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Hedge Funds Similar to Financial Perspectives,

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

Financial Perspectives, Inc is an institutional investor managing $358M across 716 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 Perspectives, are SWAN, DAGCO,, White Lighthouse Investment, with shared positions in $KKR, $MAR, $HUM, $USB, $MU, $MS. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$KKR$MAR$HUM$USB$MU
$272M
554 positions
#2DAGCO, INC.Passive
Notable overlap · 4 shared positions
$KKR$HUM$MAR$MS
$461M
353 positions
#3White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$KKR$MAR$HUM$USB
$721M
145 positions
#4Vermillion Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$MAR$HUM$KKR$USB
$255M
1,563 positions
#5John A. Wolfe & Associates, Inc.Active
Notable overlap · 3 shared positions
$MAR$KKR$USB
$65M
42 positions
#6CVA Family Office, LLCPassive
Notable overlap · 5 shared positions
$MAR$HUM$MS$KKR$USB
$950M
1,838 positions
#7Junk Investment Group, LLCPassive
Notable overlap · 4 shared positions
$MAR$HUM$KKR$AMGN
$191M
88 positions
#8Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$KKR$MAR$HUM$USB
$320M
972 positions
#9Seneca Financial Advisors LLCActive
Notable overlap · 5 shared positions
$KKR$HUM$USB$AMGN$SE
$341M
64 positions
#10Crews Bank & TrustPassive
Notable overlap · 4 shared positions
$KKR$HUM$MS$USB
$690M
673 positions
#11Blackston Financial Advisory Group, LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$MAR
$160M
106 positions
#12Buska Wealth Management, LLCActive
Notable overlap · 4 shared positions
$KKR$HUM$USB$UNH
$249M
74 positions
#13Talisman Wealth Advisors LLCPassive
Notable overlap · 4 shared positions
$KKR$MS$HUM$MAR
$124M
101 positions
#14Adirondack Capital Advisors, LLCSmart money
Notable overlap · 3 shared positions
$KKR$HUM$MS
$156M
44 positions
#15Cornerstone Advisory, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$MAR
$1.1B
262 positions
#16Juno Financial Group LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$SE
$255M
70 positions
#17truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$KKR$HUM$MS
$97M
49 positions
#18APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$KKR$MAR$MS$GILD
$117M
72 positions
#19Western Pacific Wealth Management, LPActive
Notable overlap · 3 shared positions
$KKR$HUM$ASML
$98M
197 positions
#20Martel Wealth Advisors IncSmart money
Notable overlap · 3 shared positions
$KKR$HUM$MAR
$587M
73 positions
#21SPRENG CAPITAL MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$KKR$HUM$MU$AMGN
$212M
66 positions
#22Gross & Hartman Investments LLCSmart money
Notable overlap · 3 shared positions
$KKR$MAR$MS
$192M
72 positions
#23HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$MAR
$238M
142 positions
#24Arlington Trust Co LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$SE
$1.1B
844 positions
#25Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 5 shared positions
$KKR$HUM$MS$USB$SHOP
$365M
111 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.