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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
$180M
73 positions
#2Go Invest LLCSmart money
Notable overlap · 3 shared positions
$STT$IBIT$GBTC
$426M
129 positions
#3Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$125M
84 positions
#4Friday FinancialActive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$373M
108 positions
#5ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$IBIT$TMO
$621M
90 positions
#6HORIZON FINANCIAL SERVICES, LLCPassive
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
$457M
139 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
$148M
80 positions
#11Allie Family Office LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$SPCX
$269M
107 positions
#12Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$TMO$PLTR
$268M
679 positions
#13AlphaStar Capital Management, LLCActive
Some overlap · 7 shared positions
$SOFI$CRWD$STT$IBIT$DUK$PLTR
$1.6B
280 positions
#14CAP Partners, LLCPassive
Some overlap · 5 shared positions
$STT$CRWD$IBIT$O$PLTR
$204M
155 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
$297M
84 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
$879M
213 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
$152M
170 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
$180M
62 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.