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 THEORY FINANCIAL

13F Portfolio OverlapQ1 2026THEORY FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

THEORY FINANCIAL LLC is an institutional investor managing $285M across 94 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 THEORY FINANCIAL are AMERICAN FINANCIAL & TAX STRATEGIES, Brooklyn FI,, Sharper & Granite, with shared positions in $WT, $UNIT, $SE, $DDOG, $GMM, $MDLZ. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 6 shared positions

$WT $UNIT $SE $DDOG $GMM $MDLZ

$206M

97 positions

#2Brooklyn FI, LLCActive

Notable overlap · 6 shared positions

$BRZE $UNIT $SE $DDOG $GMM $MUFG

$476M

78 positions

#3Sharper & Granite LLCPassive

Notable overlap · 5 shared positions

$WT $UNIT $MAR $HSY $MUFG

$293M

107 positions

#4Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$WT $MAR $BRZE $GMM $HSBC

$589M

138 positions

#5LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$WT $MAR $LEN $DDOG $BRZE $GRWG

$595M

360 positions

#6CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $UNIT $MAR

$149M

96 positions

#7SYM FINANCIAL CorpActive

Notable overlap · 4 shared positions

$WT $BRZE $SE $GMM

$1.0B

415 positions

#8rebel Financial LLCPassive

Notable overlap · 4 shared positions

$WT $UNIT $SE $MUFG

$231M

65 positions

#9Daviman Financial, LLCPassive

Notable overlap · 6 shared positions

$WT $SE $LEN $BRZE $GLDM $UNIT

$169M

84 positions

#10Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$BRZE $UNIT $DDOG $GMM $WT

$255M

49 positions

#11Almanack Investment Partners, LLC.Active

Notable overlap · 5 shared positions

$WT $HSBC $BRZE $HSY $BTC

$592M

177 positions

#12Lionsbridge Wealth Management LLCPassive

Some overlap · 4 shared positions

$GRWG $WT $BRZE $LEN

$99M

59 positions

#13Barry Investment Advisors, LLCActive

Some overlap · 3 shared positions

$WT $UNIT $HSBC

$454M

99 positions

#14ShoreHaven Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$WT $SE $BTC $GMM $MDLZ $DDOG

$278M

103 positions

#15NewEdge Advisors, LLCPassive

Some overlap · 6 shared positions

$SE $UNIT $WT $DDOG $GMM $BRZE

$2.2B

1,217 positions

#16Professional Financial Advisors, LLCActive

Some overlap · 3 shared positions

$WT $BRZE $SE

$491M

137 positions

#17Integrity Wealth Solutions LLCPassive

Some overlap · 6 shared positions

$BRZE $UNIT $GMM $DDOG $GLDM $SE

$255M

130 positions

#18Jacobs Equity LLCPassive

Some overlap · 6 shared positions

$UNIT $HSY $GMM $MAR $SE $WT

$112M

105 positions

#19Envision Financial LLCActive

Some overlap · 3 shared positions

$WT $UNIT $DDOG

$186M

46 positions

#20Shakespeare Wealth Management, LLCActive

Some overlap · 5 shared positions

$UNIT $SE $WT $DDOG $MAR

$422M

98 positions

#21Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$UNIT $BRZE $MAR $DDOG $GMM

$117M

74 positions

#22CAPITAL WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$WT $UNIT $GMM

$370M

34 positions

#23Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$WT $MAR $GMM $GLDM

$153M

96 positions

#24Financial Freedom, LLCPassive

Some overlap · 4 shared positions

$HSY $MAR $UNIT $BRZE

$201M

426 positions

#25Roan Capital PartnersPassive

Some overlap · 5 shared positions

$WT $SE $GMM $DDOG $GLDM

$108M

77 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.