Hedge Funds Similar to AllGen Financial Advisors,

13F Portfolio OverlapQ4 2025AllGen Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

AllGen Financial Advisors, Inc. is an institutional investor managing $421M across 40 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AllGen Financial Advisors, are Kestra Investment ,, Rather & Kittrell,, IFC & Insurance Marketing,, with shared positions in $MKL, $JHG, $XYZ, $IAU, $VMC, $SO. The full ranking of 25 similar funds is below.

#1Kestra Investment Management, LLCActive

Notable overlap · 3 shared positions

$5.8B

439 positions

#2Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$648M

113 positions

#3IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$96M

72 positions

#4Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$478M

42 positions

#5Stony Point Wealth Management Inc.Passive

Notable overlap · 3 shared positions

$252M

96 positions

#6MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$260M

146 positions

#7Ifrah Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$378M

200 positions

#8Grant Street Asset Management, Inc.Smart money

Notable overlap · 3 shared positions

$519M

96 positions

#9Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$150M

134 positions

#10Liberty Atlantic Advisors LLCActive

Notable overlap · 3 shared positions

$117M

73 positions

#11Cadent Capital Advisors, LLCPassive

Notable overlap · 3 shared positions

$386M

187 positions

#12TruWealth Advisors, LLCActive

Notable overlap · 3 shared positions

$2.1B

182 positions

#13FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$273M

190 positions

#14Sage Mountain Advisors LLCActive

Notable overlap · 3 shared positions

$1.4B

281 positions

#15New England Private Wealth Advisors LLCActive

Some overlap · 3 shared positions

$866M

194 positions

#16Beaumont Asset Management, L.L.C.Active

Some overlap · 3 shared positions

$222M

76 positions

#17SAGE RHINO CAPITAL LLCPassive

Some overlap · 3 shared positions

$535M

330 positions

#18CGN Advisors LLCPassive

Some overlap · 3 shared positions

$1.3B

317 positions

#19TI-TRUST, INCPassive

Some overlap · 3 shared positions

$168M

128 positions

#20J.Safra Asset Management CorpActive

Some overlap · 3 shared positions

$1.9B

615 positions

#21Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$444M

232 positions

#22Helium Advisors LLCPassive

Some overlap · 3 shared positions

$105M

93 positions

#23Valued Retirements, Inc.Passive

Some overlap · 3 shared positions

$102M

90 positions

#24Navigate Wealth Management, LLCPassive

Some overlap · 3 shared positions

$142M

72 positions

#25STANSBERRY ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$973M

141 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.