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 Financially in Tune,

13F Portfolio OverlapQ1 2026Financially in Tune, portfolio →

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Most similar hedge funds by 13F overlap

Financially in Tune, LLC is an institutional investor managing $116M across 77 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 Financially in Tune, are VESTIA PERSONAL WEALTH ADVISORS, Team Hewins,, Index Fund Advisors,, with shared positions in $NKE, $UNIT, $IBM, $WT, $LEN, $HUM. The full ranking of 25 similar funds is below.

#1VESTIA PERSONAL WEALTH ADVISORSActive

Substantial overlap · 6 shared positions

$NKE $UNIT $IBM $WT $LEN $HUM

$213M

99 positions

#2Team Hewins, LLCSmart money

Substantial overlap · 4 shared positions

$NKE $HUM $WT $UNIT

$337M

41 positions

#3Index Fund Advisors, Inc.Smart money

Substantial overlap · 3 shared positions

$NKE $UNIT $MKL

$2.2B

127 positions

#4KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$NKE $MKL $UNIT $IBM

$522M

97 positions

#5DOPKINS WEALTH MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$NKE $UNIT $HUM

$249M

92 positions

#6Three Arch Wealth Management LLCActive

Substantial overlap · 3 shared positions

$NKE $UNIT $NOW

$556M

61 positions

#7Meritas Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$NKE $UNIT $IBM

$221M

60 positions

#8Lauterbach Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$NKE $HUM $UNIT

$205M

79 positions

#9Planning Center, Inc.Smart money

Substantial overlap · 4 shared positions

$NKE $HUM $IBM $KKR

$987M

78 positions

#10McGlone Suttner Wealth Management, Inc.Active

Substantial overlap · 4 shared positions

$NKE $HUM $KKR $UNIT

$755M

189 positions

#11Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$KKR $WT $MKL $UNIT $HUM

$365M

111 positions

#12Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$KKR $NKE $WT $IBM $HUM

$236M

81 positions

#13MASECO LLPActive

Notable overlap · 4 shared positions

$NKE $KKR $MKL $UNIT

$3.2B

391 positions

#14truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $WT $HUM $UNIT

$97M

49 positions

#15Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$KKR $WT $HUM

$104M

20 positions

#16ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$NKE $HUM $UNIT $WT $MKL

$753M

159 positions

#17SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$KKR $UNIT $HUM $MKL

$272M

554 positions

#18INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$KKR $UNIT $WT $CNS $HUM

$803M

181 positions

#19DiNuzzo Private Wealth, Inc.Active

Notable overlap · 4 shared positions

$NKE $MKL $IBM $KKR

$928M

1,345 positions

#20Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$NKE $KKR $UNIT

$987M

100 positions

#21Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$NKE $UNIT $MKL $FITB

$171M

106 positions

#22HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $MKL $WT $FSCO

$238M

142 positions

#23Martel Wealth Advisors IncSmart money

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $MKL

$587M

73 positions

#24Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $WT $UNIT

$116M

80 positions

#25Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $HUM $MKL

$90M

65 positions

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View Financially in Tune,’s holdings

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.