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Hedge Funds Similar to XML Financial,

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

XML Financial, LLC is an institutional investor managing $1.2B across 421 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 XML Financial, are Houlihan Financial Resource Group, Ltd., Stonebridge Financial Planning Group,, Riverbend Wealth ,, with shared positions in $MS, $MAR, $KMI, $SNOW, $AMGN, $BAC. The full ranking of 25 similar funds is below.

#1Houlihan Financial Resource Group, Ltd.Passive
Notable overlap · 9 shared positions
$MS$MAR$KMI$SNOW$AMGN$BAC
$257M
109 positions
#2Stonebridge Financial Planning Group, LLCPassive
Notable overlap · 7 shared positions
$MS$MAR$USB$KKR$FCFS$WT
$272M
171 positions
#3Riverbend Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$MS$USB$MAR$KKR$BAC$WT
$175M
152 positions
#4WealthPLAN Partners, LLCPassive
Notable overlap · 7 shared positions
$MS$REGN$KKR$WT$IBM$AMGN
$518M
221 positions
#5APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$MS$MAR$KKR$NOW
$117M
72 positions
#6Madrid Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MS$NOW$KKR$SNOW$IBM$USB
$133M
70 positions
#7Accel Wealth ManagementPassive
Notable overlap · 5 shared positions
$MS$PTY$KKR$KMI$IBM
$383M
290 positions
#8SWEENEY & MICHEL, LLCActive
Some overlap · 7 shared positions
$MS$KKR$KMI$AMGN$BAC$VZ
$340M
145 positions
#9Fairway Financial, LLCActive
Some overlap · 4 shared positions
$MS$MAR$FCFS$NOW
$132M
23 positions
#10Systelligence, LLCPassive
Some overlap · 5 shared positions
$MS$USB$MAR$WT$SNOW
$514M
56 positions
#11Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$MS$USB$WT$REGN$VZ$SNOW
$284M
125 positions
#12Tandem Investment Partners LLCPassive
Some overlap · 7 shared positions
$MAR$USB$REGN$WT$AMGN$IBM
$118M
73 positions
#13Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$MS$REGN$BAC$IBM$VZ
$199M
130 positions
#14Innovative Wealth Building LLCActive
Some overlap · 5 shared positions
$MS$MAR$SNOW$KKR$BAC
$142M
70 positions
#15Gratus Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$MAR$BAC$IBM
$691M
138 positions
#16DAGCO, INC.Passive
Some overlap · 3 shared positions
$MS$MAR$KKR
$461M
353 positions
#17TME FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$MS$USB$KKR$NOW$SNOW
$144M
65 positions
#18ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 7 shared positions
$MAR$REGN$MS$SNOW$KKR$USB
$138M
59 positions
#19MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MS$USB$KKR$AMGN
$1.1B
105 positions
#20Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 7 shared positions
$MS$USB$BAC$KKR$IBM$AMGN
$638M
158 positions
#21Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MS$MAR$BAC
$224M
47 positions
#22Provident Wealth Management, LLCActive
Some overlap · 4 shared positions
$MS$REGN$WT$SNOW
$331M
134 positions
#23Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$MS$NOW$USB$WT
$134M
143 positions
#24Meridian Financial Partners LLCActive
Some overlap · 5 shared positions
$MS$WT$USB$SNOW$VZ
$263M
121 positions
#25Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MAR$MS$KKR$NOW$IBM
$151M
97 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.