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Hedge Funds Similar to Finivi

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

Finivi Inc. is an institutional investor managing $195M across 111 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 Finivi are Davidson, Bridgewater Advisors, PETERSON WEALTH, with shared positions in $USB, $VRT, $ORLY, $NEE, $MLI, $AMAT. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Notable overlap · 4 shared positions
$USB$VRT$ORLY$NEE
$552M
93 positions
#2Bridgewater Advisors Inc.Passive
Notable overlap · 4 shared positions
$USB$NEE$MLI$AMAT
$1.7B
456 positions
#3PETERSON WEALTH MANAGEMENTActive
Notable overlap · 4 shared positions
$USB$NEE$MDY$MCD
$172M
166 positions
#4POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$USB$KR$C$DE$NEE
$269M
96 positions
#5HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$USB$MCD$NEE
$280M
107 positions
#6Severin Investments, LLCPassive
Some overlap · 5 shared positions
$USB$T$C$NEE$MCD
$116M
171 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$USB$MCD$NEE$T$C
$1.5B
235 positions
#8OxenFree Capital LLCActive
Some overlap · 3 shared positions
$USB$NEE$MDY
$206M
56 positions
#9Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$USB$MCD$DE$PM
$284M
125 positions
#10Guild Investment Management, Inc.Active
Some overlap · 3 shared positions
$USB$NEE$MDY
$140M
47 positions
#11FARMERS TRUST COPassive
Some overlap · 6 shared positions
$MCD$NEE$C$T$KR$PM
$637M
203 positions
#12HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$USB$NEE$MCD$PM
$1.5B
477 positions
#13CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 3 shared positions
$USB$MCD$NEE
$1.1B
189 positions
#14Fortress Financial Solutions, LLCActive
Some overlap · 3 shared positions
$USB$T$MLI
$96M
56 positions
#15Tandem Financial, LLCPassive
Some overlap · 3 shared positions
$USB$MP$PM
$314M
98 positions
#16SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$USB$NU$AMAT
$191M
88 positions
#17McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$USB$AMAT$MCD$PM
$755M
189 positions
#18Stonebridge Capital Advisors LLCPassive
Some overlap · 3 shared positions
$USB$MCD$T
$1.4B
211 positions
#19Berkeley Capital Partners, LLCActive
Some overlap · 4 shared positions
$USB$PM$MCD$NEE
$431M
184 positions
#20Summit Asset Management, LLCActive
Some overlap · 4 shared positions
$USB$DE$ROK$NEE
$719M
172 positions
#21Revisor Wealth Management LLCPassive
Some overlap · 3 shared positions
$USB$MCD$PM
$362M
327 positions
#22Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$T$VRT$KR$MCD
$1.2B
93 positions
#23Lakeside Advisors, INC.Active
Some overlap · 4 shared positions
$USB$KR$T$MCD
$150M
65 positions
#24BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 4 shared positions
$USB$NEE$B$HOOD
$689M
87 positions
#25KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$USB$MCD$NU
$1.1B
77 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.