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 OverlapQ1 2026Fi3 FINANCIAL ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

Fi3 FINANCIAL ADVISORS, LLC is an institutional investor managing $346M across 218 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 Fi3 FINANCIAL ADVISORS, are Allegiance Financial Group Advisory Services, Mediolanum International Funds Ltd, Caerus Investment Advisors,, with shared positions in $MKL, $SCHW, $PLTR, $MU, $GE, $BMY. The full ranking of 25 similar funds is below.

#1Allegiance Financial Group Advisory Services LLCActive

Slight overlap · 9 shared positions

$MKL $SCHW $PLTR $MU $GE $BMY

$503M

198 positions

#2Mediolanum International Funds LtdActive

Slight overlap · 7 shared positions

$SCHW $MU $PLTR $GE $BMY $GEV

$9.4B

431 positions

#3Caerus Investment Advisors, LLCPassive

Slight overlap · 7 shared positions

$MU $PLTR $GE $DHR $BMY $FIX

$240M

281 positions

#4COGENT STRATEGIC WEALTH LLCActive

Slight overlap · 7 shared positions

$MU $PLTR $GE $DHR $BMY $FIX

$97M

56 positions

#5Sivia Capital Partners, LLCPassive

Slight overlap · 7 shared positions

$MU $GE $DHR $BMY $FIX $PCG

$516M

455 positions

#6FAMILY WEALTH PARTNERS, LLCActive

Slight overlap · 6 shared positions

$SCHW $MKL $BMY $MU $FIX $PCG

$293M

105 positions

#7Benchmark Investment Advisors LLCPassive

Slight overlap · 6 shared positions

$MU $PLTR $GE $VRT $FIX $GEV

$172M

76 positions

#8Mezzasalma Advisors, LLCPassive

Slight overlap · 5 shared positions

$SCHW $MU $PLTR $VRT $FIX

$391M

155 positions

#9ATALANTA SOSNOFF CAPITAL, LLCActive

Slight overlap · 5 shared positions

$SCHW $MU $PLTR $GE $GEV

$4.7B

104 positions

#10WESPAC Advisors SoCal, LLCPassive

Slight overlap · 6 shared positions

$MU $PLTR $GE $VRT $GEV $C

$470M

119 positions

#11Daybright Advisory Services, Inc.Active

Slight overlap · 6 shared positions

$MU $PLTR $VRT $DHR $SCHW $MKL

$361M

133 positions

#12True Wealth Design, LLCActive

Slight overlap · 7 shared positions

$GE $MU $BMY $FIX $PCG $GEV

$360M

2,699 positions

#13New Millennium Group LLC

Slight overlap · 6 shared positions

$MKL $PLTR $GE $VRT $FIX $GEV

$231M

407 positions

#14Everhart Financial Group, Inc.Active

Slight overlap · 5 shared positions

$SCHW $MU $PLTR $GE $GEV

$1.2B

464 positions

#15BLUE JEAN FINANCIAL LLCPassive

Slight overlap · 5 shared positions

$SCHW $MU $GE $VRT $GEV

$121M

68 positions

#16TABR Capital Management, LLCActive

Slight overlap · 5 shared positions

$SCHW $MU $VRT $FIX $GEV

$109M

54 positions

#17IEQ CAPITAL, LLCPassive

Slight overlap · 6 shared positions

$MU $GE $BMY $FIX $PCG $GEV

$21.5B

1,880 positions

#18AQR CAPITAL MANAGEMENT LLCPassive

Slight overlap · 6 shared positions

$MU $GE $BMY $FIX $PCG $GEV

$218.4B

3,739 positions

#19PRUDENTIAL FINANCIAL INCPassive

Slight overlap · 5 shared positions

$SCHW $MU $GE $GEV $C

$81.2B

2,401 positions

#20waypoint wealth counselPassive

Slight overlap · 6 shared positions

$MU $DHR $BMY $FIX $PCG $GEV

$193M

229 positions

#21Kingsman Wealth Management, Inc.Active

Slight overlap · 6 shared positions

$PLTR $GE $VRT $MU $GEV $C

$178M

70 positions

#22PANAGORA ASSET MANAGEMENT INCPassive

Slight overlap · 5 shared positions

$MU $PLTR $GE $VRT $BMY

$26.7B

1,159 positions

#23FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$SCHW $MKL $MU $PLTR

$754M

345 positions

#24State of New Jersey Common Pension Fund DPassive

Slight overlap · 4 shared positions

$SCHW $MU $PLTR $GE

$25.9B

1,549 positions

#25Telligent Fund, LPActive

Slight overlap · 5 shared positions

$MU $PLTR $GE $VRT $GEV

$94M

24 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.