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Hedge Funds Similar to AllGen Financial Advisors

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

AllGen Financial Advisors, Inc. is an institutional investor managing $458M across 36 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 AllGen Financial Advisors are PARTNERS INVESTMENT GROUP, LLP, White Lighthouse Investment, Cranbrook Wealth, with shared positions in $SNPS, $IAU, $VMC, $SO. The full ranking of 5 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$SNPS$IAU$VMC
$2.8B
186 positions
#2White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$SNPS$SO
$802M
151 positions
#3Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$VMC$SO
$534M
406 positions
#4Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$IAU$SO
$486M
249 positions
#5LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$IAU$VMC$SO
$2.7B
633 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.