13F Pro

Hedge Funds Similar to Align Financial

13F Portfolio OverlapQ3 2026Align Financial portfolio →
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Most similar hedge funds by 13F overlap

Align Financial, LLC is an institutional investor managing $210M across 653 U.S. equity positions as of Q3 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
$470M
808 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
$877M
131 positions
#4PEOPLES BANK /OHPassive
Slight overlap · 4 shared positions
$PEBO$MS$LOW$DE
$217M
110 positions
#5Newton One Investments LLCActive
Slight overlap · 4 shared positions
$DOV$MDY$MS$DE
$392M
150 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
$506M
119 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
$331M
376 positions
#11Maxele Advisors, LLCPassive
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
$711M
100 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, LLCActive
Slight overlap · 3 shared positions
$DOV$HBAN$MS
$112M
99 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
$200M
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
$451M
119 positions
#24DIVERSIFIED MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$MDY$WEC$SOR
$573M
236 positions
#25BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Slight overlap · 3 shared positions
$HBAN$MDY$MS
$2.5B
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.