13F Pro

Hedge Funds Similar to Register Financial Advisors

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

Register Financial Advisors LLC is an institutional investor managing $320M across 437 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 Register Financial Advisors are S Squared Technology, Mengis, Great Lakes Retirement, with shared positions in $ATI, $KTOS, $SYM, $PWR, $MRVL, $BX. The full ranking of 25 similar funds is below.

#1S Squared Technology, LLCActive
Some overlap · 3 shared positions
$ATI$KTOS$SYM
$322M
33 positions
#2Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$ATI$PWR$MRVL
$673M
215 positions
#3Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$PWR$MRVL$BX$HON$HONA
$1.1B
222 positions
#4Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$MRVL$BX$HON$HONA
$1.3B
261 positions
#5SFE Investment CounselPassive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$742M
152 positions
#6PFG Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$236M
72 positions
#7SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$PWR$MRVL$SYM
$895M
185 positions
#8Taylor Frigon Capital Management LLCPassive
Some overlap · 3 shared positions
$PWR$MRVL$SYM
$197M
92 positions
#91492 Capital Management LLCPassive
Some overlap · 3 shared positions
$ATI$ZETA$INDI
$339M
133 positions
#10CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$PWR$HON$HONA$APLD
$236M
232 positions
#11Axiom Investment Management LLCPassive
Some overlap · 4 shared positions
$PWR$HON$HONA$BX
$150M
528 positions
#12ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$2.0B
158 positions
#13ONE PLUS ONE WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$KTOS$PWR$ATI
$239M
91 positions
#14Bank OZKPassive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$337M
159 positions
#15Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$PWR$MRVL$HON
$433M
85 positions
#16BigSur Wealth Management LLCPassive
Some overlap · 4 shared positions
$BX$HON$HONA$BXSL
$423M
166 positions
#17CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$78M
44 positions
#18RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PWR$SYM$ZETA
$540M
85 positions
#19Old North State Trust, LLCPassive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$194M
151 positions
#20Hilltop National BankPassive
Some overlap · 3 shared positions
$MRVL$PWR$BX
$465M
786 positions
#21EPG Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$MRVL$BX
$417M
318 positions
#22Stonebridge Financial Group, LLC/CAPassive
Some overlap · 4 shared positions
$PWR$HON$HONA$BX
$722M
310 positions
#23Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$PWR$MRVL$SYM
$517M
86 positions
#24MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PWR$HON$HONA
$540M
113 positions
#25Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$PWR$HON$HONA
$129M
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.