

#1Clear Creek Financial Management, LLCPassive
Some overlap · 6 shared positions
$WT$LEN$REGN$SHW$MU$PLTR
$1.3B
608 positions
#2IAM Advisory, LLCActive
Some overlap · 6 shared positions
$WT$SHW$REGN$AMD$PLTR$PANW
$446M
95 positions
#3CPWA, LLCPassive
Some overlap · 5 shared positions
$WT$REGN$SHW$AMD$MU
$84M
90 positions
#4Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 4 shared positions
$WT$REGN$BAH$MAR
$381M
163 positions
#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$WT$REGN$BAR$NOW
$206M
97 positions
#6Lunt Capital Management, Inc.Active
Some overlap · 5 shared positions
$WT$REGN$XYZ$PANW$MAR
$260M
97 positions
#7Eaton Financial Holdings Company, LLCPassive
Some overlap · 6 shared positions
$WT$BAH$PHYS$PLTR$XYZ$MU
$305M
125 positions
#8GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 4 shared positions
$WT$BAH$REGN$SHW
$5.5B
999 positions
#9SFM, LLCActive
Some overlap · 5 shared positions
$WT$BAH$SHW$NOW$MAR
$165M
63 positions
#10GPS Wealth Strategies Group, LLC
Some overlap · 6 shared positions
$WT$SHW$NOW$PLTR$MAR$AMD
$117M
582 positions
#11OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$WT$REGN$BAH
$110M
68 positions
#12Sonoma Allocations LLCPassive
Some overlap · 7 shared positions
$WT$AMD$XYZ$NOW$REGN$LEN
$290M
145 positions
#13COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 5 shared positions
$WT$LEN$PHYS$REGN$MU
$157M
92 positions
#14Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$WT$REGN$XYZ$PLTR
$114M
84 positions
#15CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$WT$REGN$SHW$MAR
$149M
96 positions
#16Fortune Financial Group, Inc.Active
Some overlap · 3 shared positions
$WT$REGN$LEN
$111M
84 positions
#17Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$WT$BAH$LEN
$277M
118 positions
#18Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 7 shared positions
$WT$LEN$BAH$SHW$PLTR$MU
$144M
387 positions
#19FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WT$AMD$PHYS$MU$BAR
$313M
158 positions
#20Gaddis Premier Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$WT$REGN$TMO$PLTR
$136M
85 positions
#21Onyx Bridge Wealth Group LLCPassive
Some overlap · 5 shared positions
$WT$REGN$BAH$XYZ$PLTR
$930M
373 positions
#22Per Stirling Capital Management, LLC.Passive
Some overlap · 3 shared positions
$WT$BAH$REGN
$905M
310 positions
#23Aspire Capital Advisors LLCActive
Some overlap · 4 shared positions
$WT$REGN$SHW$PLTR
$444M
122 positions
#24Lauer Wealth, LLCActive
Some overlap · 5 shared positions
$WT$AMD$PLTR$MAR$MU
$126M
67 positions
#25Glen Eagle Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$LEN$REGN$SHW
$714M
1,021 positions

Compare Ausdal Financial Partners,’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 Ausdal Financial Partners,’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.