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 FINANCIAL NETWORK

13F Portfolio OverlapQ1 2026FINANCIAL NETWORK portfolio →

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Most similar hedge funds by 13F overlap

FINANCIAL MANAGEMENT NETWORK INC is an institutional investor managing $653M across 191 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 FINANCIAL NETWORK are STOLZ & ASSOCIATES, PS, Ballast Financial Advisors, Financial Futures Ltd Liability, with shared positions in $AMN, $USB, $SE, $IAU, $HUM, $COP. The full ranking of 25 similar funds is below.

#1STOLZ & ASSOCIATES, PSSmart money

Notable overlap · 4 shared positions

$AMN $USB $SE $IAU

$143M

30 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $USB $IAU $HUM $COP $KKR

$98M

68 positions

#3Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$AMN $USB $SCHW $IAU $KKR

$228M

72 positions

#4Morton Brown Family Wealth, LLCActive

Notable overlap · 4 shared positions

$AMN $USB $COP $SCHW

$378M

292 positions

#5ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $USB $WT

$112M

69 positions

#6ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$AMN $USB $COP

$112M

69 positions

#7Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$AMN $USB $COP

$170M

38 positions

#8ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$AMN $IAU $HUM $ALPS $SE

$156M

77 positions

#9Fonville Wealth Management LLCPassive

Notable overlap · 6 shared positions

$AMN $SE $HUM $SCHW $KKR $IAU

$525M

138 positions

#10SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$AMN $USB $HUM $COP $KKR

$154M

39 positions

#11COWA, LLCActive

Notable overlap · 5 shared positions

$AMN $ALPS $IAU $WT $COP

$371M

158 positions

#12BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$AMN $USB $HUM

$510M

85 positions

#13Burk Holdings LLCPassive

Notable overlap · 5 shared positions

$AMN $IAU $HUM $SCHW $WT

$233M

676 positions

#14Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$AMN $IAU $HUM $REGN $KKR

$126M

74 positions

#15CURIO WEALTH, LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $SCHW $SE $COP

$293M

1,255 positions

#16Plancorp, LLCActive

Notable overlap · 4 shared positions

$AMN $SE $SCHW $USB

$3.5B

378 positions

#17Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 6 shared positions

$AMN $IAU $AXP $SCHW $WT $SE

$931M

518 positions

#18Beaird Harris Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $USB $WT $SCHW

$1.5B

686 positions

#19Flagstone Financial ManagementSmart money

Notable overlap · 5 shared positions

$AMN $USB $SCHW $HUM $IAU

$403M

71 positions

#20Burton Enright WelchActive

Notable overlap · 3 shared positions

$AMN $IAU $SCHW

$736M

134 positions

#21Avant Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $USB $COP

$142M

65 positions

#22Avondale Wealth ManagementActive

Notable overlap · 3 shared positions

$AMN $SE $SCHW

$203M

71 positions

#23Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $KKR

$379M

67 positions

#24SFG Wealth Management, LLC.Active

Notable overlap · 3 shared positions

$AMN $USB $WT

$243M

100 positions

#25Trace Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $HUM $SCHW $WT

$133M

66 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.