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Hedge Funds Similar to RAYMOND JAMES FINANCIAL

13F Portfolio OverlapQ1 2026RAYMOND JAMES FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

RAYMOND JAMES FINANCIAL INC is an institutional investor managing $324.4B across 5,280 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 RAYMOND JAMES FINANCIAL are Comprehensive Financial Consultants Institutional,, Bowman & S.C., Winthrop Partners - WNY,, with shared positions in $ETN, $ADI, $WT, $VZ, $MSI, $MPC. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 9 shared positions
$ETN$ADI$WT$VZ$MSI$MPC
$337M
193 positions
#2Bowman & Co S.C.
Some overlap · 9 shared positions
$ETN$ADI$WT$MSI$MPC$DDOG
$237M
118 positions
#3Winthrop Partners - WNY, LLCActive
Some overlap · 9 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$188M
87 positions
#4Clear Trail Advisors, LLCPassive
Some overlap · 9 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$601M
149 positions
#5CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 9 shared positions
$ADI$ETN$VZ$MSI$MPC$DDOG
$914M
270 positions
#6LightSquare Wealth Management, LLCPassive
Some overlap · 9 shared positions
$ETN$VZ$MPC$HUM$NEE$KKR
$133M
92 positions
#7Tulsa Wealth Advisors, INCActive
Some overlap · 8 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$570M
150 positions
#8Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 8 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$224M
71 positions
#9HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 8 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$419M
144 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 8 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$253M
126 positions
#11TMB Capital Partners, LLCPassive
Some overlap · 7 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$297M
176 positions
#12Wealth Intelligence, LLCActive
Some overlap · 7 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$208M
58 positions
#13Scissortail Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ETN$ADI$VZ$MSI$MPC$CB
$498M
115 positions
#14SAXON INTERESTS, INC.Passive
Some overlap · 7 shared positions
$ETN$ADI$MSI$MPC$CB$CME
$290M
224 positions
#15Heritage Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$ETN$ADI$VZ$MPC$CB$NEE
$202M
157 positions
#16Harbour Wealth Management Group, Inc.Active
Some overlap · 6 shared positions
$ETN$WT$ADI$MSI$MPC$CME
$133M
89 positions
#17Peterson Wealth ServicesPassive
Some overlap · 6 shared positions
$ETN$ADI$MSI$MPC$CB$CME
$405M
215 positions
#18SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 6 shared positions
$ETN$ADI$MSI$MPC$CB$CME
$199M
97 positions
#19Stonebrook Private Inc.Passive
Some overlap · 6 shared positions
$ETN$ADI$MSI$MPC$CB$CME
$470M
225 positions
#20Tranquility Partners, LLCPassive
Slight overlap · 6 shared positions
$ETN$WT$MPC$HUM$NEE$MS
$265M
226 positions
#21DAGCO, INC.Active
Slight overlap · 6 shared positions
$ETN$ADI$HUM$KKR$MS$NEE
$461M
353 positions
#22Stonebridge Financial Group, LLCPassive
Slight overlap · 6 shared positions
$ADI$WT$DDOG$CB$NEE$MS
$1.2B
262 positions
#23KINGSWOOD WEALTH ADVISORS, LLCPassive
Slight overlap · 6 shared positions
$ETN$WT$HUM$NEE$KKR$MS
$2.1B
924 positions
#24OMNI 360 Wealth, Inc.Active
Slight overlap · 6 shared positions
$WT$DDOG$HUM$NEE$KKR$MS
$194M
125 positions
#25Blake Schutter Theil Wealth Advisors, LLCActive
Slight overlap · 6 shared positions
$WT$CB$HUM$NEE$KKR$MS
$123M
111 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.