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Hedge Funds Similar to Convergence Financial,

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

Convergence Financial, LLC is an institutional investor managing $943M across 217 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 Convergence Financial, are Mendel Money, J.W. COLE ADVISORS,, Asio ,, with shared positions in $JHG, $MS, $DUK, $GEV, $AME, $TMO. The full ranking of 25 similar funds is below.

#1Mendel Money ManagementPassive
Some overlap · 8 shared positions
$JHG$MS$DUK$GEV$AME$TMO
$239M
137 positions
#2J.W. COLE ADVISORS, INC.Passive
Some overlap · 6 shared positions
$JHG$MS$DUK$GEV$COP$MAR
$3.0B
785 positions
#3Asio Capital, LLCActive
Slight overlap · 6 shared positions
$JHG$CRWD$GEV$COP$TMO$LOW
$712M
110 positions
#4ALBION FINANCIAL GROUP /UTActive
Slight overlap · 5 shared positions
$JHG$MS$GEV$COP$TMO
$1.5B
737 positions
#5Brown Financial AdvisorsPassive
Slight overlap · 5 shared positions
$JHG$MS$COP$TMO$LOW
$264M
209 positions
#6Paladin Wealth, LLCPassive
Slight overlap · 5 shared positions
$JHG$MS$COP$TMO$LOW
$145M
125 positions
#7Gradient Investments LLCPassive
Slight overlap · 5 shared positions
$JHG$MS$COP$TMO$LOW
$6.5B
420 positions
#8A4 Wealth Advisors LLCPassive
Slight overlap · 7 shared positions
$JHG$MS$DUK$IBIT$TMO$LOW
$122M
103 positions
#9Schear Investment Advisers, LLCPassive
Slight overlap · 5 shared positions
$MS$CRWD$GEV$ULTA$MSI
$227M
77 positions
#10HCR Wealth AdvisorsActive
Slight overlap · 5 shared positions
$JHG$MS$COP$AME$TMO
$964M
241 positions
#11Vann Equity Management LLCPassive
Slight overlap · 5 shared positions
$MS$CRWD$GEV$COP$TMO
$140M
158 positions
#12Weaver Consulting GroupPassive
Slight overlap · 4 shared positions
$JHG$MS$GEV$TMO
$420M
275 positions
#13Mason & Associates IncActive
Slight overlap · 4 shared positions
$JHG$MS$CRWD$COP
$516M
160 positions
#14Ruggaard & Associates LLCPassive
Slight overlap · 4 shared positions
$JHG$MS$COP$DE
$252M
122 positions
#15Mattson Financial Services, LLCPassive
Slight overlap · 4 shared positions
$JHG$MS$COP$LOW
$419M
232 positions
#16Safe Harbor Wealth Advisors, LLC
Slight overlap · 4 shared positions
$JHG$MS$COP$LOW
$103M
96 positions
#17Greystone Financial Group, LLCPassive
Slight overlap · 5 shared positions
$MS$CRWD$DUK$TMO$LOW
$353M
78 positions
#18Vertrix Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$MS$CRWD$DUK$TMO$LOW
$272M
95 positions
#19Whalen Wealth Management Inc.Passive
Slight overlap · 4 shared positions
$JHG$MS$GEV$IBIT
$187M
174 positions
#20Sentinus, LLCPassive
Slight overlap · 4 shared positions
$JHG$MS$COP$MAR
$1.1B
596 positions
#21First Financial Group CorpActive
Slight overlap · 4 shared positions
$JHG$CRWD$DUK$GEV
$122M
80 positions
#22PFS Partners, LLCActive
Slight overlap · 4 shared positions
$JHG$MS$GEV$MAR
$218M
590 positions
#23Pacific Park Financial, Inc.Active
Slight overlap · 4 shared positions
$JHG$MS$COP$MAR
$153M
73 positions
#24Comprehensive Financial Planning, Inc./PAPassive
Slight overlap · 4 shared positions
$JHG$MS$CRWD$MAR
$144M
387 positions
#25Quest 10 Wealth Builders, Inc.Passive
Slight overlap · 4 shared positions
$MS$JHG$DUK$MAR
$114M
763 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.