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Hedge Funds Similar to FINANCIAL ADVISORY PARTNERS,

13F Portfolio OverlapQ1 2026FINANCIAL ADVISORY PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

FINANCIAL ADVISORY PARTNERS, LLC is an institutional investor managing $354M across 66 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 FINANCIAL ADVISORY PARTNERS, are MilWealth Group, Advantage,, DecisionPoint Financial,, with shared positions in $USB, $HUM, $SRE, $SCHW, $MAR, $RSG. The full ranking of 25 similar funds is below.

#1MilWealth Group LLCSmart money
Substantial overlap · 3 shared positions
$USB$HUM$SRE
$420M
81 positions
#2Capital Advantage, Inc.Active
Substantial overlap · 3 shared positions
$USB$HUM$SCHW
$765M
145 positions
#3DecisionPoint Financial, LLCActive
Substantial overlap · 6 shared positions
$USB$MAR$SCHW$RSG$SYK$PH
$464M
679 positions
#4Davidson Capital Management Inc.Active
Substantial overlap · 3 shared positions
$USB$MS$NEE
$552M
93 positions
#5CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 5 shared positions
$USB$HUM$MS$SCHW$LMT
$363M
102 positions
#6Pioneer Wealth Management GroupSmart money
Substantial overlap · 5 shared positions
$USB$SCHW$UNP$HUM$MAR
$357M
50 positions
#7BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 4 shared positions
$USB$LOW$LMT$NEE
$689M
87 positions
#8Longview Financial Advisors LLCActive
Notable overlap · 5 shared positions
$USB$WT$MS$SCHW$PH
$184M
157 positions
#9BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$NEE$SCHW
$126M
26 positions
#10Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$SCHW$MAR
$407M
51 positions
#11KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$LMT$SCHW
$227M
92 positions
#12Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$NEE$SCHW$MAR
$284M
91 positions
#13SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$WT$HUM
$146M
67 positions
#14Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$USB$MAR$HUM$WT$LMT
$153M
344 positions
#15Farrell Financial LLCPassive
Notable overlap · 6 shared positions
$USB$HUM$WT$CB$SCHW$MAR
$167M
76 positions
#16Evergreen Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$HUM$LOW
$426M
168 positions
#17Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$OKTA$HUM$NEE
$228M
60 positions
#1825 LLCActive
Notable overlap · 3 shared positions
$USB$NEE$LOW
$324M
69 positions
#19PETERSON WEALTH MANAGEMENTActive
Notable overlap · 5 shared positions
$USB$HUM$NEE$PH$LMT
$172M
166 positions
#20Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$USB$OKTA$MS$LMT$WT
$284M
125 positions
#21Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$OKTA$HUM$SCHW
$197M
50 positions
#22Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$USB$MAR$LOW$SCHW
$201M
426 positions
#23Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$USB$MAR$WT$NEE
$451M
146 positions
#24WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$USB$OKTA$WT$SCHW$HUM
$508M
107 positions
#25Bridgewater Advisors Inc.Passive
Notable overlap · 4 shared positions
$USB$MAR$NEE$HUM
$1.7B
456 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.