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 →

Institutional-grade research for retail investors

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

$226M

97 positions

#4Weil Company, Inc.Passive

Notable overlap · 5 shared positions

$DOV $MDY $AXP $BLK $INTU

$568M

133 positions

#5Portland Global Advisors LLCActive

Notable overlap · 4 shared positions

$MDY $TXN $FDX $CRWD

$1.1B

154 positions

#6Tandem Investment Partners LLCPassive

Notable overlap · 3 shared positions

$MDY $AXP $BLK

$130M

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 DivisionActive

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

$725M

165 positions

#13Paradigm, Strategies in Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MDY $MO $CRWD

$164M

61 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

$2.0B

76 positions

#16Hummer Financial Advisory Services IncActive

Notable overlap · 3 shared positions

$MDY $BLK $QCOM

$152M

129 positions

#17LCM Capital Management IncActive

Notable overlap · 3 shared positions

$MDY $QCOM $DIS

$230M

129 positions

#18Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $MDY $MET $AXP

$208M

60 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

$144M

260 positions

#23Addison Capital CoActive

Notable overlap · 4 shared positions

$DOV $BLK $DIS $QCOM

$610M

184 positions

#24Galilei Investment Office LLPSmart money

Notable overlap · 3 shared positions

$DOV $AXP $FDX

$218M

28 positions

#25ARK & TLK INVESTMENTS, LLCSmart money

Notable overlap · 3 shared positions

$MDY $STX $COP

$406M

127 positions

Compare Fi3 FINANCIAL ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Fi3 FINANCIAL ADVISORS’s holdings

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.