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Hedge Funds Similar to Napier Financial,

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

Napier Financial, LLC is an institutional investor managing $436M across 609 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 Napier Financial, are Powers Advisory Group,, WESCAP Group,, BLUELINE ADVISORS, with shared positions in $WT, $COP, $USB, $OKTA, $VZ, $NOC. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$WT$COP$USB$OKTA$VZ
$284M
125 positions
#2WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$WT$COP$USB$OKTA$NOC
$508M
107 positions
#3BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$WT$COP$USB$NU$MDY
$129M
217 positions
#4Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 6 shared positions
$WT$USB$COP$TMO$GLDM$IBM
$153M
344 positions
#5Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$WT$COP$USB$NOC
$451M
146 positions
#6JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$WT$COP$USB
$102M
27 positions
#7Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$COP$USB$GLDM
$2.1B
152 positions
#8Transcendent Capital Group LLCPassive
Notable overlap · 4 shared positions
$WT$COP$USB$APP
$219M
112 positions
#9Piedmont Capital Management, LLCActive
Notable overlap · 6 shared positions
$USB$GLDM$APP$OKTA$VZ$IBM
$197M
50 positions
#10XY Planning Network, Inc.Passive
Notable overlap · 7 shared positions
$USB$WT$COP$OKTA$GLDM$NU
$626M
273 positions
#11MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$WT$USB$OKTA
$147M
52 positions
#12Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$COP$USB$OKTA$TMO
$228M
60 positions
#13LWM Advisory Services, LLCPassive
Notable overlap · 6 shared positions
$WT$GLDM$TMO$NU$T$IBM
$94M
76 positions
#14TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$COP$USB$WT$BAC
$283M
137 positions
#15CMC Financial GroupActive
Notable overlap · 4 shared positions
$USB$WT$GLDM$IBM
$51M
38 positions
#16CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$COP$USB$APP$IBM
$363M
102 positions
#17North Forty Two & Co.Passive
Notable overlap · 4 shared positions
$COP$USB$WT$BAC
$108M
97 positions
#18Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$COP$USB$WT
$167M
76 positions
#19Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Notable overlap · 3 shared positions
$COP$USB$WT
$5.8B
996 positions
#20American Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$USB$APP
$750M
159 positions
#21AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$COP$USB$GLDM
$710M
221 positions
#22Virtus Family Office LLCPassive
Notable overlap · 3 shared positions
$WT$COP$OKTA
$117M
73 positions
#23Sharper & Granite LLCPassive
Notable overlap · 4 shared positions
$WT$COP$MUFG$IBM
$293M
107 positions
#24NEPC LLCSmart money
Some overlap · 3 shared positions
$COP$USB$GLDM
$5.0B
51 positions
#25Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$WT$GLDM$USB
$597M
251 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.