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 FINANCIAL ADVISORY PARTNERS

13F Portfolio OverlapQ2 2026FINANCIAL ADVISORY PARTNERS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FINANCIAL ADVISORY PARTNERS, LLC is an institutional investor managing $383M 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 FINANCIAL ADVISORY PARTNERS are Brentview Investment, WOODLEY FARRA MANION PORTFOLIO, EVEXIA WEALTH, with shared positions in $MS, $NEE, $PH, $UNP, $LOW, $PEP. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive

Notable overlap · 7 shared positions

$MS $NEE $PH $UNP $LOW $PEP

$253M

63 positions

#2WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$CB $NEE $LMT $SYK $SRE $ED

$2.1B

131 positions

#3EVEXIA WEALTH LLCPassive

Notable overlap · 6 shared positions

$PH $RSG $CB $SYK $LOW $MS

$369M

77 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$MS $NEE $MDT $PEP $LOW $LMT

$1.2B

106 positions

#5Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$UNP $PH $MS $PAYX $LMT $SYK

$856M

89 positions

#6Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$CB $MS $NEE $PEP $LMT $UNP

$467M

118 positions

#7LDIC Inc.Active

Notable overlap · 4 shared positions

$MS $NEE $SYK $UNP

$160M

25 positions

#8CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$CB $NEE $RSG $MDT $PEP $PKG

$767M

184 positions

#9CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$UNP $SYY $MDT $SRE $PEP $CB

$2.3B

150 positions

#10CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 5 shared positions

$RSG $NEE $SCHW $MDT $PEP

$1.1B

157 positions

#11Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$NEE $RSG $SYK $PEP $ZTS $WEC

$1.5B

68 positions

#12Hixon Zuercher, LLCPassive

Notable overlap · 6 shared positions

$NEE $SYK $PEP $LOW $SCHW $UNP

$341M

88 positions

#13Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$NEE $LMT $SYK $LOW $PEP

$181M

50 positions

#14A. D. Beadell Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$SRE $MDT $CB $MS $LMT $PEP

$156M

104 positions

#15PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEE $SYK $LOW $SYY $PEP

$209M

54 positions

#16C WorldWide Group Holding A/SActive

Notable overlap · 4 shared positions

$PH $NEE $RSG $MDT

$4.1B

97 positions

#17Baugh & Associates, LLCActive

Notable overlap · 4 shared positions

$MS $NEE $LOW $PEP

$226M

42 positions

#18SCHARF INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$CB $UNP $SYK $LMT $ZTS

$3.0B

79 positions

#19Focused Investors LLCActive

Notable overlap · 4 shared positions

$MS $LMT $LOW $PEP

$3.0B

23 positions

#20Westbourne Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$MS $CB $SCHW $PAYX $PEP $LOW

$363M

120 positions

#21Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $LOW $CB $MDT $MS $PAYX

$354M

186 positions

#22Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$MS $CB $NEE $MDT $LOW

$10.2B

208 positions

#23Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 6 shared positions

$NEE $SYK $SCHW $PEP $LOW $UNP

$170M

121 positions

#24LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$UNP $SYK $PAYX $PEP $CB $PKG

$273M

104 positions

#25MASTER'S WEALTH MANAGEMENT INC.Smart money

Notable overlap · 6 shared positions

$PH $UNP $PAYX $NEE $MS $WEC

$332M

91 positions

Compare FINANCIAL ADVISORY 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 FINANCIAL ADVISORY 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.