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Hedge Funds Similar to Financial Partners Group

13F Portfolio OverlapQ3 2026Financial Partners Group portfolio →
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Most similar hedge funds by 13F overlap

Financial Partners Group, Inc is an institutional investor managing $964M across 251 U.S. equity positions as of Q3 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 REAVES W H, Sound Stewardship, Quilter Plc, with shared positions in $CP, $PWR, $NEE, $EVRG, $UNP, $BX. The full ranking of 25 similar funds is below.

#1REAVES W H & CO INCActive
Slight overlap · 3 shared positions
$CP$PWR$NEE
$6.6B
94 positions
#2Sound Stewardship, LLCActive
Slight overlap · 4 shared positions
$CP$PWR$EVRG$NEE
$246M
76 positions
#3Quilter PlcActive
Slight overlap · 3 shared positions
$CP$UNP$NEE
$6.9B
127 positions
#4Capital Innovations LLCActive
Slight overlap · 3 shared positions
$CP$UNP$NEE
$385M
51 positions
#5BCV Asset Management Inc.Active
Slight overlap · 3 shared positions
$CP$UNP$NEE
$3.3B
116 positions
#6Stamos Capital Partners, L.P.Passive
Slight overlap · 4 shared positions
$CP$UNP$NEE$BX
$653M
140 positions
#7Partners Group Holding AGActive
Slight overlap · 3 shared positions
$CP$UNP$BX
$1.5B
52 positions
#8Mirova US LLCActive
Slight overlap · 3 shared positions
$CP$NEE$VRT
$9.3B
45 positions
#9Blue Zone Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$CP$NEE$BX
$636M
128 positions
#10Alamea Verwaltungs GmbHActive
Slight overlap · 3 shared positions
$CP$PWR$FBTC
$125M
73 positions
#11Northwest & Ethical Investments L.P.Passive
Slight overlap · 3 shared positions
$CP$UNP$NEE
$4.3B
522 positions
#12Quad-Cities Investment Group, LLCPassive
Slight overlap · 3 shared positions
$CP$PWR$BX
$280M
213 positions
#13SevenBridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$PWR$UNP$FBTC$NEE
$674M
211 positions
#14NBC SECURITIES, INC.Passive
Slight overlap · 4 shared positions
$PWR$UNP$NEE$VRT
$1.5B
2,480 positions
#15New England Research & Management, Inc.Passive
Slight overlap · 4 shared positions
$PWR$UNP$NEE$VRT
$259M
131 positions
#16BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 4 shared positions
$PWR$UNP$NEE$BX
$1.5B
234 positions
#17Caldwell Trust CoPassive
Slight overlap · 4 shared positions
$PWR$UNP$NEE$BX
$1.2B
811 positions
#18NORTHEAST INVESTMENT MANAGEMENTActive
Slight overlap · 4 shared positions
$PWR$UNP$NEE$BX
$2.7B
200 positions
#19Marion Wealth ManagementPassive
Slight overlap · 4 shared positions
$PWR$UNP$NEE$BX
$508M
160 positions
#20PINCUS CAPITAL MANAGEMENT, LPActive
Slight overlap · 4 shared positions
$PWR$UNP$VRT$BX
$168M
52 positions
#21Princeton Global Asset Management LLCPassive
Slight overlap · 4 shared positions
$PWR$NEE$VRT$BX
$692M
829 positions
#22NEVILLE RODIE & SHAW INCActive
Slight overlap · 4 shared positions
$PWR$NEE$VRT$BX
$1.5B
239 positions
#23Ravenstone Capital Management Inc.Active
Slight overlap · 3 shared positions
$CP$PWR$VRT
$244M
54 positions
#24UniSuper Management Pty LtdActive
Slight overlap · 3 shared positions
$CP$UNP$NEE
$20.4B
636 positions
#25SOROS CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$CP$PWR$UNP
$559M
58 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.