What hedge funds are most similar to Financial Partners Group, Inc?

The funds with the most similar 13F portfolios to Financial Partners Group, Inc are Cauble & Harre Wealth ,, Echo Wealth ,, SNS Financial Group,, based on overlapping conviction holdings in the latest SEC filings.

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 Financial Partners Group,

13F Portfolio OverlapQ1 2026Financial Partners Group, portfolio →

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Most similar hedge funds by 13F overlap

Financial Partners Group, Inc is an institutional investor managing $836M across 227 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 Financial Partners Group, are Cauble & Harre Wealth ,, Echo Wealth ,, SNS Financial Group,, with shared positions in $AMN, $REGN, $SNOW, $HUM, $MDLZ, $WT. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$AMN $REGN $SNOW $HUM

$126M

74 positions

#2Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $REGN $SNOW

$174M

47 positions

#3SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$MDLZ $AMN $WT $HUM

$1.2B

208 positions

#4Provident Wealth Management, LLCActive

Notable overlap · 7 shared positions

$AMN $REGN $SNOW $MDLZ $AGQ $WT

$331M

134 positions

#5Rubicon Advisors, GPPassive

Notable overlap · 3 shared positions

$AMN $REGN $WT

$115M

76 positions

#6Pine Harbor Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $XYZ $JHG $AGQ $HUM

$334M

102 positions

#7Bucket List Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $JHG $AGQ $WT $HUM

$166M

57 positions

#8Beta Wealth Group, Inc.Passive

Notable overlap · 4 shared positions

$AMN $SNOW $XYZ $HUM

$242M

112 positions

#9Wealth Group LtdSmart money

Notable overlap · 5 shared positions

$MDLZ $REGN $AGQ $HUM $FBTC

$439M

94 positions

#10Three Cord True Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$AMN $JHG $AGQ $SAN

$180M

39 positions

#11ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $SAN $WT

$112M

69 positions

#12Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$AMN $SNOW $WT $HUM

$1.2B

126 positions

#13Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $WT $HUM

$233M

676 positions

#14Team Hewins, LLCSmart money

Notable overlap · 4 shared positions

$AMN $SNOW $WT $HUM

$337M

41 positions

#15Beaird Harris Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $FBTC $AGQ $WT

$1.5B

686 positions

#16Great Point Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $JHG $FBTC $WT

$542M

62 positions

#17Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$AMN $JHG $GSAT

$145M

98 positions

#18BWM Planning, LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $AGQ

$379M

87 positions

#19FINANCIAL MANAGEMENT NETWORK INCPassive

Some overlap · 4 shared positions

$AMN $REGN $WT $HUM

$653M

191 positions

#20Kondo Wealth Advisors, Inc.Active

Some overlap · 3 shared positions

$AMN $SNOW $WT

$266M

69 positions

#21McCartney Wealth Management LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $WT

$119M

65 positions

#22WorthPointe, LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $GSAT

$369M

118 positions

#23Unison Advisors LLCActive

Some overlap · 3 shared positions

$AMN $REGN $WT

$1.3B

175 positions

#24Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $WT

$931M

518 positions

#25Wheelhouse Advisory Group LLCActive

Some overlap · 3 shared positions

$AMN $SNOW $HUM

$302M

51 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.