13F Pro

Hedge Funds Similar to Align Financial

13F Portfolio OverlapQ2 2026Align Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Align Financial, LLC is an institutional investor managing $202M across 360 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 Align Financial are Aster (DIFC) Ltd, SCS, Arbor Investment Advisors, with shared positions in $MDY, $HBAN, $MS, $LOW, $T, $DOV. The full ranking of 25 similar funds is below.

#1Aster Capital Management (DIFC) LtdPassive
Slight overlap · 5 shared positions
$MDY$HBAN$MS$LOW$T
$427M
936 positions
#2SCS Capital Management LLCActive
Slight overlap · 4 shared positions
$DOV$MDY$ALNY$MS
$10.6B
485 positions
#3Arbor Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$DOV$HBAN$LOW$MS
$883M
145 positions
#4PEOPLES BANK /OHPassive
Slight overlap · 4 shared positions
$PEBO$MS$LOW$DE
$195M
100 positions
#5Newton One Investments LLCActive
Slight overlap · 4 shared positions
$DOV$MDY$MS$DE
$397M
146 positions
#6Mendel Money ManagementPassive
Slight overlap · 3 shared positions
$FMAO$LOW$DE
$273M
127 positions
#7Silver Coast Investments LLCActive
Slight overlap · 4 shared positions
$DOV$MS$LOW$DE
$336M
121 positions
#8Friday FinancialActive
Slight overlap · 4 shared positions
$MDY$WEC$MS$DE
$373M
108 positions
#9Brentview Investment Management LLCActive
Slight overlap · 4 shared positions
$WEC$MS$LOW$GSK
$253M
63 positions
#10BURKETT FINANCIAL SERVICES, LLCActive
Slight overlap · 4 shared positions
$DOV$LOW$DE$T
$320M
266 positions
#11Maxele Advisors, LLC
Slight overlap · 4 shared positions
$MDY$MS$LOW$DE
$143M
98 positions
#12Tarbox Group, Inc.Smart money
Slight overlap · 4 shared positions
$WEC$MDY$LOW$DE
$698M
96 positions
#13CRAWFORD INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$DOV$HBAN$WEC
$6.0B
306 positions
#14N.E.W. Advisory Services LLCActive
Slight overlap · 3 shared positions
$DNP$WEC$T
$1.5B
980 positions
#15Colter Lewis Investment Partners LLCActive
Slight overlap · 3 shared positions
$DOV$MDY$WEC
$225M
114 positions
#16Objective Capital Management, LLCPassive
Slight overlap · 3 shared positions
$DOV$HBAN$MS
$113M
103 positions
#17Mayflower Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$MDY$MS
$1.2B
499 positions
#18Coordinated Financial Services, Inc.
Slight overlap · 3 shared positions
$DOV$MDY$MS
$174M
176 positions
#19Kentucky Trust CoPassive
Slight overlap · 3 shared positions
$DNP$LOW$T
$208M
316 positions
#20Elwood & Goetz Wealth Advisory Group, LLCActive
Slight overlap · 4 shared positions
$MS$LOW$DE$T
$676M
148 positions
#21MAYPORT, LLCSmart money
Slight overlap · 3 shared positions
$DOV$MDY$MS
$645M
134 positions
#22Salomon & Ludwin, LLCPassive
Slight overlap · 3 shared positions
$DOV$MDY$LOW
$1.2B
2,116 positions
#23Prosperity Planning, Inc.Active
Slight overlap · 3 shared positions
$DOV$MDY$LOW
$436M
117 positions
#24DIVERSIFIED MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$MDY$WEC$SOR
$468M
171 positions
#25BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Slight overlap · 3 shared positions
$HBAN$MDY$MS
$2.5B
111 positions

Compare Align Financial’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Align Financial’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.