13F Pro

Hedge Funds Similar to Manuka Financial,

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

Most similar hedge funds by 13F overlap

Manuka Financial, LLC is an institutional investor managing $162M across 56 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 Manuka Financial, are Luminvest Wealth, 25, VANGUARD ADVISERS, with shared positions in $BRZE, $DDOG, $DHR, $KKR, $MKL, $MU. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money
Substantial overlap · 7 shared positions
$BRZE$DDOG$DHR$KKR$MKL$MU
$382M
55 positions
#225 LLCActive
Substantial overlap · 4 shared positions
$BRZE$DDOG$UNIT$LOW
$324M
69 positions
#3VANGUARD ADVISERS INCSmart money
Substantial overlap · 8 shared positions
$BRZE$DDOG$SNOW$MKL$KKR$UNIT
$25.5B
668 positions
#4Tenon Financial LLCSmart money
Substantial overlap · 5 shared positions
$BRZE$DDOG$DHR$KKR$UNIT
$255M
54 positions
#5Arbor Wealth Advisors LLCActive
Substantial overlap · 5 shared positions
$BRZE$KKR$UNIT$SNOW$SCHW
$143M
56 positions
#6Charis Legacy Partners, LLCSmart money
Substantial overlap · 3 shared positions
$BRZE$KKR$MKL
$68M
27 positions
#7Towneley Capital Management, Inc / DESmart money
Substantial overlap · 5 shared positions
$BRZE$SNOW$DDOG$DOV$MKL
$478M
42 positions
#8STONE LOFT WEALTH MANAGEMENT LLCActive
Substantial overlap · 3 shared positions
$BRZE$MKL$SNOW
$140M
29 positions
#9SAM Advisors, LLCSmart money
Substantial overlap · 3 shared positions
$BRZE$UBER$SCHW
$319M
47 positions
#10Prospera Capital Management, LLCSmart money
Notable overlap · 6 shared positions
$BRZE$DDOG$SNOW$UNIT$MKL$SCHW
$199M
45 positions
#11Tribridge Partners Financial LLCActive
Notable overlap · 3 shared positions
$BRZE$DDOG$UNP
$242M
80 positions
#12FIDUCIARY ADVISORS, INC.Active
Notable overlap · 6 shared positions
$BRZE$DHR$DOV$KKR$UNIT$MKL
$133M
121 positions
#13Verus Financial Partners, Inc.Smart money
Notable overlap · 8 shared positions
$BRZE$DHR$SNOW$DDOG$UNIT$DOV
$1.1B
121 positions
#14Mallini Complete Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DDOG$KKR
$126M
61 positions
#15SVRN Asset Management, LLCActive
Notable overlap · 5 shared positions
$BRZE$DDOG$UNIT$MKL$SCHW
$103M
37 positions
#16Drystone LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$111M
18 positions
#17Sellwood Investment Partners LLCSmart money
Notable overlap · 5 shared positions
$BRZE$DDOG$SNOW$DOV$SCHW
$254M
59 positions
#18Sageworth Trust CoActive
Notable overlap · 4 shared positions
$BRZE$DOV$UNIT$KKR
$2.3B
172 positions
#19WealthCollab, LLCPassive
Notable overlap · 6 shared positions
$BRZE$DHR$SNOW$DDOG$MKL$SCHW
$243M
977 positions
#20Global Endowment Management, LPActive
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$896M
126 positions
#21Gleason Group, Inc.Active
Notable overlap · 5 shared positions
$BRZE$DDOG$DHR$KKR$MKL
$1.0B
229 positions
#22Juno Financial Group LLCActive
Notable overlap · 6 shared positions
$BRZE$DHR$KKR$UBER$SCHW$LOW
$255M
70 positions
#23Charter Oak Capital Management, LLCActive
Notable overlap · 5 shared positions
$BRZE$DHR$KKR$MKL$DOV
$1.3B
208 positions
#24Standpoint Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DHR$MKL
$412M
8 positions
#25Gibson Wealth Advisors LLCSmart money
Notable overlap · 3 shared positions
$BRZE$MKL$MU
$149M
37 positions

Compare Manuka Financial,’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 Manuka Financial,’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.