13F Pro

Hedge Funds Similar to Parker Financial

13F Portfolio OverlapQ1 2026Parker Financial portfolio →
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Most similar hedge funds by 13F overlap

Parker Financial LLC is an institutional investor managing $250M across 37 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 Parker Financial are MATHER GROUP,, LINCOLN NATIONAL, FLC Advisors, with shared positions in $SNOW, $VLTO, $MKL, $SCHW, $NOC, $UNP. The full ranking of 25 similar funds is below.

#1MATHER GROUP, LLC.Active
Notable overlap · 3 shared positions
$SNOW$VLTO$MKL
$10.0B
1,896 positions
#2LINCOLN NATIONAL CORPActive
Notable overlap · 3 shared positions
$SNOW$VLTO$MKL
$3.5B
19 positions
#3FLC Capital AdvisorsPassive
Notable overlap · 3 shared positions
$SNOW$VLTO$SCHW
$560M
221 positions
#4Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$SCHW
$112M
80 positions
#5FC Advisory LLCActive
Some overlap · 4 shared positions
$SNOW$VLTO$MKL$SCHW
$342M
115 positions
#6Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$SCHW
$163M
67 positions
#7Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$SNOW$MKL$NOC$SCHW
$190M
82 positions
#8Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$SNOW$VLTO$MKL$SCHW
$279M
323 positions
#9Red Mountain Financial, LLCPassive
Some overlap · 4 shared positions
$SNOW$MKL$SCHW$UNP
$106M
79 positions
#10Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 4 shared positions
$SNOW$MKL$SCHW$NOC
$931M
518 positions
#11Level Financial AdvisorsActive
Some overlap · 4 shared positions
$VLTO$SNOW$NOC$SCHW
$392M
92 positions
#12SOUTHERN MICHIGAN BANK & TRUSTActive
Some overlap · 4 shared positions
$SNOW$NOC$SCHW$UNP
$261M
424 positions
#13Clarity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$215M
95 positions
#14Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$1.4B
58 positions
#15Frankly Finances, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$110M
64 positions
#16FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$754M
345 positions
#17LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$1.0B
232 positions
#18Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$950M
192 positions
#19Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$335M
104 positions
#20Colter Lewis Investment Partners LLCPassive
Some overlap · 3 shared positions
$SNOW$MKL$UNP
$106M
111 positions
#21PCG ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$UNP
$125M
78 positions
#22Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$SNOW$MKL$UNP
$325M
57 positions
#23Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$SCHW
$247M
51 positions
#24Mach-1 Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$NOC$SCHW
$284M
161 positions
#25Rialto Wealth Management, LLCPassive
Some overlap · 3 shared positions
$VLTO$SNOW$SCHW
$445M
1,730 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.