What hedge funds are most similar to BARON SILVER STEVENS FINANCIAL ADVISORS, LLC?

The funds with the most similar 13F portfolios to BARON SILVER STEVENS FINANCIAL ADVISORS, LLC are Seneca Financial Advisors, Juno Financial Group, Kastel Advisors,, based on overlapping conviction holdings in the latest SEC filings.

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 BARON SILVER STEVENS FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026BARON SILVER STEVENS FINANCIAL ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is an institutional investor managing $689M across 134 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 BARON SILVER STEVENS FINANCIAL ADVISORS, are Seneca Financial Advisors, Juno Financial Group, Kastel Advisors,, with shared positions in $HUM, $BRZE, $DDOG, $KKR, $DHR, $MKL. The full ranking of 25 similar funds is below.

#1Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $DDOG $KKR

$341M

64 positions

#2Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $DHR

$255M

70 positions

#3Kastel Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $DHR $KKR

$163M

55 positions

#4McClarren Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$HUM $BRZE $KKR $MKL $DIS

$169M

79 positions

#5Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $BRZE $KKR

$104M

20 positions

#6Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $BRZE $MKL

$223M

41 positions

#7HB Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $MKL

$15.5B

1,547 positions

#8New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $MKL

$866M

194 positions

#9Provenance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $SSL

$945M

412 positions

#10Good Harbor Advisors, Inc.Passive

Notable overlap · 5 shared positions

$HUM $BRZE $DHR $NEE $SO

$92M

82 positions

#11Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $DHR $KKR $BRZE

$98M

68 positions

#12Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $MKL

$3.0B

455 positions

#13White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$BRZE $DHR $HUM $KKR $MKL $DDOG

$721M

145 positions

#14Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $DDOG $DHR $MKL $NEE

$480M

160 positions

#15Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$HUM $DDOG $KKR $BRZE

$255M

1,563 positions

#16Financial Planning Hawaii, Inc.Passive

Notable overlap · 3 shared positions

$HUM $BRZE $KKR

$170M

123 positions

#17Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$HUM $DHR $KKR

$147M

13 positions

#18Gleason Group, Inc.Active

Notable overlap · 8 shared positions

$BRZE $DDOG $KKR $HUM $DHR $GILD

$1.0B

229 positions

#19Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $DDOG $MKL

$269M

506 positions

#20Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $DDOG

$745M

219 positions

#21FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$176M

104 positions

#22Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $DHR $KKR $BRZE

$251M

83 positions

#23ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $BRZE $DDOG $MKL

$753M

159 positions

#24WARNER FINANCIAL, INCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $MKL

$292M

135 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $DDOG $BRZE $NEE $SO

$350M

95 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.