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 Team Financial Group,

13F Portfolio OverlapQ1 2026Team Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Team Financial Group, LLC is an institutional investor managing $236M across 56 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 Team Financial Group, are COLUMBIA ADVISORY PARTNERS, TopTier Wealth ,, WJ Interests,, with shared positions in $WT, $REGN, $COP, $HUM, $SNOW, $UNH. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive

Highly similar · 4 shared positions

$WT $REGN $COP $HUM

$157M

92 positions

#2TopTier Wealth Management, LLCPassive

Highly similar · 4 shared positions

$WT $SNOW $UNH $HUM

$163M

795 positions

#3WJ Interests, LLCSmart money

Highly similar · 3 shared positions

$WT $AMN $IBM

$260M

20 positions

#4Gaddis Premier Wealth Advisors LLCPassive

Highly similar · 5 shared positions

$WT $REGN $OKE $COP $PLTR

$136M

85 positions

#5RESOLUTE CAPITAL, LLCActive

Substantial overlap · 3 shared positions

$WT $KKR $HUM

$247M

57 positions

#6Nvest Wealth Strategies, Inc.Active

Substantial overlap · 4 shared positions

$WT $AMN $PLTR $GE

$143M

395 positions

#7Lauer Wealth, LLCActive

Substantial overlap · 5 shared positions

$WT $COP $PLTR $UNH $IBIT

$126M

67 positions

#8STAPP WEALTH MANAGEMENT, PLLCActive

Substantial overlap · 3 shared positions

$WT $GLDM $REGN

$78M

30 positions

#9Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 4 shared positions

$WT $DIA $HUM $IBM

$501M

68 positions

#10IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $AMN $REGN $PLTR

$446M

95 positions

#11Global View Capital Management LLCActive

Substantial overlap · 5 shared positions

$WT $OKE $GLDM $PLTR $DKNG

$377M

140 positions

#12FFG RETIREMENT ADVISORS LLCPassive

Substantial overlap · 3 shared positions

$WT $KKR $SNOW

$172M

43 positions

#13MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $COP $IBM

$240M

234 positions

#14ACT Advisors, LLC.Active

Substantial overlap · 4 shared positions

$WT $COP $PLTR $ALL

$235M

78 positions

#15Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 3 shared positions

$WT $AMN $GLDM

$132M

80 positions

#16Kane Co Wealth Management, Inc.Active

Substantial overlap · 4 shared positions

$WT $AMN $DE $NOTV

$119M

51 positions

#17RVW Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $REGN $AMN $HUM

$1.3B

176 positions

#18Fiduciary Planning LLCActive

Substantial overlap · 4 shared positions

$WT $PLTR $COP $IBIT

$331M

76 positions

#19Wealthcare Capital Partners, LLCActive

Substantial overlap · 7 shared positions

$WT $GLDM $KKR $COP $UNH $HUM

$213M

153 positions

#20Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $HUM $IBM

$122M

348 positions

#21INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $SNOW $GE

$252M

89 positions

#22Morton Capital Management LLC/CASmart money

Substantial overlap · 4 shared positions

$WT $KKR $DIA $HUM

$672M

139 positions

#23CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 4 shared positions

$WT $REGN $KKR $IBIT

$149M

96 positions

#24Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$WT $KKR $PLTR $DIA

$219M

145 positions

#25Spinnaker Investment Group, LLCActive

Substantial overlap · 4 shared positions

$WT $SNOW $UNH $HUM

$491M

147 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.