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Hedge Funds Similar to SIGNAL TREE FINANCIAL PARTNERS

13F Portfolio OverlapQ1 2026SIGNAL TREE FINANCIAL PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

SIGNAL TREE FINANCIAL PARTNERS LLC is an institutional investor managing $132M across 47 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 SIGNAL TREE FINANCIAL PARTNERS are Ballast Financial Advisors, Newton One Investments, NYL Investors, with shared positions in $USB, $DHR, $DOV, $COP, $MDY, $ABT. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$USB$DHR$DOV$COP
$98M
68 positions
#2Newton One Investments LLCActive
Some overlap · 4 shared positions
$USB$DHR$DOV$MDY
$368M
121 positions
#3NYL Investors LLCActive
Some overlap · 3 shared positions
$USB$DHR$DOV
$265M
31 positions
#4Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$USB$DHR$DOV
$462M
228 positions
#5Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$USB$DHR$COP
$147M
13 positions
#6White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$USB$DHR$COP
$721M
145 positions
#7Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$USB$MDY$DHR
$118M
73 positions
#84WEALTH ADVISORS, INC.Passive
Some overlap · 4 shared positions
$USB$DHR$ABT$COP
$117M
142 positions
#9Divergent Planning, LLC
Some overlap · 3 shared positions
$USB$MDY$DOV
$392M
36 positions
#10BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$USB$MDY$COP
$129M
217 positions
#11Steele Capital Management, Inc.Active
Some overlap · 3 shared positions
$USB$MDY$COP
$2.4B
86 positions
#12Nearwater Capital Markets, LtdPassive
Some overlap · 3 shared positions
$DHR$USB$ABT
$4.2B
82 positions
#13Coyle Financial Counsel LLCActive
Some overlap · 5 shared positions
$USB$MDY$DOV$COP$ABT
$473M
113 positions
#14Benchmark Financial, LLCActive
Some overlap · 3 shared positions
$USB$DHR$COP
$111M
52 positions
#15ATLas Financial Planning LLCActive
Some overlap · 3 shared positions
$USB$DHR$DOV
$112M
69 positions
#16Crews Bank & TrustPassive
Some overlap · 3 shared positions
$USB$MDY$DHR
$690M
673 positions
#17Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$USB$DHR$COP
$382M
55 positions
#18PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DHR$USB$COP
$1.4B
283 positions
#19Edge Financial Advisors LLC
Some overlap · 3 shared positions
$DHR$MDY$USB
$238M
135 positions
#20TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$USB$DHR$COP
$283M
137 positions
#21TSG Advice Partners, LLCActive
Some overlap · 4 shared positions
$USB$MDY$DOV$ABT
$667M
135 positions
#22Oakmont Advisory Group, LLCPassive
Some overlap · 3 shared positions
$USB$DHR$COP
$98M
119 positions
#23FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DHR$USB$DOV$COP
$133M
121 positions
#24FIDUCIENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$USB$MDY$DOV
$765M
139 positions
#25Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$USB$MDY$DHR$COP
$515M
178 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.