13F Pro

Hedge Funds Similar to 360 Financial

13F Portfolio OverlapQ2 2026360 Financial portfolio →
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Most similar hedge funds by 13F overlap

360 Financial, Inc. is an institutional investor managing $394M across 85 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 360 Financial are B & T DBA Alpha, First Long Island Investors, Loudon Investment, with shared positions in $PWR, $FAST, $AMGN, $PEP, $ADP, $QCOM. The full ranking of 25 similar funds is below.

#1B & T Capital Management DBA Alpha Capital ManagementPassive
Some overlap · 4 shared positions
$PWR$FAST$AMGN$PEP
$770M
129 positions
#2First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$FAST$ADP$AMGN$QCOM$PEP
$1.4B
73 positions
#3Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$FAST$ADP$AMGN$QCOM$DE
$204M
95 positions
#4ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$FAST$ADP$AMGN$PEP$DE
$878M
73 positions
#5TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$FAST$ADP$AMGN$PEP
$1.3B
226 positions
#6MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PWR$AMGN$PLTR$PEP$DE
$636M
262 positions
#7BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$PWR$AMGN$QCOM$PLTR$PEP
$289M
65 positions
#8NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 4 shared positions
$FAST$ADP$QCOM$PEP
$1.6B
109 positions
#9Hardworking Capital Advisors, LLCActive
Some overlap · 4 shared positions
$FAST$ADP$AMGN$PEP
$122M
84 positions
#10Paradiem, LLCPassive
Some overlap · 4 shared positions
$FAST$ADP$QCOM$KEYS
$464M
68 positions
#11ICW Investment Advisors LLCPassive
Some overlap · 4 shared positions
$FAST$ADP$AMGN$PEP
$286M
144 positions
#12ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$PWR$FAST$AMGN$SLV
$305M
103 positions
#13COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$FAST$ADP$QCOM$DE
$1.7B
91 positions
#14CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$PWR$ADP$PEP$DE
$767M
184 positions
#15Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$FAST$ADP$PLTR$CRWD
$646M
152 positions
#16Newman Dignan & Sheerar, Inc.Passive
Some overlap · 4 shared positions
$PWR$AMGN$QCOM$PEP
$523M
197 positions
#17ALBION FINANCIAL GROUP /UTPassive
Some overlap · 4 shared positions
$PWR$AMGN$QCOM$PEP
$1.7B
652 positions
#18Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$PWR$AMGN$QCOM$PEP
$2.5B
666 positions
#19Oak Asset Management, LLCActive
Some overlap · 4 shared positions
$FAST$AMGN$QCOM$PEP
$311M
115 positions
#20JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$ADP$AMGN$QCOM$PEP$DE$CRWD
$1.2B
134 positions
#21BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$FAST$ADP$AMGN
$235M
33 positions
#22SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$PWR$PLTR$QCOM$DE$CRWD
$680M
212 positions
#23EPG Wealth Management LLCPassive
Some overlap · 4 shared positions
$PWR$AMGN$QCOM$DE
$417M
318 positions
#24PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 4 shared positions
$FAST$AMGN$QCOM$DE
$231M
270 positions
#25Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$FAST$AMGN$PEP$DE
$4.0B
454 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.