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Hedge Funds Similar to Farther Finance Advisors,

13F Portfolio OverlapQ1 2026Farther Finance Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Farther Finance Advisors, LLC is an institutional investor managing $12.8B across 5,986 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 Farther Finance Advisors, are Sterling Financial Planning,, Apella ,, Tillman Hartley, with shared positions in $NKE, $COP, $WT, $SNOW, $IAU, $KKR. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active
Some overlap · 7 shared positions
$NKE$COP$WT$SNOW$IAU$KKR
$337M
117 positions
#2Apella Capital, LLCActive
Some overlap · 7 shared positions
$NKE$COP$SNOW$AMN$HUM$IAU
$6.7B
685 positions
#3Tillman Hartley LLCActive
Some overlap · 6 shared positions
$NKE$COP$SNOW$AMN$WT$IAU
$398M
88 positions
#4Burk Holdings LLCPassive
Some overlap · 6 shared positions
$NKE$WT$SNOW$AMN$HUM$IAU
$233M
676 positions
#5Beckerman Institutional, LLCPassive
Some overlap · 6 shared positions
$NKE$WT$SNOW$GLDM$HUM$IAU
$188M
121 positions
#6COWA, LLCActive
Some overlap · 5 shared positions
$NKE$COP$WT$AMN$IAU
$371M
158 positions
#7OMNI 360 Wealth, Inc.Passive
Some overlap · 6 shared positions
$NKE$WT$SNOW$HUM$GLDM$KKR
$194M
125 positions
#8Opus Financial Solutions LLCPassive
Some overlap · 6 shared positions
$NKE$WT$SNOW$HUM$COP$IAU
$106M
103 positions
#9Aegis Wealth Management LLCPassive
Some overlap · 5 shared positions
$NKE$COP$SNOW$AMN$IAU
$175M
118 positions
#10Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$NKE$COP$SNOW$IAU$KKR
$290M
607 positions
#11Apeiron RIA LLCPassive
Some overlap · 6 shared positions
$NKE$WT$AMN$GLDM$IAU$KKR
$431M
204 positions
#12Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 4 shared positions
$NKE$COP$WT$AMN
$5.8B
996 positions
#13CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 5 shared positions
$NKE$COP$AMN$IAU$KKR
$532M
162 positions
#14Quent Capital, LLCPassive
Some overlap · 5 shared positions
$NKE$SNOW$AMN$GLDM$IAU
$1.4B
1,534 positions
#15Quent Long Short Global Small Cap Fund, LP
Some overlap · 5 shared positions
$NKE$SNOW$AMN$GLDM$IAU
$1.2B
299 positions
#16Fonville Wealth Management LLCPassive
Some overlap · 6 shared positions
$NKE$SNOW$AMN$HUM$KKR$IAU
$525M
138 positions
#17Pillar Financial Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$COP$SNOW$IAU
$171M
106 positions
#18Focus Partners Advisor Solutions, LLCPassive
Some overlap · 7 shared positions
$NKE$AMN$WT$COP$SNOW$HUM
$9.9B
1,249 positions
#19Savant Capital, LLCActive
Some overlap · 4 shared positions
$NKE$WT$SNOW$AMN
$20.7B
1,500 positions
#20TOBIAS FINANCIAL ADVISORS, INC.Active
Some overlap · 5 shared positions
$NKE$WT$SNOW$HUM$KKR
$718M
143 positions
#21Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$NKE$COP$AMN$HUM$KKR
$295M
168 positions
#22Team Hewins, LLCSmart money
Some overlap · 5 shared positions
$NKE$SNOW$AMN$HUM$WT
$337M
41 positions
#23Werba Rubin Papier Wealth ManagementPassive
Some overlap · 5 shared positions
$NKE$SNOW$AMN$GLDM$IAU
$718M
278 positions
#24McCartney Wealth Management LLCActive
Some overlap · 4 shared positions
$NKE$SNOW$WT$AMN
$119M
65 positions
#25EARNED WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$NKE$WT$AMN$HUM$SNOW
$1.5B
468 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.