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Hedge Funds Similar to New England Financial Advisors

13F Portfolio OverlapQ1 2026New England Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

New England Capital Financial Advisors LLC is an institutional investor managing $365M across 425 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 New England Financial Advisors are Oak Wealth Advisors, POINCIANA ADVISORS GROUP,, Torren ,, with shared positions in $AMN, $CNS, $MCD, $T, $BMY, $GE. The full ranking of 25 similar funds is below.

#1Oak Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$CNS$MCD
$182M
57 positions
#2POINCIANA ADVISORS GROUP, LLCActive
Notable overlap · 4 shared positions
$AMN$T$BMY$GE
$127M
130 positions
#3Torren Management, LLCActive
Notable overlap · 4 shared positions
$AMN$MU$FITB$KO
$201M
983 positions
#4CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$AMN$MU$DIS$UNH
$334M
70 positions
#5EAGLE WEALTH STRATEGIES LLCSmart money
Notable overlap · 3 shared positions
$AMN$T$MU
$228M
114 positions
#6Parkshore Wealth Management, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$GE$AXP$GEV
$299M
69 positions
#7Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$MCD$MU
$369M
70 positions
#8Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 4 shared positions
$AMN$KO$AXP$DIS
$931M
518 positions
#9TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$MCD$T
$1.9B
251 positions
#10Creative Capital Management Investments LLCActive
Notable overlap · 3 shared positions
$AMN$BMY$GE
$348M
324 positions
#11KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$GE$UNH
$522M
97 positions
#12Nvest Wealth Strategies, Inc.Active
Notable overlap · 4 shared positions
$AMN$MCD$GE$GEV
$143M
395 positions
#13SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$AMN$MCD$T
$566M
73 positions
#14Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$T$GE
$1.8B
209 positions
#15Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$AFL$UNH
$174M
47 positions
#16Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$T$MCD
$302M
51 positions
#17Greater Midwest Financial Group, LLCActive
Notable overlap · 5 shared positions
$AMN$CNS$BMY$MU$TEL
$186M
65 positions
#18Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 5 shared positions
$AMN$BMY$MU$GE$GEV
$503M
198 positions
#19Truepoint, Inc.Active
Notable overlap · 3 shared positions
$AMN$GE$GEV
$4.5B
148 positions
#20Harbor Group, Inc.Active
Notable overlap · 5 shared positions
$AMN$T$GE$UNH$GEV
$692M
116 positions
#21True Wealth Design, LLCActive
Notable overlap · 6 shared positions
$AMN$BMY$MCD$MU$GE$GEV
$360M
2,699 positions
#22COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$T$BMY
$371M
158 positions
#23BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$ES$MU
$510M
85 positions
#24Bucket List Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$T$GE
$166M
57 positions
#25Avondale Wealth ManagementActive
Notable overlap · 3 shared positions
$AMN$GE$GEV
$203M
71 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.