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Hedge Funds Similar to NFP Retirement,

13F Portfolio OverlapQ1 2026NFP Retirement, portfolio →
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Most similar hedge funds by 13F overlap

NFP Retirement, Inc. is an institutional investor managing $1.7B across 310 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 NFP Retirement, are MidAtlantic ,, TAGStone ,, Farrell Financial, with shared positions in $COP, $WT, $NTRB, $KKR, $MKL, $SE. The full ranking of 25 similar funds is below.

#1MidAtlantic Capital Management, Inc.Passive
Some overlap · 5 shared positions
$COP$WT$NTRB$KKR$MKL
$145M
84 positions
#2TAGStone Capital, Inc.Passive
Some overlap · 7 shared positions
$COP$WT$SE$MAR$DHR$USB
$283M
137 positions
#3Farrell Financial LLCPassive
Some overlap · 7 shared positions
$COP$WT$MKL$MAR$USB$BRZE
$167M
76 positions
#4CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Some overlap · 6 shared positions
$COP$NTRB$WT$KKR$MAR$USB
$1.6B
2,162 positions
#5Forum Private Client Group LLCActive
Some overlap · 6 shared positions
$COP$NTRB$DHR$KKR$USB$HUM
$300M
80 positions
#6ETF Portfolio Partners, Inc.Active
Some overlap · 5 shared positions
$COP$NTRB$MKL$DHR$KKR
$381M
68 positions
#7Cherry Tree Wealth Management, LLCPassive
Some overlap · 8 shared positions
$COP$WT$MKL$KKR$BRZE$DHR
$473M
582 positions
#8WESCAP Management Group, Inc.Active
Some overlap · 6 shared positions
$COP$WT$SE$USB$HUM$OKTA
$508M
107 positions
#9Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$COP$NTRB$KKR$SE$USB$HUM
$109M
1,311 positions
#10FIDUCIARY ADVISORS, INC.Active
Some overlap · 8 shared positions
$COP$DHR$MKL$KKR$SE$USB
$133M
121 positions
#11White Lighthouse Investment Management Inc.Active
Some overlap · 8 shared positions
$COP$DHR$KKR$MAR$USB$BRZE
$721M
145 positions
#12Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$COP$NTRB$SE$MKL$USB
$160M
82 positions
#13Cascade Financial Partners, LLCActive
Some overlap · 6 shared positions
$WT$NTRB$SE$KKR$USB$HUM
$970M
263 positions
#14Catalyst Investment Management LLCPassive
Some overlap · 7 shared positions
$WT$DHR$SE$MKL$KKR$BSX
$90M
65 positions
#15Causey Wealth LLCPassive
Some overlap · 7 shared positions
$WT$NTRB$KKR$COP$USB$BRZE
$236M
81 positions
#16Goldstone Financial Group, LLCPassive
Some overlap · 6 shared positions
$WT$COP$MKL$KKR$MAR$DHR
$922M
228 positions
#17BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$COP$WT$SE$USB$HUM$KKR
$129M
217 positions
#18Gateway Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$WT$NTRB$SE$KKR$BRZE$HUM
$2.6B
925 positions
#19Sentinus, LLCPassive
Some overlap · 6 shared positions
$COP$WT$MAR$SE$USB$BRZE
$1.1B
596 positions
#20Mosaic Advisors LLCPassive
Some overlap · 5 shared positions
$COP$NTRB$MKL$MAR$HUM
$67M
42 positions
#21Meridian Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$COP$WT$KKR$USB$HUM$SE
$183M
141 positions
#22Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$COP$WT$DHR$BRZE$HUM
$92M
82 positions
#23Ameritas Advisory Services, LLCPassive
Some overlap · 6 shared positions
$WT$NTRB$COP$MAR$KKR$HUM
$2.6B
1,075 positions
#24VSM Wealth Advisory, LLCPassive
Some overlap · 6 shared positions
$COP$NTRB$MKL$KKR$MAR$HUM
$335M
505 positions
#25Luminvest Wealth Management LLCSmart money
Some overlap · 7 shared positions
$COP$MKL$KKR$DHR$USB$BRZE
$382M
55 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.