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Hedge Funds Similar to FIG FINANCIAL ADVISORY SERVICES

13F Portfolio OverlapQ2 2026FIG FINANCIAL ADVISORY SERVICES portfolio →
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Most similar hedge funds by 13F overlap

FIG FINANCIAL ADVISORY SERVICES INC /ADV is an institutional investor managing $171M across 74 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 FIG FINANCIAL ADVISORY SERVICES are Delta Accumulation, Dorsey Wright & Associates, Triasima Portfolio, with shared positions in $CAH, $WELL, $CBOE, $HLT, $ROIV, $FTI. The full ranking of 25 similar funds is below.

#1Delta Accumulation, LLCActive
Notable overlap · 4 shared positions
$CAH$WELL$CBOE$HLT
$2.5B
156 positions
#2Dorsey Wright & AssociatesPassive
Notable overlap · 5 shared positions
$CAH$WELL$ROIV$FTI$ETR
$590M
131 positions
#3Triasima Portfolio Management inc.Passive
Some overlap · 4 shared positions
$CM$WELL$RPRX$KGC
$740M
127 positions
#4RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$CFG$WELL$GLW$KGC
$1.1B
90 positions
#5TORRAY LLCActive
Some overlap · 3 shared positions
$RPRX$CASY$RBC
$741M
91 positions
#6Old Port AdvisorsPassive
Some overlap · 5 shared positions
$ALPS$GLW$CFG$VOD$CAH
$508M
267 positions
#7LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CAH$CASY$ETR
$1.0B
154 positions
#8VestGen Investment ManagementPassive
Some overlap · 5 shared positions
$CAH$WELL$ROIV$ETR$FTI
$189M
218 positions
#9Transamerica Financial Advisors, LLC
Some overlap · 5 shared positions
$WELL$FTI$ETR$CAH$HLT
$1.2B
2,188 positions
#10Tribune Investment Group LPActive
Some overlap · 3 shared positions
$RBC$GLW$FTAI
$247M
34 positions
#11COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$GLW$CAH$FTI$RPRX
$3.0B
317 positions
#12PALLADIEM, LLCActive
Some overlap · 3 shared positions
$GLTR$RBC$GLW
$103M
136 positions
#13Counterpoint Mutual Funds LLCActive
Some overlap · 4 shared positions
$CAH$CASY$CBOE$ECHO
$1.0B
295 positions
#14BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$WELL$RPRX$HLT$FTAI
$558M
152 positions
#15Creek Drive Management Group LLCActive
Some overlap · 3 shared positions
$VOD$NBIS$NOK
$206M
48 positions
#16Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$ETR$GLW$CBOE
$327M
94 positions
#17Mount Lucas Management LPPassive
Some overlap · 4 shared positions
$NBIS$CAH$CBOE$FTAI
$281M
166 positions
#18Genesee Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$ALPS$NBIS$GLW$BAP
$317M
172 positions
#19Great Diamond Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$CAH$WELL
$582M
238 positions
#20Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 3 shared positions
$CAH$CM$BAP
$1.7B
162 positions
#21WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$CAH$WELL
$55.2B
266 positions
#22Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$GLW$NBIS$NOK
$1.4B
72 positions
#23BAROMETER CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$CM$NOK$SQM
$360M
136 positions
#24Polymer Capital Management (US) LLCPassive
Some overlap · 3 shared positions
$ETR$NBIS$GLW
$755M
607 positions
#25Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$GLW$FTI$CASY
$201M
75 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.