How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Friday Financial

13F Portfolio OverlapQ1 2026Friday Financial portfolio →

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Most similar hedge funds by 13F overlap

Friday Financial is an institutional investor managing $373M across 108 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 Friday Financial are Avantax Planning Partners,, Brady Martz Wealth Solutions,, FLYWHEEL PRIVATE WEALTH, with shared positions in $AMN, $HUM, $BRZE, $WT, $DE, $SNOW. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active

Notable overlap · 10 shared positions

$AMN $HUM $BRZE $WT $DE $SNOW

$3.6B

435 positions

#2Brady Martz Wealth Solutions, LLCPassive

Notable overlap · 9 shared positions

$NEE $AMN $HUM $WT $BRZE $TXN

$587M

195 positions

#3FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 7 shared positions

$HUM $AMN $BRZE $UNIT $PWR $KKR

$176M

104 positions

#4FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 6 shared positions

$AMN $NEE $BRZE $WT $UNIT $SNOW

$293M

105 positions

#5Approach Retirement Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $AMN $NEE $KKR $IBM

$120M

79 positions

#6SC&H Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$AMN $HUM $NEE $UNIT $WT $BRZE

$663M

155 positions

#7Arbor Wealth Advisors LLCActive

Some overlap · 6 shared positions

$BRZE $AMN $HUM $UNIT $KKR $SNOW

$143M

56 positions

#8Wealth Architects, LLCPassive

Some overlap · 7 shared positions

$HUM $AMN $UNIT $NEE $WT $CTVA

$1.1B

244 positions

#9Reality Financial Planning Services, LLCSmart money

Some overlap · 6 shared positions

$HUM $BRZE $WT $SNOW $TXN $KKR

$104M

20 positions

#10Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$HUM $BRZE $NEE $WT

$92M

82 positions

#11SkyOak Wealth, LLCPassive

Some overlap · 8 shared positions

$AMN $HUM $UNIT $NEE $SNOW $IBIT

$546M

255 positions

#12Focus Partners Advisor Solutions, LLCPassive

Some overlap · 8 shared positions

$AMN $NEE $UNIT $BRZE $WT $SNOW

$9.9B

1,249 positions

#13Capital Advisors Wealth Management, LLCPassive

Some overlap · 8 shared positions

$HUM $AMN $SNOW $UNIT $KKR $MAR

$745M

219 positions

#14Ballast Financial Advisors LLCActive

Some overlap · 5 shared positions

$HUM $AMN $UNIT $BRZE $KKR

$98M

68 positions

#15Sage Investment Advisers LLCPassive

Some overlap · 7 shared positions

$BRZE $HUM $DE $SNOW $IBIT $KKR

$135M

89 positions

#16Kastel Capital Advisors, LLCActive

Some overlap · 6 shared positions

$HUM $BRZE $IBIT $UNIT $KKR $ALPS

$163M

55 positions

#17Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$NEE $BRZE $WT $UNIT $SNOW $HUM

$950M

192 positions

#18New England Private Wealth Advisors LLCActive

Some overlap · 6 shared positions

$HUM $BRZE $WT $AMN $KKR $MAR

$866M

194 positions

#19CAHILL FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$HUM $AMN $WT $UNIT $MAR $ALPS

$924M

286 positions

#20COGENT STRATEGIC WEALTH LLCActive

Some overlap · 4 shared positions

$BRZE $AMN $NEE $PLTR

$97M

56 positions

#21ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 6 shared positions

$HUM $BRZE $WT $UNIT $SNOW $PLTR

$753M

159 positions

#22Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 6 shared positions

$HUM $BRZE $UNIT $SNOW $TXN $KKR

$111M

63 positions

#23WARNER FINANCIAL, INCActive

Some overlap · 6 shared positions

$HUM $BRZE $UNIT $KKR $IBM $TXN

$292M

135 positions

#24McClarren Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$HUM $BRZE $UNIT $KKR $MAR $DIS

$169M

79 positions

#25Curran Financial Partners, LLCActive

Some overlap · 6 shared positions

$HUM $BRZE $WT $KKR $TXN $MAR

$559M

127 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.