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Hedge Funds Similar to Highland Financial Advisors

13F Portfolio OverlapQ3 2026Highland Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Highland Financial Advisors, LLC is an institutional investor managing $469M across 82 U.S. equity positions as of Q3 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 Forthright Family Wealth Advisory, White Lighthouse Investment, Shah Wealth Advisors, with shared positions in $IAU, $PM, $MO, $CI, $FBTC. The full ranking of 25 similar funds is below.

#1Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$177M
57 positions
#2White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$PM$MO
$829M
148 positions
#3Shah Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$PM$MO$CI
$433M
79 positions
#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$1.4B
144 positions
#5WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$FBTC$CI
$536M
107 positions
#6MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$MO$PM
$297M
166 positions
#7MAIMON WEALTH MANAGEMENT LTD.Active
Notable overlap · 3 shared positions
$IAU$PM$MO
$130M
80 positions
#8TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$142M
107 positions
#9Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$PM$MO
$589M
92 positions
#10Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$IAU$PM$MO$FBTC
$1.2B
127 positions
#11Skyline Advisors, Inc.Active
Notable overlap · 3 shared positions
$IAU$PM$MO
$319M
123 positions
#12Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$248M
77 positions
#13AVAII WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$IAU$FBTC$MO
$348M
178 positions
#14Storen Legacy Partners, LLCActive
Some overlap · 3 shared positions
$IAU$PM$MO
$367M
116 positions
#15TPG Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MO$PM
$187M
118 positions
#16Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$PM$MO
$510M
228 positions
#17Sharp Financial Services, LLCActive
Some overlap · 3 shared positions
$IAU$PM$MO
$216M
127 positions
#18LaSalle St. Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$FBTC$MO
$818M
429 positions
#19Mosley Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$MO$PM
$343M
806 positions
#20High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PM$IAU$MO
$122M
250 positions
#21Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$IAU
$389M
92 positions
#22Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$PM$IAU$MO
$251M
74 positions
#23GQG Partners LLCActive
Some overlap · 3 shared positions
$PM$MO$CI
$53.8B
102 positions
#24TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$PM$MO$CI
$798M
187 positions
#25OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$PM$MO$CI
$560M
136 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.