13F Pro

Hedge Funds Similar to 25

13F Portfolio OverlapQ1 202625 portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

25 LLC is an institutional investor managing $324M across 69 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 25 are Luminvest Wealth, Family CFO, VANGUARD ADVISERS, with shared positions in $BRZE, $USB, $DDOG, $UNIT, $NKE, $AFRM. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money
Substantial overlap · 3 shared positions
$BRZE$USB$DDOG
$382M
55 positions
#2Family CFO IncActive
Substantial overlap · 5 shared positions
$BRZE$UNIT$USB$NKE$AFRM
$223M
41 positions
#3VANGUARD ADVISERS INCSmart money
Substantial overlap · 5 shared positions
$BRZE$DDOG$AFRM$UNIT$USB
$25.5B
668 positions
#4Tenon Financial LLCSmart money
Substantial overlap · 3 shared positions
$BRZE$DDOG$UNIT
$255M
54 positions
#5Manuka Financial, LLCActive
Substantial overlap · 4 shared positions
$BRZE$DDOG$UNIT$LOW
$162M
56 positions
#6Mallini Complete Financial Planning LLCSmart money
Substantial overlap · 3 shared positions
$BRZE$DDOG$AFRM
$126M
61 positions
#7Towneley Capital Management, Inc / DESmart money
Substantial overlap · 3 shared positions
$BRZE$DDOG$NKE
$478M
42 positions
#8Prospera Capital Management, LLCSmart money
Notable overlap · 5 shared positions
$BRZE$DDOG$USB$UNIT$NEE
$199M
45 positions
#9Tribridge Partners Financial LLCActive
Notable overlap · 4 shared positions
$BRZE$DDOG$FAST$AFRM
$242M
80 positions
#10Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$BRZE$UNIT$DDOG$NKE$LOW
$1.1B
121 positions
#11SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$UNIT$DDOG
$103M
37 positions
#12Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$UNIT$USB$NEE
$160M
82 positions
#13BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$USB$NEE$UNIT$NKE
$174M
32 positions
#14Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$BRZE$UNIT$NEE
$149M
70 positions
#15Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$NKE
$125M
37 positions
#16Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$UNIT
$368M
121 positions
#17JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$UNIT$USB$LOW
$102M
27 positions
#18Gleason Group, Inc.Active
Notable overlap · 3 shared positions
$BRZE$DDOG$SNA
$1.0B
229 positions
#19FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$BRZE$UNIT$USB$BA
$133M
121 positions
#20Envision Financial LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$UNIT$BPRE
$186M
46 positions
#21Sellwood Investment Partners LLCSmart money
Notable overlap · 4 shared positions
$BRZE$DDOG$AFRM$NKE
$254M
59 positions
#22Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$NEE$NKE$UNIT
$284M
91 positions
#23Sageworth Trust CoActive
Notable overlap · 3 shared positions
$BRZE$UNIT$AFRM
$2.3B
172 positions
#24BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$NEE$NKE
$126M
26 positions
#25ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$UNIT$DDOG$NKE
$3.5B
338 positions

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View 25’s holdings

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.