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 Fi3 FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026Fi3 FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

Fi3 FINANCIAL ADVISORS, LLC is an institutional investor managing $418M across 232 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 Fi3 FINANCIAL ADVISORS are TSG Advice Partners, DC Investments, Junk Investment Group, with shared positions in $MDY, $DOV, $PFE, $INTU, $TXN, $AXP. The full ranking of 25 similar funds is below.

#1TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$MDY $DOV $PFE

$667M

135 positions

#2DC Investments Management, LLCActive

Notable overlap · 3 shared positions

$MDY $DOV $INTU

$293M

55 positions

#3Junk Investment Group, LLCActive

Notable overlap · 6 shared positions

$DOV $MDY $TXN $AXP $DIS $QCOM

$241M

98 positions

#4Weil Company, Inc.Passive

Notable overlap · 5 shared positions

$DOV $MDY $AXP $BLK $INTU

$580M

134 positions

#5Portland Global Advisors LLCActive

Notable overlap · 4 shared positions

$MDY $TXN $FDX $CRWD

$1.1B

154 positions

#6Tandem Investment Partners LLCActive

Notable overlap · 3 shared positions

$MDY $AXP $BLK

$129M

76 positions

#7DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$MDY $STX $BLK $MET $TXN $COF

$445M

204 positions

#8Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $MDY $COF

$205M

105 positions

#9Paulson Wealth Management Inc.Active

Notable overlap · 4 shared positions

$MDY $TXN $EME $QCOM

$471M

146 positions

#10Corsicana & Co.Passive

Notable overlap · 3 shared positions

$MDY $TXN $QCOM

$206M

309 positions

#11Arvest Bank Trust DivisionPassive

Notable overlap · 4 shared positions

$MDY $AXP $COF $COP

$2.1B

240 positions

#12IFG Advisors, LLCActive

Notable overlap · 6 shared positions

$MDY $COF $AXP $C $MO $DIS

$730M

161 positions

#13Paradigm, Strategies in Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MDY $MO $CRWD

$156M

56 positions

#14CUMBERLAND ADVISORS INCActive

Notable overlap · 4 shared positions

$MDY $FDX $DIS $PFE

$284M

49 positions

#15CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$STX $AXP $DIS

$1.9B

79 positions

#16Hummer Financial Advisory Services IncActive

Notable overlap · 3 shared positions

$MDY $BLK $QCOM

$153M

127 positions

#17LCM Capital Management IncActive

Notable overlap · 3 shared positions

$MDY $QCOM $DIS

$235M

125 positions

#18Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $MDY $MET $AXP

$206M

77 positions

#19Hopwood Financial Services, Inc.Active

Notable overlap · 3 shared positions

$MDY $AXP $QCOM

$173M

92 positions

#20WADDELL & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$MDY $FDX $DOV

$2.0B

545 positions

#21Estate Counselors, LLCSmart money

Notable overlap · 4 shared positions

$MDY $STX $MET $PFE

$1.2B

92 positions

#22BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$MDY $MRSH $DIS

$142M

259 positions

#23Addison Capital CoActive

Notable overlap · 4 shared positions

$DOV $BLK $DIS $QCOM

$610M

184 positions

#24Galilei Investment Office LLPActive

Notable overlap · 3 shared positions

$DOV $AXP $FDX

$218M

28 positions

#25ARK & TLK INVESTMENTS, LLCSmart money

Notable overlap · 3 shared positions

$MDY $STX $COP

$416M

126 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.