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Hedge Funds Similar to Scarborough Advisors,

13F Portfolio OverlapQ1 2026Scarborough Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Scarborough Advisors, LLC is an institutional investor managing $914M across 761 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 Scarborough Advisors, are Ifrah Financial Services,, Adams Wealth, FIRETHORN WEALTH PARTNERS,, with shared positions in $JHG, $SE, $OKTA, $IAU, $OKE, $LEN. The full ranking of 25 similar funds is below.

#1Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$JHG$SE$OKTA$IAU$OKE
$378M
200 positions
#2Adams Wealth ManagementPassive
Some overlap · 5 shared positions
$JHG$LEN$OKTA$XPEV$DHR
$455M
145 positions
#3FIRETHORN WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$LEN$SE$IAU
$273M
190 positions
#4Triton Financial Group IncPassive
Some overlap · 4 shared positions
$JHG$LEN$OKTA$SGOL
$57M
62 positions
#5Merkkuri Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$LEN$SE
$151M
399 positions
#6Kelly Financial Services LLCPassive
Some overlap · 5 shared positions
$JHG$SE$IAU$LMT$T
$414M
128 positions
#7CacheTech Inc.Passive
Some overlap · 4 shared positions
$JHG$LEN$OKTA$XPEV
$519M
177 positions
#8Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$JHG$LEN$OKTA
$181M
177 positions
#9ARVEST INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$JHG$SE$OKTA$OKE
$733M
199 positions
#10Sovran Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$LEN$SE
$1.3B
578 positions
#11HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 3 shared positions
$JHG$SE$IAU
$392M
1,298 positions
#124WEALTH ADVISORS, INC.Passive
Some overlap · 4 shared positions
$JHG$SE$DHR$OKE
$117M
142 positions
#13Clear Creek Financial Management, LLCPassive
Some overlap · 4 shared positions
$LEN$SE$JHG$IAU
$1.3B
608 positions
#14Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$LEN$SE$LMT$IAU$DHR
$115M
115 positions
#15PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$JHG$LEN$IAU$DHR
$292M
114 positions
#16AE Wealth Management LLCPassive
Some overlap · 3 shared positions
$JHG$LEN$SE
$18.5B
2,591 positions
#17ENDEAVOR PRIVATE WEALTH, INC.Passive
Some overlap · 3 shared positions
$JHG$SE$IAU
$349M
202 positions
#18Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$JHG$SE$IAU
$477M
70 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$JHG$LMT$IAU$OKE
$143M
104 positions
#20Barnes Wealth Management Group, IncPassive
Some overlap · 5 shared positions
$JHG$SE$IAU$DHR$OKE
$197M
184 positions
#21Henderson Brothers Financial Partners, LLCActive
Some overlap · 5 shared positions
$SE$JHG$IAU$LMT$T
$395M
105 positions
#22Liberty Atlantic Advisors LLCActive
Some overlap · 3 shared positions
$JHG$LMT$IAU
$117M
73 positions
#23MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$LMT$IAU
$144M
99 positions
#24Beaumont Asset Management, L.L.C.Active
Some overlap · 4 shared positions
$JHG$LMT$DHR$OKE
$222M
76 positions
#25Modern Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$SE$IAU
$5.8B
877 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.