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Hedge Funds Similar to FINANCIAL NETWORK

13F Portfolio OverlapQ3 2026FINANCIAL NETWORK portfolio →
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Most similar hedge funds by 13F overlap

FINANCIAL MANAGEMENT NETWORK INC is an institutional investor managing $695M across 209 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FINANCIAL NETWORK are SIGMA INVESTMENT COUNSELORS, Connective Portfolio, CHATHAM GROUP, with shared positions in $ARCC, $IAU, $URI, $AXP, $SPCX, $MCD. The full ranking of 25 similar funds is below.

#1SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$ARCC$IAU$URI
$2.1B
218 positions
#2Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$SPCX
$67M
39 positions
#3CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$AXP$MCD
$777M
203 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$AXP$MCD
$227M
73 positions
#5Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$KKR$MCD
$163M
113 positions
#6West Wealth Group, LLCActive
Some overlap · 4 shared positions
$IAU$ROK$MCD$SPCX
$645M
145 positions
#7Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$SPG$MCD
$154M
96 positions
#8Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SPCX$MCD
$405M
118 positions
#9CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$AXP$MCD
$357M
86 positions
#10Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$SLB
$1.2B
265 positions
#11JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$URI$MCD
$936M
373 positions
#12Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$MCD$ROK
$309M
142 positions
#13Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$URI$AXP
$13.5B
367 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$MCD
$1.4B
275 positions
#15LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$SPG$AXP$ROK
$213M
124 positions
#16NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$AXP$MCD
$283M
75 positions
#17BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$AXP
$238M
164 positions
#18Alhambra Investment Partners LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$MCD
$234M
184 positions
#19Retirement Wealth Solutions LLCActive
Some overlap · 3 shared positions
$IAU$URI$MCD
$189M
907 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SPG$AXP$MCD
$292M
99 positions
#21ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$SPG$AXP$MCD
1 positions
#22First Command Advisory Services, Inc.Active
Some overlap · 3 shared positions
$IAU$AXP$MCD
$16.8B
1,247 positions
#23Sunbelt Securities, Inc.
Some overlap · 3 shared positions
$IAU$ARCC$MCD
$1.6B
2,954 positions
#24Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$SPG$AXP$MCD
$87M
113 positions
#25BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$IAU$URI$ARCC
$1.5B
234 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.