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Hedge Funds Similar to Align Financial,

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

Align Financial, LLC is an institutional investor managing $176M across 373 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 Align Financial, are ASPIRIANT,, AMERICAN FINANCIAL & TAX STRATEGIES, JFS WEALTH ADVISORS,, with shared positions in $DDOG, $WT, $UNIT, $MKL, $MAR, $EPAM. The full ranking of 25 similar funds is below.

#1ASPIRIANT, LLCActive
Some overlap · 6 shared positions
$DDOG$WT$UNIT$MKL$MAR$EPAM
$3.5B
338 positions
#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$DDOG$WT$UNIT$MKL
$206M
97 positions
#3JFS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$BRZE$UNIT$EPAM
$1.8B
1,889 positions
#4Passive Capital Management, LLC.Active
Some overlap · 5 shared positions
$DDOG$WT$MKL$MAR$UNIT
$335M
104 positions
#5Mustard Seed Financial, LLCPassive
Some overlap · 5 shared positions
$DDOG$UNIT$BRZE$MAR$DOV
$167M
92 positions
#6Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$UNIT$MKL$BRZE
$473M
582 positions
#7K2 Financial Inc.Passive
Some overlap · 3 shared positions
$DDOG$WT$UNIT
$138M
59 positions
#8Envision Financial LLCActive
Some overlap · 3 shared positions
$DDOG$WT$UNIT
$186M
46 positions
#9Newton One Investments LLCActive
Some overlap · 6 shared positions
$DDOG$UNIT$MKL$DOV$EPAM$WT
$368M
121 positions
#10MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$MKL$UNIT$MAR
$240M
234 positions
#11Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$DDOG$UNIT$BRZE$EPAM
$476M
78 positions
#12Partners in Financial PlanningActive
Some overlap · 4 shared positions
$DDOG$UNIT$MKL$BRZE
$603M
122 positions
#13Midwestern Financial, LLC /IAActive
Some overlap · 4 shared positions
$DDOG$UNIT$MAR$DOV
$127M
54 positions
#14Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$DDOG$WT$MAR$DOV
$1.1B
2,097 positions
#15MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$DDOG$WT$FLEX
$507M
67 positions
#16NewEdge Advisors, LLCPassive
Some overlap · 6 shared positions
$DDOG$WT$UNIT$BRZE$DIA$DOV
$2.2B
1,217 positions
#17Topsail Wealth Management, LLCActive
Some overlap · 5 shared positions
$DDOG$MKL$BRZE$UNIT$MAR
$678M
294 positions
#18TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 5 shared positions
$DDOG$UNIT$FLEX$MAR$EPAM
$26.0B
702 positions
#19Wedmont Private CapitalActive
Some overlap · 5 shared positions
$DDOG$MKL$BRZE$MAR$DOV
$3.1B
838 positions
#20Evanson Asset Management, LLCActive
Some overlap · 6 shared positions
$DDOG$WT$MKL$BRZE$UNIT$DOV
$1.9B
321 positions
#21San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DDOG$UNIT$BRZE
$604M
175 positions
#2225 LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$BRZE
$324M
69 positions
#23Beaird Harris Wealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$UNIT$MKL$WT
$1.5B
686 positions
#24REGIMEN WEALTH, LLCActive
Some overlap · 3 shared positions
$DDOG$WT$BRZE
$342M
70 positions
#25GeoWealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$UNIT$BRZE$DOV
$2.8B
853 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.