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 INDEPENDENT FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026INDEPENDENT FINANCIAL GROUP, portfolio →

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Most similar hedge funds by 13F overlap

INDEPENDENT FINANCIAL GROUP, LLC is an institutional investor managing $5.3B across 1,546 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 INDEPENDENT FINANCIAL GROUP, are Accel Wealth, Comprehensive Financial Planning, /PA, Uniting Wealth Partners,, with shared positions in $JHG, $AGQ, $PLTR, $SHW, $MU, $SLV. The full ranking of 25 similar funds is below.

#1Accel Wealth ManagementPassive

Some overlap · 7 shared positions

$JHG $AGQ $PLTR $SHW $MU $SLV

$383M

290 positions

#2Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 6 shared positions

$JHG $PLTR $SHW $MU $SLV $KKR

$144M

387 positions

#3Uniting Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$AGQ $PLTR $BPRE $MU $USB $KKR

$470M

205 positions

#4QTR Family Wealth, LLCPassive

Some overlap · 5 shared positions

$JHG $PLTR $REGN $AGQ $MU

$240M

287 positions

#5Paragon Advisors, LLCActive

Some overlap · 4 shared positions

$JHG $AGQ $PLTR $SHW

$371M

76 positions

#6Fortis Group Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $SHW $PLTR $REGN $SLV $USB

$605M

582 positions

#7Prasad Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$JHG $AGQ $PLTR $MU $SLV

$367M

146 positions

#8AXS Investments LLCActive

Some overlap · 4 shared positions

$JHG $AGQ $PLTR $MU

$248M

189 positions

#9VERUS CAPITAL PARTNERS, LLCActive

Some overlap · 5 shared positions

$JHG $PLTR $REGN $MU $AGQ

$1.5B

469 positions

#10StoneCrest Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$JHG $PLTR $SHW $MU $TMO $AGQ

$236M

73 positions

#11LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$JHG $REGN $AGQ $MU $PLTR $SLV

$174M

65 positions

#12Clear Creek Financial Management, LLCPassive

Some overlap · 6 shared positions

$JHG $REGN $AGQ $SHW $MU $PLTR

$1.3B

608 positions

#13Dedeker Financial LLCPassive

Some overlap · 5 shared positions

$AGQ $PLTR $REGN $MU $SLV

$115M

50 positions

#14KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 5 shared positions

$AGQ $PLTR $REGN $USB $KKR

$123M

99 positions

#15Nova Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$JHG $AGQ $PLTR $SLV

$154M

545 positions

#16IAM Advisory, LLCActive

Some overlap · 5 shared positions

$AGQ $REGN $SHW $PLTR $USB

$446M

95 positions

#17Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$JHG $AGQ $REGN $SOLV

$905M

310 positions

#18Apollon Financial, LLCPassive

Some overlap · 4 shared positions

$JHG $AGQ $SHW $REGN

$723M

260 positions

#19Wilkerson Advisory Group LLCPassive

Some overlap · 5 shared positions

$JHG $REGN $BPRE $SLV $SOLV

$291M

617 positions

#20Clarus Wealth AdvisorsPassive

Some overlap · 5 shared positions

$PLTR $AGQ $REGN $SHW $SOLV

$235M

88 positions

#21J.W. COLE ADVISORS, INC.Passive

Some overlap · 5 shared positions

$JHG $REGN $PLTR $SHW $USB

$3.0B

785 positions

#22Pine Valley Investments Ltd Liability CoPassive

Some overlap · 5 shared positions

$JHG $AGQ $PLTR $MU $TMO

$2.2B

574 positions

#23Equity Wealth Partners, LLCActive

Some overlap · 5 shared positions

$JHG $PLTR $REGN $SLV $KKR

$155M

76 positions

#24Sovran Advisors, LLCPassive

Some overlap · 5 shared positions

$JHG $PLTR $REGN $SLV $USB

$1.3B

578 positions

#25Z3 Capital Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $PLTR $REGN $MU

$395M

187 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.