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 Financial Futures Ltd Liability

13F Portfolio OverlapQ1 2026Financial Futures Ltd Liability portfolio →

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Most similar hedge funds by 13F overlap

Financial Futures Ltd Liability Co. is an institutional investor managing $228M across 72 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 Financial Futures Ltd Liability are Shotwell Rutter Baer, ATLas Financial Planning, Tillman Hartley, with shared positions in $USB, $AMN, $NKE, $IBM, $MUFG, $NOW. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive

Substantial overlap · 6 shared positions

$USB $AMN $NKE $IBM $MUFG $NOW

$170M

38 positions

#2ATLas Financial Planning LLCActive

Substantial overlap · 3 shared positions

$USB $AMN $NKE

$112M

69 positions

#3Tillman Hartley LLCActive

Substantial overlap · 5 shared positions

$NKE $AMN $SNOW $SCHW $IAU

$398M

88 positions

#4Fonville Wealth Management LLCPassive

Substantial overlap · 8 shared positions

$AMN $SNOW $NKE $SCHW $IBIT $UNIT

$525M

138 positions

#5Golden Bell Financial Planning LLCActive

Substantial overlap · 4 shared positions

$USB $AMN $NKE $DDOG

$125M

37 positions

#6ELEVATE WEALTH ADVISORY, INCActive

Substantial overlap · 7 shared positions

$AMN $NKE $SCHW $DDOG $IAU $SNOW

$158M

125 positions

#7Frankly Finances, LLCActive

Substantial overlap · 5 shared positions

$NKE $SNOW $SCHW $AMN $IAU

$110M

64 positions

#8Burk Holdings LLCPassive

Substantial overlap · 8 shared positions

$AMN $NKE $SNOW $SCHW $DDOG $IAU

$233M

676 positions

#9Team Hewins, LLCSmart money

Substantial overlap · 5 shared positions

$AMN $NKE $SNOW $UNIT $MDY

$337M

41 positions

#10BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $NKE $SCHW $IAU

$251M

40 positions

#11STOLZ & ASSOCIATES, PSSmart money

Substantial overlap · 3 shared positions

$USB $AMN $IAU

$143M

30 positions

#12Sagace Wealth Management LLCPassive

Notable overlap · 7 shared positions

$USB $SNOW $IBIT $IBM $IAU $UNIT

$149M

70 positions

#13Longview Financial Advisors LLCActive

Notable overlap · 6 shared positions

$USB $SNOW $NKE $SCHW $MDY $SOLV

$184M

157 positions

#14BluePrint Investing LLCActive

Notable overlap · 4 shared positions

$USB $SCHW $NKE $ABNB

$126M

26 positions

#15McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $SNOW $MUFG

$119M

65 positions

#16Austin Asset Management Co IncSmart money

Notable overlap · 5 shared positions

$SNOW $SCHW $NKE $AMN $IAU

$608M

85 positions

#17Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$USB $NKE $DDOG

$2.1B

152 positions

#18Beaird Harris Wealth Management, LLCActive

Notable overlap · 8 shared positions

$AMN $NKE $DDOG $IAU $SNOW $UNIT

$1.5B

686 positions

#19BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$AMN $SNOW $USB

$510M

85 positions

#20Graetz Wealth LLCPassive

Notable overlap · 7 shared positions

$USB $SNOW $SCHW $IBIT $DDOG $IAU

$112M

80 positions

#21Legacy Edge Advisors, LLCActive

Notable overlap · 7 shared positions

$USB $SNOW $AMN $DDOG $MUFG $NOW

$951M

223 positions

#22Capital Advisors Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$USB $SNOW $AMN $DDOG $SCHW $IAU

$745M

219 positions

#23Rosenberg Matthew HamiltonActive

Notable overlap · 3 shared positions

$USB $SNOW $KKR

$488M

799 positions

#24DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$NKE $AMN $SNOW $SCHW $IAU $UNIT

$249M

92 positions

#25Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $NKE $SCHW $IBM $KKR

$236M

81 positions

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View Financial Futures Ltd Liability’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.