13F Pro

Hedge Funds Similar to Anderson Financial Strategies,

13F Portfolio OverlapQ1 2026Anderson Financial Strategies, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Anderson Financial Strategies, LLC is an institutional investor managing $182M across 32 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 Anderson Financial Strategies, are Second Line ,, Comprehensive Wealth ,, Trilogy, with shared positions in $DUK, $APP, $WT, $SHOP, $ETN, $LYV. The full ranking of 25 similar funds is below.

#1Second Line Capital, LLCActive
Notable overlap · 3 shared positions
$DUK$APP$WT
$528M
185 positions
#2Comprehensive Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SHOP$APP$WT
$198M
39 positions
#3Trilogy Capital Inc.Passive
Notable overlap · 3 shared positions
$WT$APP$DUK
$2.3B
390 positions
#4Cassia Capital Partners, LLCActive
Notable overlap · 3 shared positions
$WT$SHOP$DUK
$194M
67 positions
#5Three Magnolias Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$DUK$SHOP
$157M
103 positions
#6BEACON FINANCIAL GROUPPassive
Notable overlap · 3 shared positions
$WT$ETN$DUK
$1.0B
348 positions
#7PURSUIT WEALTH STRATEGIES, LLCPassive
Some overlap · 3 shared positions
$DUK$WT$ETN
$72M
109 positions
#8WT Wealth ManagementPassive
Some overlap · 3 shared positions
$WT$LYV$SHOP
$336M
138 positions
#9Nepsis Inc.Active
Some overlap · 3 shared positions
$SHOP$RNR$DUK
$299M
29 positions
#10Founders Financial Alliance, LLCPassive
Some overlap · 3 shared positions
$WT$DUK$ETN
$555M
735 positions
#11Rice Partnership, LLCActive
Some overlap · 3 shared positions
$WT$DUK$ETN
$732M
178 positions
#12Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SHOP$APP$DUK
$426M
229 positions
#13First Heartland Consultants, Inc.Passive
Some overlap · 3 shared positions
$DUK$WT$SHOP
$1.3B
523 positions
#14Total Clarity Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$WT$APP$SHOP
$426M
311 positions
#15DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$SHOP$DUK$ETN
$77M
67 positions
#16PERSPECTIVE WEALTH ADVISORS LLCActive
Some overlap · 3 shared positions
$WT$APP$SHOP
$154M
55 positions
#17GreatBanc Trust COActive
Some overlap · 3 shared positions
$WT$ETN$DUK
$143M
67 positions
#18Wealthcare Advisory Partners LLCPassive
Some overlap · 3 shared positions
$WT$APP$DUK
$5.1B
1,073 positions
#19United Asset Strategies, Inc.Passive
Some overlap · 3 shared positions
$WT$DUK$ETN
$1.3B
257 positions
#20Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$DUK$SHOP$ETN
$98M
77 positions
#21WCG Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$WT$APP$SHOP
$3.6B
519 positions
#22Fourth Dimension Wealth, LLCPassive
Slight overlap · 3 shared positions
$WT$ETN$DUK
$264M
596 positions
#23Black Swift Group, LLCActive
Slight overlap · 3 shared positions
$SHOP$DUK$LYV
$571M
117 positions
#24REDMONT WEALTH ADVISORS LLC
Slight overlap · 3 shared positions
$GT$WT$DUK
$66M
307 positions
#25OMERS ADMINISTRATION CorpActive
Slight overlap · 3 shared positions
$DUK$LYV$ETN
$15.6B
1,096 positions

Compare Anderson Financial Strategies,’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 Anderson Financial Strategies,’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.