What hedge funds are most similar to Independence Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Independence Financial Advisors, LLC are First Bancorp, /ME/, M.E. ALLISON & ,, Seelaus Asset, based on overlapping conviction holdings in the latest SEC filings.

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 Independence Financial Advisors,

13F Portfolio OverlapQ1 2026Independence Financial Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Independence Financial Advisors, LLC is an institutional investor managing $386M across 55 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 Independence Financial Advisors, are First Bancorp, /ME/, M.E. ALLISON & ,, Seelaus Asset, with shared positions in $HUM, $GE, $VZ, $T, $GEV, $CRH. The full ranking of 25 similar funds is below.

#1First Bancorp, Inc /ME/Active

Slight overlap · 5 shared positions

$HUM $GE $VZ $T $GEV

$201M

132 positions

#2M.E. ALLISON & CO., INC.Passive

Slight overlap · 4 shared positions

$HUM $GE $VZ $T

$151M

193 positions

#3Seelaus Asset Management LLCPassive

Slight overlap · 5 shared positions

$CRH $GE $VZ $T $GEV

$139M

203 positions

#4POM Investment Strategies, LLCPassive

Slight overlap · 5 shared positions

$MTB $GE $VZ $T $GEV

$80M

433 positions

#5Wingate Wealth Advisors, Inc.Passive

Slight overlap · 4 shared positions

$HUM $GE $VZ $GEV

$187M

121 positions

#6Weaver Consulting GroupPassive

Slight overlap · 4 shared positions

$HUM $GE $VZ $GEV

$420M

275 positions

#7Northwest Financial AdvisorsPassive

Slight overlap · 4 shared positions

$HUM $GE $VZ $GEV

$52M

66 positions

#8Landmark Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$HUM $GE $T $GEV

$373M

148 positions

#9Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 4 shared positions

$HUM $CRH $GE $GEV

$414M

694 positions

#10RPS ADVISORY SOLUTIONS LLCActive

Slight overlap · 4 shared positions

$HUM $GE $T $GEV

$176M

108 positions

#11PRUDENTIAL FINANCIAL INCPassive

Slight overlap · 4 shared positions

$HUM $GE $VZ $GEV

$81.2B

2,401 positions

#12Leo Wealth, LLCPassive

Slight overlap · 4 shared positions

$HUM $VZ $T $GEV

$1.4B

452 positions

#13SAPIENT CAPITAL LLCActive

Slight overlap · 4 shared positions

$HUM $MTB $GE $GEV

$6.6B

443 positions

#14Chancellor Financial Group WB LPPassive

Slight overlap · 4 shared positions

$HUM $GE $VZ $GEV

$141M

140 positions

#15DOPKINS WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$MTB $HUM $GE $GEV

$249M

92 positions

#16Vanguard Global Advisers, LLCPassive

Slight overlap · 3 shared positions

$HUM $TD $GE

$185.0B

3,616 positions

#17TABLEAUX LLCPassive

Slight overlap · 4 shared positions

$CRH $TD $GE $GEV

$206M

113 positions

#18Bruce G. Allen Investments, LLCPassive

Slight overlap · 5 shared positions

$GE $HUM $VZ $T $GEV

$153M

1,084 positions

#19Millennium Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$HUM $GE $T $GEV

$162M

133 positions

#20Good Harbor Advisors, Inc.Passive

Slight overlap · 3 shared positions

$HUM $GE $VZ

$92M

82 positions

#21Patriot Financial Group Insurance Agency, LLCPassive

Slight overlap · 3 shared positions

$HUM $GE $VZ

$1.8B

701 positions

#22Cannon Wealth Management Services, LLCPassive

Slight overlap · 3 shared positions

$HUM $GE $T

$148M

85 positions

#23Greenspring Advisors, LLCActive

Slight overlap · 3 shared positions

$HUM $GE $GEV

$1.6B

318 positions

#24Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive

Slight overlap · 3 shared positions

$HUM $GE $GEV

$818M

489 positions

#25Vigilare Wealth ManagementActive

Slight overlap · 3 shared positions

$HUM $GE $GEV

$296M

109 positions

Compare Independence Financial Advisors,’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 Independence Financial Advisors,’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.