Hedge Funds Similar to Financially in Tune

13F Portfolio OverlapQ1 2026Financially in Tune portfolio →
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Most similar hedge funds by 13F overlap

Financially in Tune, LLC is an institutional investor managing $116M across 77 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 Financially in Tune are ROBINSON, Closed-End Fund Advisors, Professional Financial, with shared positions in $PCQ, $AFB, $RFMZ, $MMD, $PNI, $FSCO. The full ranking of 8 similar funds is below.

Some overlap · 6 shared positions
$226M
100 positions
Some overlap · 4 shared positions
$102M
163 positions
Slight overlap · 3 shared positions
$99M
24 positions
Slight overlap · 3 shared positions
$2.1B
585 positions
Slight overlap · 3 shared positions
$250M
158 positions
Slight overlap · 3 shared positions
$179M
51 positions
Slight overlap · 3 shared positions
$223M
778 positions
Slight overlap · 3 shared positions
$161M
112 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.