How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ausdal Financial Partners

13F Portfolio OverlapQ2 2026Ausdal Financial Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ausdal Financial Partners, Inc. is an institutional investor managing $2.6B across 1,043 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 Ausdal Financial Partners are QUANTUM FINANCIAL PARTNERS, Garden State Investment Advisory Services, Onyx Bridge Wealth Group, with shared positions in $BAH, $PHYS, $PLTR, $CRWD, $IAU, $DE. The full ranking of 25 similar funds is below.

#1QUANTUM FINANCIAL PARTNERS LLCPassive

Some overlap · 4 shared positions

$BAH $PHYS $PLTR $CRWD

$196M

153 positions

#2Garden State Investment Advisory Services LLCPassive

Slight overlap · 3 shared positions

$BAH $PLTR $CRWD

$553M

365 positions

#3Onyx Bridge Wealth Group LLCPassive

Slight overlap · 3 shared positions

$BAH $PLTR $CRWD

$1.1B

389 positions

#4Keystone Financial GroupPassive

Slight overlap · 4 shared positions

$BAH $PLTR $CRWD $IAU

$1.7B

567 positions

#5Paragon Advisors, LLCActive

Slight overlap · 3 shared positions

$BAH $PLTR $CRWD

$476M

77 positions

#6SARD WEALTH MANAGEMENT GROUP, LLCActive

Slight overlap · 3 shared positions

$BAH $PLTR $IAU

$209M

61 positions

#7LIBERTY WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$BAH $PLTR $IAU

$800M

268 positions

#8Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 3 shared positions

$BAH $PLTR $CRWD

$188M

427 positions

#9Catalyst Investment Management LLCPassive

Slight overlap · 3 shared positions

$BAH $DE $IAU

$110M

73 positions

#10Centerpoint Advisory GroupPassive

Slight overlap · 3 shared positions

$BAH $CRWD $DE

$158M

117 positions

#11Chemistry Wealth Management LLCPassive

Slight overlap · 3 shared positions

$BAH $DE $IAU

$625M

210 positions

#12MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$BAH $PHYS $CRWD $IAU

$162M

106 positions

#13Wealth Management Associates, Inc.Passive

Slight overlap · 4 shared positions

$PHYS $PLTR $CRWD $IAU

$362M

254 positions

#14Crown Wealth Group, LLCActive

Slight overlap · 4 shared positions

$PHYS $PLTR $CRWD $IAU

$393M

150 positions

#15Ameritas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$PHYS $PLTR $CRWD $IAU

$5.0B

1,942 positions

#16Nikko Asset Management Americas, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $DE $CRWD $XYZ

$7.7B

276 positions

#17Cambridge Investment Research Advisors, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $CRWD $PHYS $BAH

$44.6B

4,046 positions

#18Cherry Creek Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$BAR $PLTR $CRWD

$254M

128 positions

#19Mason & Associates IncActive

Slight overlap · 3 shared positions

$BAR $PLTR $CRWD

$619M

161 positions

#20LAKE STREET PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$BAR $PLTR $CRWD

$874M

275 positions

#21Stonekeep Investments, LLCActive

Slight overlap · 4 shared positions

$PLTR $CRWD $DE $XYZ

$172M

81 positions

#22ETF Store, Inc.Passive

Slight overlap · 3 shared positions

$BAR $PLTR $IAU

$120M

114 positions

#23Birchwood Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$DE $PHYS $CRWD $IAU

$122M

352 positions

#24PRIVATE CLIENT SERVICES, LLCPassive

Slight overlap · 3 shared positions

$PHYS $PLTR $IAU

$381M

229 positions

#25Black Diamond Financial, LLCActive

Slight overlap · 3 shared positions

$PHYS $PLTR $IAU

$1.1B

198 positions

Compare Ausdal Financial Partners’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 Ausdal Financial Partners’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.