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Hedge Funds Similar to Willow Financial

13F Portfolio OverlapQ1 2026Willow Financial portfolio →
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Most similar hedge funds by 13F overlap

Willow Financial LLC is an institutional investor managing $99M across 37 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 Willow Financial are Stenger Family Office,, Boyce & Associates Wealth Consulting,, Reyes Financial Architecture,, with shared positions in $WT, $GRWG, $AXP, $ALPS, $SLV, $HPQ. The full ranking of 25 similar funds is below.

#1Stenger Family Office, LLCPassive
Substantial overlap · 3 shared positions
$WT$GRWG$AXP
$566M
117 positions
#2Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 3 shared positions
$WT$ALPS$SLV
$132M
80 positions
#3Reyes Financial Architecture, Inc.Passive
Notable overlap · 3 shared positions
$WT$ALPS$AXP
$122M
348 positions
#4Exit Wealth Advisors, LLC.Active
Notable overlap · 3 shared positions
$WT$ALPS$SLV
$195M
131 positions
#5CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$WT$SLV$ALPS
$149M
96 positions
#6MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$WT$SLV$ALPS
$1.3B
143 positions
#7Wealthcare Capital Partners, LLCActive
Notable overlap · 3 shared positions
$WT$ALPS$SLV
$213M
153 positions
#8Stratos Investment Management, LLCPassive
Notable overlap · 3 shared positions
$WT$ALPS$AXP
$2.5B
371 positions
#9HC Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$ALPS$AXP
$149M
60 positions
#10Riverbend Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$WT$ALPS$AXP
$175M
152 positions
#11Horizon Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$WT$SLV$AXP
$682M
137 positions
#12Hamilton Wealth, LLCActive
Notable overlap · 3 shared positions
$ALPS$WT$SLV
$1.4B
114 positions
#13CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$WT$ALPS$HPQ$SLV
$309M
132 positions
#14GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 3 shared positions
$WT$FHI$SLV
$5.5B
999 positions
#15Eagle Strategies LLCPassive
Some overlap · 3 shared positions
$WT$ALPS$SLV
$837M
258 positions
#16RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GRWG$ALPS$WT
$350M
53 positions
#17Sherry Group, Inc.Active
Some overlap · 3 shared positions
$ALPS$WT$SLV
$92M
41 positions
#18GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$HPQ$SLV
$785M
159 positions
#19Sage Capital Management, LLCPassive
Some overlap · 3 shared positions
$WT$ALPS$AXP
$213M
163 positions
#20Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$HPQ$ALPS$WT
$3.6B
435 positions
#21Cornerstone Planning Group LLCPassive
Some overlap · 3 shared positions
$WT$SLV$AXP
$749M
1,818 positions
#22Quantum Portfolio Management LLCPassive
Some overlap · 3 shared positions
$FHI$WT$ALPS
$230M
264 positions
#23Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$WT$SLV$FHI
$144M
387 positions
#24Capstone Wealth Management Group LLCPassive
Some overlap · 3 shared positions
$ALPS$WT$SLV
$163M
123 positions
#25SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$GRWG$WT$SLV
$1.4B
558 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.