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Hedge Funds Similar to Trademark Financial ,

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

Trademark Financial Management, LLC is an institutional investor managing $204M across 102 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 Trademark Financial , are Burk, EQ WEALTH ADVISORS,, Rather & Kittrell,, with shared positions in $NKE, $IAU, $HUM, $WT, $BAH, $USB. The full ranking of 25 similar funds is below.

#1Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$NKE$IAU$HUM$WT
$233M
676 positions
#2EQ WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$HUM$BAH
$171M
54 positions
#3Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$NKE$IAU$USB
$648M
113 positions
#4Valued Retirements, Inc.Passive
Notable overlap · 5 shared positions
$NKE$IAU$WT$HUM$USB
$102M
90 positions
#5FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$NKE$IAU$ROK
$242M
73 positions
#6Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$WT
$110M
64 positions
#7Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$USB
$171M
106 positions
#8Clarity Asset Management, Inc.Passive
Notable overlap · 6 shared positions
$NKE$MS$ZBRA$WT$FGDL$BAH
$198M
290 positions
#9Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NKE$IAU$USB
$315M
56 positions
#10VESTIA PERSONAL WEALTH ADVISORSActive
Notable overlap · 4 shared positions
$NKE$IAU$WT$HUM
$213M
99 positions
#11McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$NKE$USB$HUM
$755M
189 positions
#12ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$NKE$USB$WT
$112M
69 positions
#13Squire Investment Management Company, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$MS
$360M
76 positions
#14Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$WT
$398M
88 positions
#15Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$NKE$IAU$USB
$279M
141 positions
#16Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$NKE$IAU$WT$HUM
$337M
117 positions
#17ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 5 shared positions
$NKE$HUM$WT$SHW$BAH
$753M
159 positions
#18Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$NKE$IAU$SHW$USB$WT
$1.5B
686 positions
#19Prism Advisors, Inc.Active
Notable overlap · 3 shared positions
$NKE$MS$WT
$375M
75 positions
#20Financially in Tune, LLCActive
Notable overlap · 3 shared positions
$NKE$HUM$WT
$116M
77 positions
#21Opus Financial Solutions LLCPassive
Notable overlap · 5 shared positions
$NKE$HUM$WT$SHOP$IAU
$106M
103 positions
#22Confluence Wealth Services, Inc.Active
Notable overlap · 4 shared positions
$NKE$MS$HUM$BAH
$2.6B
365 positions
#23Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$NKE$USB$MDLZ$IAU
$987M
100 positions
#24COWA, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$WT
$371M
158 positions
#25Root Financial Partners, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$HUM
$2.2B
3,466 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.