How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Frankly Finances,

13F Portfolio OverlapQ1 2026Frankly Finances, portfolio →

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Most similar hedge funds by 13F overlap

Frankly Finances, LLC is an institutional investor managing $2M across 90 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 Frankly Finances, are Moisand Fitzgerald Tamayo,, Passive ,, True Link Financial Advisors,, with shared positions in $SNOW, $IAU, $AMN, $NKE, $MKL, $SCHW. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 8 shared positions

$SNOW $IAU $AMN $NKE $MKL $SCHW

$931M

518 positions

#2Passive Capital Management, LLC.Active

Substantial overlap · 6 shared positions

$SNOW $SCHW $AMN $MKL $NKE $WT

$335M

104 positions

#3True Link Financial Advisors, LLCActive

Substantial overlap · 4 shared positions

$SNOW $NKE $WT $MKL

$1.6B

418 positions

#4Tillman Hartley LLCActive

Substantial overlap · 8 shared positions

$NKE $SNOW $SCHW $AMN $IAU $DOV

$398M

88 positions

#5Seneschal Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $SCHW

$135M

594 positions

#6Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $MKL $WT

$172M

25 positions

#7Family Investment Center, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $AMN $BRZE $WT $MKL

$520M

91 positions

#8Heritage Financial Services, LLC

Substantial overlap · 3 shared positions

$SNOW $AMN $WT

$1.2B

126 positions

#9BetterWealth, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $AMN $BRZE

$510M

85 positions

#10Longview Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$SNOW $NKE $WT $SCHW

$184M

157 positions

#11Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$SNOW $BRZE $DIS

$224M

71 positions

#12FIDUCIARY FINANCIAL GROUP, LLCPassive

Substantial overlap · 6 shared positions

$SNOW $NKE $IAU $MKL $SCHW $BRZE

$754M

345 positions

#13NavPoint Financial, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $IAU $DOV

$247M

71 positions

#14SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $SCHW $WT

$261M

424 positions

#15Pillar Financial Advisors, LLCActive

Substantial overlap · 6 shared positions

$NKE $SNOW $IAU $MKL $BRZE $DOV

$171M

106 positions

#16MFA WEALTH ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $AMN

$508M

88 positions

#17Financial Futures Ltd Liability Co.Active

Substantial overlap · 5 shared positions

$NKE $SNOW $SCHW $AMN $IAU

$228M

72 positions

#18Efficient Advisors, LLCActive

Substantial overlap · 6 shared positions

$SNOW $SCHW $MKL $WT $BRZE $DOV

$1.4B

58 positions

#19Austin Asset Management Co IncSmart money

Substantial overlap · 5 shared positions

$SNOW $SCHW $NKE $AMN $IAU

$608M

85 positions

#20Burk Holdings LLCPassive

Substantial overlap · 6 shared positions

$NKE $IAU $SNOW $AMN $SCHW $WT

$233M

676 positions

#21Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 4 shared positions

$NKE $IAU $AMN $MKL

$250M

40 positions

#22Team Hewins, LLCSmart money

Substantial overlap · 4 shared positions

$NKE $SNOW $AMN $WT

$337M

41 positions

#23ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 6 shared positions

$NKE $SCHW $AMN $IAU $DOV $SNOW

$158M

125 positions

#24BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$NKE $SCHW $AMN $IAU

$251M

40 positions

#25Clarity Asset Management, Inc.Passive

Notable overlap · 5 shared positions

$SNOW $NKE $WT $BRZE $DIS

$198M

290 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.