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Hedge Funds Similar to Finley Financial

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

Finley Financial, LLC is an institutional investor managing $248M across 110 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 Finley Financial are Madison Park Advisors, Bear Mountain, SONATA GROUP, with shared positions in $MDY, $SBUX, $FBTC, $MUFG, $MCD, $UPS. The full ranking of 25 similar funds is below.

#1Madison Park Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$SBUX$FBTC
$140M
65 positions
#2Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$MDY$MUFG$SBUX
$345M
214 positions
#3SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$314M
128 positions
#4Audent Global Asset Management, LLCActive
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$90M
46 positions
#5RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$MCD$MUFG
$581M
172 positions
#6Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$2.1B
192 positions
#7Eldridge Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$MDY$UPS$MCD
$505M
163 positions
#8WARNER FINANCIAL, INCActive
Slight overlap · 3 shared positions
$MDY$MCD$NU
$340M
145 positions
#9Weil Company, Inc.Passive
Slight overlap · 4 shared positions
$MDY$MUFG$SBUX$MCD
$580M
134 positions
#10Livet Wealth, LLCActive
Slight overlap · 4 shared positions
$MDY$MUFG$SBUX$NU
$180M
119 positions
#11SK Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MDY$MUFG$NU
$444M
80 positions
#12HighPoint Advisor Group LLCPassive
Slight overlap · 3 shared positions
$MDY$UPS$MCD
$2.8B
691 positions
#13ELEMENT POINTE ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$MDY$SPOT$FBTC
$709M
91 positions
#14CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 3 shared positions
$MDY$SBUX$MCD
$119M
77 positions
#15ABOUND FINANCIAL, LLCActive
Slight overlap · 3 shared positions
$MDY$SBUX$NU
$251M
297 positions
#16MRWM Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$SBUX$MCD
$243M
80 positions
#17William Allan CorpActive
Slight overlap · 3 shared positions
$UPS$SBUX$MCD
$199M
65 positions
#18Flavin Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$UPS$SBUX$MCD
$185M
77 positions
#19Cohen Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$UPS$SBUX$MCD
$233M
81 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$UPS$SBUX$MCD
$233M
122 positions
#21GHE, LLCSmart money
Slight overlap · 3 shared positions
$MDY$SBUX$MCD
$265M
57 positions
#22ZRC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$MDY$MUFG$MCD$TOST
$356M
1,342 positions
#23COMMERCE BANKActive
Slight overlap · 3 shared positions
$UPS$MDY$MCD
$22.8B
1,332 positions
#24Mayflower Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$UPS$MDY$MCD
$1.2B
499 positions
#25MFG WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$UPS$SBUX$F
$138M
62 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.