13F Pro

Hedge Funds Similar to Farnam Financial

13F Portfolio OverlapQ1 2026Farnam Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Farnam Financial LLC is an institutional investor managing $122M across 49 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 Farnam Financial are BLUESTEM FINANCIAL ADVISORS,, SVRN Asset ,, VERITY Wealth Advisors, with shared positions in $MKL, $BRZE, $AFRM, $EPD, $INTC, $ISRG. The full ranking of 25 similar funds is below.

#1BLUESTEM FINANCIAL ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$MKL$BRZE$AFRM
$259M
33 positions
#2SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$EPD
$103M
37 positions
#3VERITY Wealth AdvisorsActive
Some overlap · 3 shared positions
$MKL$BRZE$INTC
$150M
81 positions
#4Charter Oak Capital Management, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$AFRM
$1.3B
208 positions
#5OLIO Financial PlanningSmart money
Some overlap · 3 shared positions
$MKL$BRZE$ISRG
$361M
72 positions
#6Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$MKL$BRZE$ISRG
$269M
506 positions
#7Atlantic Private Wealth, LLCActive
Some overlap · 4 shared positions
$MKL$BRZE$INTC$EPD
$153M
315 positions
#8Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$MKL$BRZE$EPD$AFRM
$365M
111 positions
#9Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MKL$BRZE$SSL
$473M
582 positions
#10Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$MKL$AFRM$BRZE
$161M
47 positions
#11MilWealth Group LLCSmart money
Some overlap · 3 shared positions
$MKL$AFRM$BRZE
$420M
81 positions
#12FC Advisory LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$AFRM
$342M
115 positions
#13Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$AFRM
$171M
47 positions
#14Briggs Wealth Management, IncSmart money
Some overlap · 3 shared positions
$MKL$BRZE$SSL
$94M
58 positions
#15VANGUARD ADVISERS INCSmart money
Some overlap · 3 shared positions
$MKL$BRZE$AFRM
$25.5B
668 positions
#16GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$MKL$BRZE$AFRM
$128M
42 positions
#17New Covenant Trust Company, N.A.Active
Some overlap · 3 shared positions
$MKL$BRZE$AFRM
$112M
96 positions
#18Northstar Group, Inc.Active
Some overlap · 3 shared positions
$MKL$BRZE$SSL
$707M
166 positions
#19Old Peak Finance LLCActive
Some overlap · 4 shared positions
$BRZE$INTC$AFRM$ISRG
$171M
84 positions
#20TrueNorth, Inc.Passive
Slight overlap · 3 shared positions
$MKL$BRZE$AFRM
$1.0B
1,033 positions
#21Family CFO IncActive
Slight overlap · 3 shared positions
$MKL$BRZE$AFRM
$223M
41 positions
#22Westfuller Advisors, LLCPassive
Slight overlap · 3 shared positions
$BRZE$MKL$AFRM
$232M
756 positions
#23McClarren Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$BRZE$MKL$AFRM
$169M
79 positions
#24WealthCollab, LLCPassive
Slight overlap · 3 shared positions
$BRZE$MKL$AFRM
$243M
977 positions
#25WARNER FINANCIAL, INCActive
Slight overlap · 3 shared positions
$BRZE$MKL$AFRM
$292M
135 positions

Compare Farnam Financial’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 Farnam Financial’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.