Hedge Funds Similar to TOBIAS FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026TOBIAS FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

TOBIAS FINANCIAL ADVISORS, INC. is an institutional investor managing $787M across 148 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TOBIAS FINANCIAL ADVISORS are Warwick Investment, Friday Financial, FLOW TRADERS U.S., with shared positions in $STT, $WDC, $NEE, $KLAC, $SNDK, $SPG. The full ranking of 25 similar funds is below.

#1Warwick Investment Management, Inc.Active

Some overlap · 4 shared positions

$STT $WDC $NEE $KLAC

$891M

149 positions

#2Friday FinancialActive

Some overlap · 3 shared positions

$STT $SNDK $WDC

$373M

108 positions

#3FLOW TRADERS U.S. LLCPassive

Some overlap · 3 shared positions

$STT $SNDK $KLAC

$2.4B

979 positions

#4Advisory Alpha, LLCActive

Some overlap · 3 shared positions

$STT $NEE $KLAC

$4.1B

571 positions

#5Midwest Capital Advisors, LLCActive

Some overlap · 3 shared positions

$STT $NEE $KLAC

$246M

210 positions

#6PGIM Custom Harvest LLCActive

Some overlap · 3 shared positions

$STT $NEE $KLAC

$8.0B

305 positions

#7THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$STT $SNDK $KLAC

$1.2B

56 positions

#8Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$STT $SNDK $WDC

$251M

74 positions

#9Estate Counselors, LLCSmart money

Some overlap · 3 shared positions

$STT $SNDK $WDC

$1.2B

92 positions

#10Adams Wealth ManagementActive

Some overlap · 3 shared positions

$STT $SPG $SNDK

$522M

147 positions

#11LifeGoal Investments, LLCActive

Some overlap · 3 shared positions

$STT $SNDK $WDC

$218M

155 positions

#12CacheTech Inc.Passive

Some overlap · 3 shared positions

$STT $SPG $SNDK

$618M

169 positions

#13Markin Asset Management, LPActive

Some overlap · 3 shared positions

$STT $WDC $KLAC

$117M

47 positions

#14SIGNET FINANCIAL MANAGEMENT, LLC

Some overlap · 3 shared positions

$STT $HIG $KLAC

$892M

299 positions

#15FLC Capital AdvisorsPassive

Slight overlap · 3 shared positions

$STT $NEE $KLAC

$622M

236 positions

#16Prestige Wealth Management Group LLCPassive

Slight overlap · 3 shared positions

$STT $NEE $KLAC

$551M

1,102 positions

#17Laraway Financial Advisors IncPassive

Slight overlap · 4 shared positions

$STT $SNDK $WDC $NEE

$165M

140 positions

#18Bellwether Advisors, LLCPassive

Slight overlap · 3 shared positions

$STT $SNDK $WDC

$675M

167 positions

#19Montecito Bank & TrustPassive

Slight overlap · 3 shared positions

$668M

271 positions

#20Donoghue Forlines LLCPassive

Slight overlap · 3 shared positions

$STT $SNDK $WDC

$387M

114 positions

#21Del-Sette Capital Management, LLCActive

Slight overlap · 3 shared positions

$171M

50 positions

#22Robinhood Asset Management, LLCActive

Slight overlap · 3 shared positions

$STT $NEE $KLAC

$1.9B

83 positions

#23Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$STT $SNDK $WDC

$5.0B

1,942 positions

#24PANAGORA ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$STT $HIG $SPG $NEE

$32.6B

1,163 positions

#25AMICA MUTUAL INSURANCE COActive

Slight overlap · 3 shared positions

$STT $NEE $KLAC

$1.2B

142 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.