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 Uptown Financial Advisors

13F Portfolio OverlapQ1 2026Uptown Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Uptown Financial Advisors LLC is an institutional investor managing $152M across 88 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 Uptown Financial Advisors are JIM SAULNIER & ASSOCIATES,, BRIGHTON SECURITIES, TPG Financial Advisors,, with shared positions in $GMM, $SNOW, $SCHW, $ET, $MAR, $HUM. The full ranking of 25 similar funds is below.

#1JIM SAULNIER & ASSOCIATES, LLCPassive

Notable overlap · 6 shared positions

$GMM $SNOW $SCHW $ET $MAR $HUM

$205M

139 positions

#2BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$GMM $SNOW $KKR $HUM

$208M

47 positions

#3TPG Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$GMM $SNOW $JHG $TXN

$307M

76 positions

#4Chaney Capital Management, Inc.Smart money

Notable overlap · 5 shared positions

$GMM $KKR $SCHW $MAR $HUM

$284M

41 positions

#5Fonville Wealth Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $GMM $SCHW $KKR $HUM $UNIT

$525M

138 positions

#6McNamara Financial Services, Inc.Smart money

Notable overlap · 6 shared positions

$GMM $KKR $UNIT $HUM $TXN $SCHW

$528M

99 positions

#7Grey Fox Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $GMM $SCHW $UNIT $MAR $HUM

$518M

140 positions

#8Sterneck Capital Management, LLCActive

Notable overlap · 3 shared positions

$GMM $JHG $WFC

$223M

116 positions

#9LPWM LLCActive

Notable overlap · 4 shared positions

$GMM $SCHW $MAR $UNIT

$396M

94 positions

#10Walsh & Associates, LLCPassive

Notable overlap · 5 shared positions

$GMM $SNOW $HUM $WFC $KKR

$101M

287 positions

#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$SNOW $JHG $KKR $ET $UNIT $AXP

$156M

139 positions

#12JDM Financial Group LLCActive

Some overlap · 5 shared positions

$GMM $SCHW $SNOW $KKR $HUM

$259M

318 positions

#13WealthTrak Capital Management LLCPassive

Some overlap · 3 shared positions

$GMM $SNOW $UNIT

$140M

80 positions

#14Clarity Capital Advisors, LLCActive

Some overlap · 7 shared positions

$SNOW $KKR $SCHW $UNIT $GMM $HUM

$215M

95 positions

#15Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$SNOW $JHG $SCHW $KKR $ET $HUM

$181M

177 positions

#16Capital Advisors Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SNOW $KKR $SCHW $UNIT $MAR $HUM

$745M

219 positions

#17Allen Capital Group, LLCPassive

Some overlap · 6 shared positions

$GMM $SNOW $JHG $KKR $SCHW $KMI

$1.1B

284 positions

#18CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$SNOW $KKR $SCHW $UNIT $HUM $TXN

$232M

44 positions

#19O'ROURKE & COMPANY, IncPassive

Some overlap · 6 shared positions

$SNOW $KKR $SCHW $UNIT $HUM $KMI

$253M

171 positions

#20EHRLICH FINANCIAL GROUPPassive

Some overlap · 7 shared positions

$GMM $JHG $SNOW $AXP $HUM $KKR

$174M

112 positions

#21Livet Wealth, LLCPassive

Some overlap · 5 shared positions

$GMM $SNOW $KKR $SCHW $UNIT

$157M

117 positions

#22Northside Capital Management, LLCActive

Some overlap · 5 shared positions

$ET $EPD $SNOW $KKR $TXN

$1.1B

193 positions

#23Cornerstone Advisory, LLCPassive

Some overlap · 7 shared positions

$SNOW $JHG $KKR $UNIT $MAR $NAD

$1.1B

262 positions

#24SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 6 shared positions

$ET $SNOW $JHG $EPD $SCHW $KMI

$119M

61 positions

#25Bridgewealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$SNOW $JHG $KKR $HUM $WFC

$482M

135 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.