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Hedge Funds Similar to Convergence Financial

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

Convergence Financial, LLC is an institutional investor managing $1.3B across 272 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 Convergence Financial are Upper Left Wealth, Go Invest, Graetz Wealth, with shared positions in $STT, $IBIT, $GBTC, $PLTR, $TMO, $LOW. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$GBTC
$193M
68 positions
#2Go Invest LLCSmart money
Notable overlap · 3 shared positions
$STT$IBIT$GBTC
$473M
104 positions
#3Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$127M
84 positions
#4Friday FinancialActive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$506M
119 positions
#5ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$IBIT$TMO
$709M
91 positions
#6HORIZON FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$STT$LOW$DUK
$261M
646 positions
#7Financial Engines Advisors L.L.C.Active
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$56.3B
552 positions
#8Atlas Private Wealth AdvisorsActive
Notable overlap · 4 shared positions
$STT$PLTR$IBIT$O
$462M
149 positions
#9FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$ARM$PLTR
$2.4B
979 positions
#10SACKS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$STT$CRWD$IBIT
$143M
79 positions
#11Allie Family Office LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$SPCX
$270M
107 positions
#12Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$TMO$PLTR
$264M
681 positions
#13AlphaStar Capital Management, LLCActive
Some overlap · 7 shared positions
$SOFI$CRWD$STT$IBIT$DUK$PLTR
$1.7B
276 positions
#14CAP Partners, LLCPassive
Some overlap · 5 shared positions
$STT$CRWD$IBIT$O$PLTR
$218M
169 positions
#15Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$CRWD$LOW$PLTR
$251M
74 positions
#16MATAURO, LLCActive
Some overlap · 3 shared positions
$STT$IBIT$PLTR
$756M
158 positions
#17ESG Planning DBA Harper InvestingPassive
Some overlap · 5 shared positions
$STT$CRWD$IBIT$LOW$TMO
$323M
86 positions
#18Luminist Capital LLCActive
Some overlap · 3 shared positions
$STT$IBIT$SPCX
$89M
418 positions
#19Foguth Wealth Management, LLC.Active
Some overlap · 4 shared positions
$STT$PLTR$LIN$CRWD
$986M
227 positions
#20Stonebridge Financial Group, LLC/CAPassive
Some overlap · 4 shared positions
$STT$CRWD$ALL$PLTR
$722M
310 positions
#21Horizons Wealth Management
Some overlap · 3 shared positions
$STT$LOW$IBIT
$160M
165 positions
#22Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$STT$IBIT$GBTC$MPC$DUK
$166M
570 positions
#23WASHINGTON GROWTH STRATEGIES LLCActive
Some overlap · 3 shared positions
$STT$TMO$PLTR
$183M
64 positions
#24American Financial Advisors, LLCActive
Some overlap · 3 shared positions
$STT$SPCX$CRWD
$831M
169 positions
#25Centennial Bank/AR/Passive
Some overlap · 5 shared positions
$STT$IBIT$LOW$MPC$LIN
$311M
341 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.