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 First Financial Group

13F Portfolio OverlapQ1 2026First Financial Group portfolio →

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Most similar hedge funds by 13F overlap

First Financial Group Corp is an institutional investor managing $138M across 81 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 First Financial Group are Three Magnolias Financial Advisors,, Lionshead Wealth ,, Magnolia Private Wealth,, with shared positions in $JHG, $WT, $SHW, $DUK, $SNOW, $DIS. The full ranking of 25 similar funds is below.

#1Three Magnolias Financial Advisors, LLCPassive

Substantial overlap · 4 shared positions

$JHG $WT $SHW $DUK

$157M

103 positions

#2Lionshead Wealth Management, LLCPassive

Substantial overlap · 4 shared positions

$JHG $SNOW $WT $DIS

$136M

108 positions

#3Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$JHG $WT $IAU $GE $GEV

$150M

134 positions

#4MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$WT $SNOW $IAU $JHG $GE $IBM

$260M

146 positions

#5Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$195M

99 positions

#6WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $WT $HUM

$156M

139 positions

#7Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$JHG $WT $LRCX $IAU

$462M

53 positions

#8Hidden Cove Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $GE $GEV

$156M

109 positions

#9WT Wealth ManagementPassive

Notable overlap · 5 shared positions

$JHG $WT $SHW $SNOW $GSAT

$336M

138 positions

#10Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $SNOW $IAU $HUM

$482M

135 positions

#11IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$JHG $SNOW $IAU $CRWD

$96M

72 positions

#12Dynamic Financial GroupActive

Notable overlap · 5 shared positions

$JHG $IAU $SNOW $GE $GEV

$122M

69 positions

#13ALLIANZ SEActive

Notable overlap · 4 shared positions

$JHG $IAU $NKE $DIS

$9.0B

473 positions

#14Retirement Management Systems Inc.Active

Notable overlap · 5 shared positions

$WT $SNOW $JHG $SHW $IAU

$415M

51 positions

#15INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $HUM

$803M

181 positions

#16Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $GSAT

$121M

295 positions

#17Grant Street Asset Management, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $IAU $NKE

$519M

96 positions

#18HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $GEV

$392M

1,298 positions

#19Financial Enhancement Group LLCPassive

Notable overlap · 5 shared positions

$JHG $GSAT $NEE $WT $GEV

$807M

135 positions

#20PFS Partners, LLCActive

Notable overlap · 4 shared positions

$JHG $GE $GEV $IBM

$218M

590 positions

#21Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $GEV

$237M

67 positions

#22Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$JHG $WT $SHW $CRWD $GSAT

$144M

387 positions

#23Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $GSAT $SNOW

$1.2B

177 positions

#24Vista Private Wealth Partners. LLCPassive

Notable overlap · 5 shared positions

$JHG $GE $DIS $IBM $GEV

$291M

87 positions

#25Hamilton Capital, LLCSmart money

Notable overlap · 3 shared positions

$WT $JHG $IAU

$1.9B

152 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.