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Hedge Funds Similar to BENNINGFIELD FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026BENNINGFIELD FINANCIAL ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

BENNINGFIELD FINANCIAL ADVISORS, LLC is an institutional investor managing $127M across 18 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 BENNINGFIELD FINANCIAL ADVISORS, are COGENT STRATEGIC WEALTH, Cypress Point Wealth ,, ATLas Financial Planning, with shared positions in $AMN, $NKE, $PLTR, $BRZE. The full ranking of 25 similar funds is below.

#1COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$PLTR$BRZE
$97M
56 positions
#2Cypress Point Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$PLTR$AMN$BRZE
$464M
123 positions
#3ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$112M
69 positions
#4Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$143M
50 positions
#5JDH Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$148M
54 positions
#6Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$PLTR
$221M
60 positions
#7HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$PLTR
$213M
81 positions
#8Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$179M
70 positions
#9EnRich Financial Partners LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$377M
64 positions
#10Fonville Wealth Management LLCPassive
Notable overlap · 4 shared positions
$AMN$NKE$BRZE$PLTR
$525M
138 positions
#11Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$398M
88 positions
#12Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$718M
278 positions
#13QUARRY HILL ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$243M
51 positions
#14Focus Partners Advisor Solutions, LLCPassive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$9.9B
1,249 positions
#15CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$AMN$PLTR$NKE
$293M
1,255 positions
#16Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$PLTR
$133M
66 positions
#17Oak Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$182M
57 positions
#18Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$PLTR
$503M
198 positions
#19BWM Planning, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$379M
87 positions
#20Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$BRZE$NKE
$369M
70 positions
#21Foster Group, Inc.Active
Notable overlap · 3 shared positions
$NKE$AMN$PLTR
$3.4B
284 positions
#22Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$110M
64 positions
#23B&D White Capital Company, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$809M
74 positions
#24Parkwoods Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$BRZE
$408M
111 positions
#25COLLECTIVE FAMILY OFFICE LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$BRZE
$489M
161 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.