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Hedge Funds Similar to Affiance Financial

13F Portfolio OverlapQ2 2026Affiance Financial portfolio →
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Most similar hedge funds by 13F overlap

Affiance Financial, LLC is an institutional investor managing $695M across 111 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Affiance Financial are McCartney Wealth, SilverOak Wealth, NavPoint Financial, with shared positions in $DOV, $MUFG, $NU, $MMM, $TGT, $ECL. The full ranking of 25 similar funds is below.

#1McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$DOV$MUFG$NU
$132M
65 positions
#2SilverOak Wealth Management LLCActive
Notable overlap · 5 shared positions
$DOV$MMM$TGT$NU$ECL
$777M
126 positions
#3NavPoint Financial, Inc.Active
Notable overlap · 5 shared positions
$DOV$TGT$MMM$GIS$MCD
$270M
74 positions
#4Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$MCD$MUFG$NOW
$568M
133 positions
#5HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$MMM$MCD
$285M
1,293 positions
#6Wealth Architects, LLCPassive
Notable overlap · 3 shared positions
$DOV$MMM$MUFG
$1.3B
248 positions
#7Neumann Capital Management, LLCActive
Notable overlap · 4 shared positions
$DOV$MAR$UNP$GILD
$151M
58 positions
#8American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$MCD$UNP
$110M
56 positions
#9Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$NU$UNP
$254M
86 positions
#10Luminist Capital LLCActive
Some overlap · 4 shared positions
$DOV$LMT$MCD$MMM
$89M
418 positions
#11TSG Advice Partners, LLC
Some overlap · 3 shared positions
$DOV$MCD$GILD
$667M
135 positions
#12Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$LMT$GILD
$336M
121 positions
#13OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$TGT$ECL
$560M
145 positions
#14Intelligent Financial StrategiesSmart money
Some overlap · 4 shared positions
$DOV$UNP$MCD$PFH
$208M
60 positions
#15Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$ECL$MMM$MCD
$212M
171 positions
#16Shellback Capital, LPPassive
Some overlap · 3 shared positions
$DOV$MMM$MAR
$1.1B
89 positions
#17Xena Financial Planning, LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$NU
$104M
38 positions
#18Birchwood Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$MUFG$MMM$DCI$XEL$ECL
$122M
352 positions
#19Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$MCD$UNP
$149M
636 positions
#20Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MUFG$MMM$TECH
$241M
80 positions
#21Fingerlakes Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$MCD$LMT$MUFG
$186M
101 positions
#22St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$PFH$GILD
$875M
125 positions
#23Accredited Investors Inc.Active
Some overlap · 4 shared positions
$DOV$MMM$GIS$XEL
$2.3B
299 positions
#24SELDON CAPITAL LPPassive
Some overlap · 3 shared positions
$DOV$NU$TGT
$320M
74 positions
#25Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$MCD$MMM
$277M
87 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.