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Hedge Funds Similar to Finer Wealth

13F Portfolio OverlapQ2 2026Finer Wealth portfolio →
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Most similar hedge funds by 13F overlap

Finer Wealth Management, Inc. is an institutional investor managing $224M across 88 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 Finer Wealth are CORDA Investment, HF Advisory Group, FARMERS, with shared positions in $ASML, $VZ, $SCHW, $MCD, $PEP, $T. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$ASML$VZ$SCHW$MCD$PEP
$1.6B
85 positions
#2HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$VZ$SCHW$T$MO$PEP$BTI
$323M
168 positions
#3FARMERS TRUST CO
Some overlap · 6 shared positions
$MCD$VZ$T$PLTR$PEP$LMT
$637M
203 positions
#4Windle Wealth, LLCActive
Some overlap · 5 shared positions
$VZ$MCD$T$MO$PEP
$249M
35 positions
#5Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MCD$VZ$T$MO$PEP
$186M
123 positions
#6Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ASML$VZ$MCD$PEP$LMT
$968M
178 positions
#7MBA Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$MCD$VZ$MO$PEP
$297M
166 positions
#8Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$VZ$MCD$MO$PEP$BTI$LMT
$259M
118 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$MCD$T$PEP$LMT
$233M
122 positions
#10BayBridge Capital Group, LLCActive
Some overlap · 4 shared positions
$ASML$VZ$SCHW$PLTR
$192M
96 positions
#11OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$ASML$VZ$MO$PEP$BTI
$560M
136 positions
#12Forefront Wealth Partners, LLC
Some overlap · 5 shared positions
$ASML$IBIT$PLTR$SCHW$CRM
$323M
177 positions
#13VALICENTI ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$ASML$VZ$MCD$PEP
$530M
83 positions
#14TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$ASML$VZ$MO$PEP$BTI
$798M
187 positions
#15INVESTMENT PARTNERS, LTD.Passive
Some overlap · 5 shared positions
$ASML$MCD$IBIT$PEP$PLTR
$320M
167 positions
#16Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$VZ$MCD$T$CRM$LMT
$327M
94 positions
#17CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$VZ$SCHW$MCD$PEP
$1.1B
157 positions
#18BCWM, LLCPassive
Some overlap · 5 shared positions
$VZ$T$MO$PEP$LMT
$342M
57 positions
#19Miller Global Investments, LLCPassive
Some overlap · 4 shared positions
$VZ$T$ASML$SCHW
$121M
295 positions
#20Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$VZ$MO$MCD$T$BTI$LMT
$388M
39 positions
#21Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$VZ$T$MCD$MO
$116M
65 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$T$MO$PEP$BTI
$1.1B
146 positions
#23CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$VZ$IBIT$MO$T$LMT
$191M
102 positions
#24Innovative Wealth Building LLCSmart money
Some overlap · 4 shared positions
$MCD$T$VZ$ASML
$172M
84 positions
#25GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$ASML$SCHW$VZ$MO
$2.2B
268 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.