Hedge Funds Similar to Farther Finance Advisors

13F Portfolio OverlapQ3 2026Farther Finance Advisors portfolio →

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Most similar hedge funds by 13F overlap

Farther Finance Advisors, LLC is an institutional investor managing $14.2B across 6,151 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 Farther Finance Advisors are Pictet North America Advisors SA, Alpha Financial Partners, New England Private Wealth Advisors, with shared positions in $ORLY, $DOV, $IAU, $GLDM. The full ranking of 25 similar funds is below.

#1Pictet North America Advisors SAActive

Slight overlap · 3 shared positions

$ORLY $DOV $IAU

$1.2B

189 positions

#2Alpha Financial Partners, LLCActive

Slight overlap · 3 shared positions

$GLDM $ORLY $IAU

$190M

118 positions

#3New England Private Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$1.0B

205 positions

#4MAI Capital ManagementPassive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$26.6B

2,108 positions

#5Genesis Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$167M

72 positions

#6Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$166M

570 positions

#7Greenline Partners, LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$983M

149 positions

#8Integrity Wealth Solutions LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$271M

129 positions

#9MACROVIEW INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$167M

106 positions

#10Lynx Investment AdvisoryPassive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$303M

228 positions

#11PENOBSCOT WEALTH MANAGEMENTActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$388M

120 positions

#12NavPoint Financial, Inc.Active

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$283M

75 positions

#13MYECFO, LLCSmart money

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$266M

72 positions

#14PENNINGTON PARTNERS & CO., LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$312M

131 positions

#15Nova Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$181M

570 positions

#16One Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $ORLY

$906M

326 positions

#17Zhang Financial LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$3.4B

392 positions

#18Boyce & Associates Wealth Consulting, Inc.Active

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$165M

79 positions

#19Blueprint Financial Advisors LLCActive

Slight overlap · 4 shared positions

$DOV $ORLY $IAU $GLDM

$936M

152 positions

#203EDGE Asset Management, LPActive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$2.2B

94 positions

#21Blueprint Investment Partners LLCActive

Slight overlap · 4 shared positions

$DOV $IAU $ORLY $GLDM

$1.2B

169 positions

#22FIDUCIARY ADVISORS, INC.Active

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$149M

144 positions

#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$ORLY $DOV $IAU

$769M

225 positions

#24Fermata Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $IAU $GLDM

$517M

293 positions

#25Betterment LLCActive

Slight overlap · 3 shared positions

$DOV $IAU $GLDM

$59.1B

675 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.