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 Highland Financial Advisors,

13F Portfolio OverlapQ1 2026Highland Financial Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Highland Financial Advisors, LLC is an institutional investor managing $455M across 73 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 Highland Financial Advisors, are Cauble & Harre Wealth ,, Moisand Fitzgerald Tamayo,, Burton Enright Welch, with shared positions in $AMN, $IAU, $KKR, $HLT, $BAC, $MAR. The full ranking of 25 similar funds is below.

#1Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $IAU $KKR

$126M

74 positions

#2Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $HLT

$931M

518 positions

#3Burton Enright WelchActive

Notable overlap · 3 shared positions

$AMN $IAU $BAC

$736M

134 positions

#4Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $IAU $BAC

$233M

676 positions

#5Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $KKR $BAC

$98M

68 positions

#6SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$AMN $IAU $MAR

$566M

73 positions

#7Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $FBTC

$1.5B

686 positions

#8RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $MAR $BAC

$296M

80 positions

#9Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$AMN $MAR $PM $KKR $MO

$302M

51 positions

#10WMG Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $BAC

$240M

100 positions

#11Invariant Investment ManagementActive

Notable overlap · 3 shared positions

$AMN $MO $PM

$162M

70 positions

#12Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $CI

$1.3B

175 positions

#13ENZI WEALTHActive

Notable overlap · 3 shared positions

$AMN $MO $PM

$288M

71 positions

#14FMB WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$AMN $IAU $MAR $BAC

$242M

73 positions

#15COWA, LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $HLT $SSL

$371M

158 positions

#16Flagstone Financial ManagementSmart money

Notable overlap · 3 shared positions

$AMN $IAU $BAC

$403M

71 positions

#17Symmetry Partners, LLCActive

Notable overlap · 3 shared positions

$AMN $PM $CI

$1.8B

209 positions

#18Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$AMN $MAR $BAC

$381M

1,426 positions

#19Marquette Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $MAR

$669M

795 positions

#20ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $BAC

$112M

69 positions

#21ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $AMN $MAR

$730M

215 positions

#22Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMN $KKR $MAR $IAU

$525M

138 positions

#23LIBRA WEALTH LLCSmart money

Notable overlap · 3 shared positions

$AMN $FBTC $KKR

$355M

66 positions

#24FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 3 shared positions

$AMN $IAU $KKR

$653M

191 positions

#25ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 4 shared positions

$AMN $KKR $IAU $MAR

$158M

125 positions

Compare Highland 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 Highland 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.