13F Pro

Hedge Funds Similar to Henderson Brothers Financial Partners,

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

Most similar hedge funds by 13F overlap

Henderson Brothers Financial Partners, LLC is an institutional investor managing $395M across 105 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 Henderson Brothers Financial Partners, are SYM FINANCIAL, Roan Partners, BLUELINE ADVISORS, with shared positions in $SE, $WT, $MU, $GLDM, $MDY, $JHG. The full ranking of 25 similar funds is below.

#1SYM FINANCIAL CorpActive
Notable overlap · 3 shared positions
$SE$WT$MU
$1.0B
415 positions
#2Roan Capital PartnersPassive
Notable overlap · 4 shared positions
$GLDM$SE$WT$MDY
$108M
77 positions
#3BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$SE$JHG$WT$MDY
$129M
217 positions
#4Aspect Partners, LLCPassive
Notable overlap · 3 shared positions
$SE$IAU$WT
$245M
709 positions
#5Capital Planning Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$SE$WT
$692M
146 positions
#6AIFG Consultants Ltd.
Notable overlap · 4 shared positions
$GLDM$JHG$WT$MU
$58M
54 positions
#7Sound Stewardship, LLCActive
Notable overlap · 3 shared positions
$SE$WT$IAU
$218M
63 positions
#8STAR Financial BankPassive
Notable overlap · 4 shared positions
$SE$MDY$LMT$WM
$212M
104 positions
#9CONTINUUM WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$GLDM$WT$IAU$MU
$241M
70 positions
#10Avid Wealth Partners LLCActive
Notable overlap · 4 shared positions
$GLDM$WT$JHG$MU
$212M
71 positions
#11Shira Ridge Wealth ManagementActive
Some overlap · 5 shared positions
$SE$GLDM$EQIX$T$MCK
$253M
79 positions
#12OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$WT$TJX
$110M
68 positions
#13Evernest Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$WT$TJX
$481M
180 positions
#14SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$WT$IAU
$676M
137 positions
#15CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$GLDM$IAU
$107M
50 positions
#16SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$TJX
$199M
97 positions
#17Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$T$LMT
$286M
80 positions
#18Quantum Financial Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$MU$T
$891M
231 positions
#19American Investment Services, Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$EQIX
$448M
132 positions
#20SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$WT$MCK
$4.9B
646 positions
#21Austin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$WT
$440M
118 positions
#22OVERSEA-CHINESE BANKING Corp LtdPassive
Some overlap · 3 shared positions
$SE$GLDM$MU
$3.7B
337 positions
#23Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GLDM$TJX$MCK
$2.1B
152 positions
#24Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$GLDM$JHG$WT$IAU
$150M
134 positions
#25Kelly Financial Services LLCPassive
Some overlap · 6 shared positions
$SE$JHG$IAU$LMT$TJX$T
$414M
128 positions

Compare Henderson Brothers Financial Partners,’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 Henderson Brothers Financial Partners,’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.