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Hedge Funds Similar to Financial Alternatives

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

Financial Alternatives, Inc is an institutional investor managing $203M across 84 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 Alternatives are Betterment, PARTNERS INVESTMENT GROUP, LLP, POTOMAC FUND, with shared positions in $SNPS, $MUFG, $IAU, $SPGI, $QCOM, $SRE. The full ranking of 25 similar funds is below.

#1Betterment LLCActive
Substantial overlap · 3 shared positions
$SNPS$MUFG$IAU
$59.1B
675 positions
#2PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$SNPS$IAU$SPGI
$2.8B
186 positions
#3POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 3 shared positions
$SNPS$QCOM$SRE
$4.0B
109 positions
#4EQ LLCActive
Notable overlap · 3 shared positions
$IAU$APH$MUFG
$407M
87 positions
#5Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$APH$MUFG
$829M
163 positions
#6White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$SNPS$MUFG
$802M
151 positions
#7LifeWealth Investments, LLCActive
Notable overlap · 3 shared positions
$IAU$APH$PDI
$374M
136 positions
#8Bull Oak Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$QCOM$SRE
$300M
40 positions
#9Permanens Capital L.P.Active
Notable overlap · 3 shared positions
$IAU$SPGI$MUFG
$972M
100 positions
#10Harbour Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$SPGI$COHR
$148M
89 positions
#11Talos Eurisko Asset Management LPActive
Notable overlap · 3 shared positions
$SNPS$APH$COHR
$703M
25 positions
#12EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$SNPS$APH$SPGI
$9.7B
90 positions
#13SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$SRE$IAU$QCOM
$216M
78 positions
#14Virtus Family Office LLCPassive
Some overlap · 3 shared positions
$SNPS$IAU$QCOM
$126M
62 positions
#15Frankly Finances, LLCActive
Some overlap · 3 shared positions
$IAU$MUFG$QCOM
$127M
90 positions
#16MRA Advisory GroupPassive
Some overlap · 3 shared positions
$SNPS$APH$PDI
$276M
159 positions
#17Beacon Bridge Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$SPGI$COHR
$351M
105 positions
#18LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$SNPS$MUFG$IAU$QCOM
$166M
274 positions
#19SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$IAU$SNPS$SPGI
$617M
385 positions
#20Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$SNPS$APH$COHR
$92M
57 positions
#21Blossom Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$APH$QCOM
$71M
72 positions
#22OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$IAU$APH$SPGI
$560M
145 positions
#23Settian Capital LPActive
Some overlap · 3 shared positions
$SNPS$APH$SPGI
$156M
23 positions
#24Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$APH$SPGI
$2.8B
151 positions
#25SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$SNPS$COHR
$973M
379 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.