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 Affiance Financial,

13F Portfolio OverlapQ1 2026Affiance Financial, portfolio →

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Most similar hedge funds by 13F overlap

Affiance Financial, LLC is an institutional investor managing $695M across 111 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 Affiance Financial, are JNBA Financial Advisors, Financial Planning Fort Collins,, Xena Financial Planning,, with shared positions in $GMM, $NOW, $HUM, $MAR, $MUFG, $MCD. The full ranking of 25 similar funds is below.

#1JNBA Financial AdvisorsActive

Some overlap · 6 shared positions

$GMM $NOW $HUM $MAR $MUFG $MCD

$1.2B

819 positions

#2Financial Planning Fort Collins, LLCSmart money

Some overlap · 5 shared positions

$GMM $DOV $NOW $MUFG $NU

$133M

33 positions

#3Xena Financial Planning, LLCActive

Some overlap · 5 shared positions

$GMM $NOW $DOV $MUFG $NU

$89M

33 positions

#4Archer Investment Management, LLCPassive

Some overlap · 5 shared positions

$GMM $NOW $MAR $MUFG $HUM

$238M

108 positions

#5Brio Consultants, LLCActive

Some overlap · 5 shared positions

$GMM $NOW $HUM $BRZE $NU

$818M

152 positions

#6Mascoma Wealth Management LLCActive

Some overlap · 4 shared positions

$GMM $NOW $HUM $MUFG

$484M

515 positions

#7LPWM LLCActive

Some overlap · 7 shared positions

$GMM $MAR $BRZE $UNH $MMM $ECL

$396M

94 positions

#8Hobart Private Capital, LLCPassive

Some overlap · 4 shared positions

$GMM $NOW $MAR $HUM

$509M

132 positions

#9Vested Financial Planning, LLCSmart money

Some overlap · 3 shared positions

$GMM $DOV $MAR

$131M

27 positions

#10ATLAS CAPITAL ADVISORS LLCPassive

Some overlap · 3 shared positions

$GMM $DOV $MAR

$875M

989 positions

#11GeoWealth Management, LLCActive

Some overlap · 5 shared positions

$GMM $NOW $DOV $BRZE $MUFG

$2.8B

853 positions

#12JIM SAULNIER & ASSOCIATES, LLCPassive

Some overlap · 4 shared positions

$GMM $MAR $HUM $BRZE

$205M

139 positions

#13MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 5 shared positions

$GMM $DOV $MAR $BRZE $MCD

$114M

77 positions

#14Red Wave Investments LLCActive

Some overlap · 3 shared positions

$GMM $DOV $BRZE

$335M

112 positions

#15Windsor Capital Management, LLCActive

Some overlap · 4 shared positions

$GMM $NOW $MCD $TGT

$355M

123 positions

#16Brooklyn FI, LLCActive

Some overlap · 4 shared positions

$GMM $NOW $BRZE $MUFG

$476M

78 positions

#17Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$GMM $HUM $BRZE $MAR

$525M

138 positions

#18Values Added Financial LLCPassive

Some overlap · 3 shared positions

$GMM $NOW $HUM

$238M

134 positions

#19Jacobs Equity LLCPassive

Some overlap · 4 shared positions

$GMM $MAR $UNH $MMM

$112M

105 positions

#20Cambridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$GMM $NOW $HUM $BRZE

$295M

168 positions

#21NavPoint Financial, Inc.Active

Some overlap · 6 shared positions

$GMM $DOV $UNH $MMM $MCD $TGT

$247M

71 positions

#22MA Private WealthActive

Some overlap · 4 shared positions

$GMM $NOW $HUM $MUFG

$591M

86 positions

#23N.E.W. Advisory Services LLCActive

Some overlap · 4 shared positions

$GMM $MAR $BRZE $MCD

$1.3B

914 positions

#24ADE, LLCActive

Some overlap · 4 shared positions

$GMM $DOV $BRZE $ECL

$209M

86 positions

#25NewEdge Advisors, LLCPassive

Some overlap · 3 shared positions

$GMM $DOV $BRZE

$2.2B

1,217 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.