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Hedge Funds Similar to AMARA FINANCIAL,

13F Portfolio OverlapQ1 2026AMARA FINANCIAL, portfolio →
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Most similar hedge funds by 13F overlap

AMARA FINANCIAL, LLC. is an institutional investor managing $145M across 45 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 AMARA FINANCIAL, are FC Advisory, McClarren Financial Advisors,, Carr Financial Group, with shared positions in $NTRB, $HUM, $AFRM, $SGOL, $CVS, $GLTR. The full ranking of 15 similar funds is below.

#1FC Advisory LLCActive
Notable overlap · 3 shared positions
$NTRB$HUM$AFRM
$342M
115 positions
#2McClarren Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$NTRB$HUM$AFRM
$169M
79 positions
#3Carr Financial Group CorpPassive
Notable overlap · 3 shared positions
$HUM$AFRM$NTRB
$379M
174 positions
#4Madson Wealth Advisors IncPassive
Notable overlap · 3 shared positions
$HUM$SGOL$AFRM
$120M
84 positions
#5Forum Private Client Group LLCActive
Some overlap · 3 shared positions
$HUM$NTRB$CVS
$300M
80 positions
#6DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NTRB$GLTR$HUM
$249M
92 positions
#7Centurion Wealth Management LLCPassive
Some overlap · 3 shared positions
$HUM$SGOL$GLTR
$444M
316 positions
#8White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$HUM$AFRM$SGOL
$721M
145 positions
#9Facet Wealth, Inc.Active
Some overlap · 3 shared positions
$NTRB$AFRM$HUM
$5.8B
349 positions
#10Shearwater Capital LLCSmart money
Slight overlap · 3 shared positions
$AFRM$HUM$NTRB
$191M
71 positions
#11BROWN WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$GLTR$CVS$NTRB
$389M
116 positions
#12VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$AFRM$HUM$NTRB
$25.5B
668 positions
#13Financial Alternatives, IncActive
Slight overlap · 3 shared positions
$HUM$NTRB$AFRM
$185M
79 positions
#14Well Done, LLCActive
Slight overlap · 3 shared positions
$HUM$NTRB$AFRM
$681M
197 positions
#15Wealth Group LtdSmart money
Slight overlap · 3 shared positions
$HUM$NTRB$AFRM
$439M
94 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.