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Hedge Funds Similar to 3 FACTOR INDEXING,

13F Portfolio OverlapQ1 20263 FACTOR INDEXING, portfolio →
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Most similar hedge funds by 13F overlap

3 FACTOR INDEXING, LLC is an institutional investor managing $118M across 438 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 3 FACTOR INDEXING, are Sterling Financial Planning,, VSM Wealth Advisory,, Cherry Tree Wealth ,, with shared positions in $KKR, $DDOG, $SCHW, $NKE, $SNOW, $IAU. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active
Some overlap · 6 shared positions
$KKR$DDOG$SCHW$NKE$SNOW$IAU
$337M
117 positions
#2VSM Wealth Advisory, LLCPassive
Some overlap · 7 shared positions
$KKR$DDOG$SCHW$SNOW$WM$IBM
$335M
505 positions
#3Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KKR$DDOG$SCHW$NKE
$473M
582 positions
#4PENNEY FINANCIAL, LLCSmart money
Some overlap · 5 shared positions
$KKR$DDOG$SNOW$MS$GVA
$261M
48 positions
#5Ariston Services GroupActive
Some overlap · 6 shared positions
$KKR$SCHW$DDOG$SNOW$PH$IAU
$167M
71 positions
#6ACT WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$KKR$DDOG$SCHW$UNP$MS
$298M
62 positions
#7Tilson Financial Group, Inc.Active
Some overlap · 4 shared positions
$KKR$DDOG$NKE$SCHW
$333M
79 positions
#8SONATA CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$KKR$DDOG$SNOW$IBM
$271M
123 positions
#9Human Investing LLCSmart money
Some overlap · 7 shared positions
$KKR$SCHW$SNOW$MS$NKE$AMGN
$687M
96 positions
#10Seneca Financial Advisors LLCActive
Some overlap · 4 shared positions
$KKR$DDOG$SNOW$AMGN
$341M
64 positions
#11Heartwood Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$DDOG$UNP$AMGN
$1.1B
223 positions
#12White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$KKR$SCHW$SNOW$IAU$DDOG
$721M
145 positions
#13Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$DDOG$AMGN$WFC
$170M
125 positions
#14Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$KKR$DDOG$IAU$SNOW
$300M
80 positions
#15Asset Allocation Strategies LLCPassive
Some overlap · 5 shared positions
$KKR$SNOW$MS$DDOG$SCHW
$563M
167 positions
#16Investment Advisory Group, LLCPassive
Some overlap · 4 shared positions
$KKR$SCHW$NKE$MS
$393M
194 positions
#17Causey Wealth LLCPassive
Some overlap · 5 shared positions
$KKR$SCHW$NKE$AMGN$IBM
$236M
81 positions
#18Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KKR$DDOG$SCHW$SNOW$IAU
$745M
219 positions
#19Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$KKR$SCHW$SNOW$IAU
$595M
87 positions
#20OMNI 360 Wealth, Inc.Passive
Some overlap · 5 shared positions
$KKR$DDOG$NKE$SNOW$MS
$194M
125 positions
#21High Net Worth Advisory Group LLCPassive
Some overlap · 4 shared positions
$KKR$DDOG$PH$AMGN
$429M
244 positions
#22Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$KKR$SCHW$MS$IAU
$365M
111 positions
#23MBM WEALTH CONSULTANTS, LLCPassive
Some overlap · 4 shared positions
$KKR$SNOW$SCHW$WM
$436M
387 positions
#24SCS Capital Management LLCActive
Some overlap · 4 shared positions
$KKR$DDOG$SCHW$MS
$9.4B
468 positions
#25Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$KKR$MS$UNP$IAU$WM
$356M
180 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.