What hedge funds are most similar to Leeward Financial Partners, LLC?

The funds with the most similar 13F portfolios to Leeward Financial Partners, LLC are Marotta Asset, SWAN, Advisors Wealth ,, 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 Leeward Financial Partners,

13F Portfolio OverlapQ1 2026Leeward Financial Partners, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Leeward Financial Partners, LLC is an institutional investor managing $336M across 97 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 Leeward Financial Partners, are Marotta Asset, SWAN, Advisors Wealth ,, with shared positions in $MAR, $UNIT, $SNOW, $HUM, $USB, $PLTR. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$MAR $UNIT $SNOW

$543M

103 positions

#2SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$MAR $UNIT $HUM $USB $PLTR

$272M

554 positions

#3Capital Advisors Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$MAR $SNOW $HUM $DDOG $USB $PLTR

$745M

219 positions

#4Financial Freedom, LLCPassive

Notable overlap · 4 shared positions

$MAR $UNIT $SHW $USB

$201M

426 positions

#5Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$MAR $SNOW $HUM $DDOG $USB

$302M

51 positions

#6Enclave Advisors LLCActive

Notable overlap · 6 shared positions

$MAR $SNOW $PLTR $HUM $DDOG $UNH

$729M

132 positions

#7John A. Wolfe & Associates, Inc.Active

Notable overlap · 3 shared positions

$MAR $UNIT $USB

$65M

42 positions

#8New Insight Wealth AdvisorsActive

Notable overlap · 5 shared positions

$MAR $HUM $SHW $UNH $DDOG

$279M

107 positions

#9Mokosak Advisory Group, LLCSmart money

Notable overlap · 5 shared positions

$MAR $UNIT $ISRG $DDOG $SHW

$399M

34 positions

#10Praetorian Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$MAR $UNIT $HUM $USB

$526M

77 positions

#11Ridge Creek Global, IncActive

Notable overlap · 4 shared positions

$MAR $CMI $HUM $SHW

$118M

85 positions

#12Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$MAR $HUM $DDOG $ECL $USB

$255M

1,563 positions

#13Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$MAR $VLTO $HUM $SNOW $SHW

$162M

100 positions

#14Junk Investment Group, LLCPassive

Notable overlap · 3 shared positions

$MAR $UNIT $HUM

$191M

88 positions

#15Silicon Valley Capital PartnersActive

Notable overlap · 5 shared positions

$MAR $UNH $SNOW $ISRG $USB

$1.0B

454 positions

#16CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$MAR $UNIT $SHW $USB

$149M

96 positions

#17Pioneer Family Office, LLCSmart money

Notable overlap · 6 shared positions

$MAR $APP $SHW $USB $UNH $VLTO

$156M

122 positions

#18ESG Planning DBA Harper InvestingPassive

Notable overlap · 4 shared positions

$MAR $SHW $UNH $APP

$229M

75 positions

#19White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$MAR $UNIT $HUM $USB $SNOW $DDOG

$721M

145 positions

#20ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 4 shared positions

$MAR $SNOW $HUM $USB

$138M

59 positions

#21Advantage Trust CoActive

Notable overlap · 4 shared positions

$MAR $SHW $HUM $UNIT

$223M

123 positions

#22Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$UNIT $SNOW $VLTO $HUM $USB

$163M

67 positions

#23MATHER GROUP, LLC.Active

Notable overlap · 5 shared positions

$UNIT $SNOW $VLTO $DDOG $USB

$10.0B

1,896 positions

#24GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$SNOW $APP $VRT $PLTR $DDOG

$209M

42 positions

#25Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$MAR $HUM $SHW $SNOW

$254M

108 positions

Compare Leeward 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 Leeward 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.