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Hedge Funds Similar to FORMULATE FINANCIAL

13F Portfolio OverlapQ1 2026FORMULATE FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

FORMULATE FINANCIAL LLC is an institutional investor managing $81M across 26 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 FORMULATE FINANCIAL are M3 Wealth ,, FIDELITY D & D BANCORP, Plotkin Financial Advisors,, with shared positions in $HUM, $ETN, $NEE, $IBM. The full ranking of 25 similar funds is below.

#1M3 Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$ETN$NEE
$130M
35 positions
#2FIDELITY D & D BANCORP INCActive
Notable overlap · 3 shared positions
$HUM$NEE$IBM
$249M
107 positions
#3Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$199M
100 positions
#4Cascade Wealth Advisors, IncActive
Some overlap · 3 shared positions
$HUM$NEE$ETN
$228M
60 positions
#5Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$HUM$ETN$NEE
$250M
153 positions
#6LightSquare Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$ETN$NEE$IBM
$133M
92 positions
#7Orion Capital Management LLCPassive
Some overlap · 3 shared positions
$HUM$ETN$IBM
$290M
485 positions
#8Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$201M
109 positions
#9MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 3 shared positions
$HUM$ETN$NEE
$314M
163 positions
#10Blossom Wealth ManagementPassive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$67M
74 positions
#11DAGCO, INC.Passive
Some overlap · 3 shared positions
$HUM$ETN$NEE
$461M
353 positions
#12Acorn Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$343M
264 positions
#13Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$443M
117 positions
#14StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$HUM$ETN$NEE
$313M
95 positions
#15Sandbox Financial Partners, LLCActive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$356M
117 positions
#16FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$HUM$ETN$NEE$IBM
$1.2B
150 positions
#17ROMANO BROTHERS AND COMPANYPassive
Some overlap · 3 shared positions
$HUM$ETN$IBM
$880M
319 positions
#18Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$120M
79 positions
#19MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$ETN$IBM
$184M
74 positions
#20Resurgent Financial Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$ETN$NEE
$277M
260 positions
#21ROBINSON SMITH WEALTH ADVISORS LLCActive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$148M
84 positions
#22Friday FinancialActive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$290M
93 positions
#23Excelsior Advisor Network LLCPassive
Some overlap · 3 shared positions
$HUM$NEE$IBM
$263M
226 positions
#24Tranquility Partners, LLCPassive
Slight overlap · 3 shared positions
$HUM$ETN$NEE
$265M
226 positions
#25Ridge Creek Global, IncActive
Slight overlap · 3 shared positions
$HUM$ETN$NEE
$118M
85 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.