13F Pro

Hedge Funds Similar to EIGHT 31 FINANCIAL,

13F Portfolio OverlapQ1 2026EIGHT 31 FINANCIAL, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EIGHT 31 FINANCIAL, LLC is an institutional investor managing $166M across 72 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 EIGHT 31 FINANCIAL, are THREADGILL FINANCIAL,, ARCADIA INVESTMENT ADVISORS, Summit Asset ,, with shared positions in $SSL, $HLT, $OXY, $COP, $KO, $SNOW. The full ranking of 25 similar funds is below.

#1THREADGILL FINANCIAL, LLCActive
Notable overlap · 5 shared positions
$SSL$HLT$OXY$COP$KO
$344M
44 positions
#2ARCADIA INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$SNOW
$212M
81 positions
#3Summit Asset Management, LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$KO
$719M
172 positions
#4Windsor Capital Management, LLCActive
Notable overlap · 3 shared positions
$SSL$HLT$KO
$355M
123 positions
#5InvesTrustPassive
Notable overlap · 6 shared positions
$SSL$HLT$SHEL$CTVA$SNOW$KO
$238M
91 positions
#6Sound View Wealth Advisors Group, LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$EPD$KO
$1.5B
422 positions
#7MEMBERS WEALTH LLCActive
Some overlap · 3 shared positions
$HLT$SSL$KO
$167M
113 positions
#8Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 5 shared positions
$SSL$HLT$COP$CTVA$SNOW
$257M
109 positions
#9Womack Financial LLCActive
Some overlap · 5 shared positions
$TFIN$FANG$VNOM$OXY$SNOW
$136M
71 positions
#10LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$CRWD
$133M
61 positions
#11WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SSL$HLT$FANG$KO
$1.6B
263 positions
#12Commonwealth Financial Services, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$KO
$632M
278 positions
#13SCP Investment, LPPassive
Some overlap · 5 shared positions
$VNOM$EOG$FANG$COP$SHEL
$90M
48 positions
#14LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$SSL$HLT$COP$CTVA$SNOW
$135M
83 positions
#15Wilkins Miller Wealth Management, LLCPassive
Some overlap · 5 shared positions
$HLT$SSL$SNOW$KO$EPD
$165M
89 positions
#16Cornerstone Planning, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$KO
$443M
141 positions
#17ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 7 shared positions
$EOG$FANG$COP$OXY$DVN$CTVA
$863M
54 positions
#18Signature Wealth Management GroupPassive
Some overlap · 3 shared positions
$HLT$SSL$WMB
$263M
128 positions
#19SONATA CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$SSL$HLT$COP$CTVA$SNOW
$271M
123 positions
#20Sippican Capital AdvisorsPassive
Some overlap · 3 shared positions
$TFIN$EOG$FANG
$146M
107 positions
#21Ruggaard & Associates LLCPassive
Some overlap · 3 shared positions
$HLT$COP$AEM
$252M
122 positions
#22Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$SSL$HLT$COP$EPD
$526M
77 positions
#23MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$SNOW
$1.0B
1,197 positions
#24LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$HLT$SSL$COP$KO
$197M
223 positions
#25NOVEM GROUPPassive
Some overlap · 4 shared positions
$HLT$SSL$COP$SNOW
$873M
437 positions

Compare EIGHT 31 FINANCIAL,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View EIGHT 31 FINANCIAL,’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.