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Hedge Funds Similar to Francis Financial,

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

Francis Financial, Inc. is an institutional investor managing $539M across 115 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 Francis Financial, are Sage Financial Group,, Schiavi &, Legend Advisors, with shared positions in $SNOW, $KKR, $IBM, $AXP, $MCD, $AMD. The full ranking of 25 similar funds is below.

#1Sage Financial Management Group, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$KKR$IBM
$325M
57 positions
#2Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$SNOW$KKR$IBM
$337M
50 positions
#3Legend Capital Advisors LLCActive
Notable overlap · 5 shared positions
$SNOW$KKR$AXP$MCD$AMD
$160M
159 positions
#4KRM WEALTH MANAGEMENT L.L.C.Smart money
Notable overlap · 3 shared positions
$SNOW$KKR$GE
$192M
43 positions
#5Wealth Advisory Team LLC
Notable overlap · 4 shared positions
$SNOW$KKR$MCD$GE
$113M
39 positions
#6ACCESS FINANCIAL SERVICES, INC.Active
Notable overlap · 3 shared positions
$SNOW$KKR$IBM
$282M
95 positions
#7Heritage Financial Services, LLC
Notable overlap · 4 shared positions
$SNOW$MCD$IBM$AXP
$1.2B
126 positions
#8Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$SNOW$MCD$KKR$BAC
$335M
104 positions
#9Planned Solutions, Inc.Active
Notable overlap · 4 shared positions
$SNOW$MCD$IBM$BAC
$306M
139 positions
#10NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$SNOW$MCD$IBM$AXP
$247M
71 positions
#11Scott Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$KKR$BAC
$493M
58 positions
#12Wagner Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$NTRB$IBM
$495M
279 positions
#13Gordian Advisors LLCSmart money
Notable overlap · 3 shared positions
$SNOW$IBM$GE
$150M
55 positions
#14True Link Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$GE$IBM
$1.6B
418 positions
#15MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$AXP$AMD
$508M
88 positions
#16TruNorth Capital Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$MCD$IBM
$522M
114 positions
#17Courage Miller Partners, LLCActive
Notable overlap · 4 shared positions
$SNOW$KKR$MCD$GE
$354M
92 positions
#18Bernardo Wealth Planning LLCActive
Notable overlap · 4 shared positions
$SNOW$KKR$NTRB$MCD
$511M
129 positions
#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$SNOW$KKR$MCD$AXP$PNC
$156M
139 positions
#20Retirement Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$IBM$MCD
$1.2B
67 positions
#21Ethos Capital Management, Inc.Active
Notable overlap · 3 shared positions
$SNOW$NTRB$AMD
$117M
56 positions
#22Equity Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$SNOW$KKR$ISRG$AMD
$155M
76 positions
#23LVW Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$MCD$BAC
$1.0B
436 positions
#24CONQUIS FINANCIAL LLCSmart money
Notable overlap · 3 shared positions
$SNOW$ISRG$BAC
$121M
54 positions
#25Franklin, Parlapiano, Turner & Welch, LLCActive
Notable overlap · 3 shared positions
$SNOW$GE$MCD
$420M
55 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.