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Hedge Funds Similar to Financial Connections Group

13F Portfolio OverlapQ1 2026Financial Connections Group portfolio →
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Most similar hedge funds by 13F overlap

Financial Connections Group, Inc. is an institutional investor managing $288M across 251 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Connections Group are Minot DeBlois Advisors, ECLECTIC ASSOCIATES, True Vision MN, with shared positions in $UNP, $DIS, $PFE, $ADP, $ABT, $PEP. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$UNP$DIS$PFE$ADP$ABT$PEP
$116M
240 positions
#2ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 6 shared positions
$PLTR$WFC$BA$DIS$BAH$UNP
$878M
162 positions
#3True Vision MN LLC
Some overlap · 4 shared positions
$UNP$CRWD$WFC$PLTR
$194M
98 positions
#4AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$UNP$DIS$WFC$PEP$ADP
$471M
78 positions
#5InvesTrustPassive
Some overlap · 6 shared positions
$DIS$WFC$PFE$BA$ADP$PEP
$260M
95 positions
#6Networth Advisors, LLCActive
Some overlap · 5 shared positions
$PLTR$BA$DIS$PNC$PEP
$172M
383 positions
#7DAVIDSON TRUST COPassive
Some overlap · 8 shared positions
$GBCI$DIS$WFC$PFE$ADP$ABT
$256M
190 positions
#8DCM Advisors, LLCActive
Some overlap · 5 shared positions
$DIS$WFC$PFE$BA$PEP
$253M
38 positions
#9Keystone Financial GroupPassive
Some overlap · 6 shared positions
$PLTR$BA$BAH$CRWD$DIS$WFC
$1.7B
567 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$UNP$WFC$PFE$ABT$PEP$NEE
$1.3B
58 positions
#11Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$UNP$WFC$ADP$ABT$PNC$PEP
$108M
52 positions
#12SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$UNP$WFC$PLTR$ADP$ABT
$1.5B
160 positions
#13AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$231M
93 positions
#14First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$UNP$DIS$PFE$NEE
$529M
75 positions
#15Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$UNP$DIS$CRWD
$142M
54 positions
#16Regal Partners LtdActive
Some overlap · 3 shared positions
$UNP$DIS$WFC
$1.8B
122 positions
#17Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$DIS$WFC$PFE$UNP
$151M
58 positions
#18SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$DIS$WFC$PFE$BA
$3.2B
40 positions
#19Stamos Capital Partners, L.P.Passive
Some overlap · 5 shared positions
$DIS$UNP$PFE$BA$NEE
$653M
140 positions
#20Lionshead Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$PFE$CRWD$DIS$BA
$154M
112 positions
#21Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$WFC$DIS$PFE$BA$NEE
$223M
81 positions
#22Oder Investment Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$DIS
$149M
113 positions
#23Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 6 shared positions
$WFC$PFE$DIS$BA$ADP$NEE
$1.0B
765 positions
#24DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$WFC$PFE$BA$ADP$ABT$PEP
$530M
92 positions
#25Realta Investment AdvisorsPassive
Some overlap · 4 shared positions
$PLTR$CRWD$UNP$PNC
$322M
378 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.