13F Pro

Hedge Funds Similar to FLOYD FINANCIAL GROUP

13F Portfolio OverlapQ2 2026FLOYD FINANCIAL GROUP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FLOYD FINANCIAL GROUP LLC is an institutional investor managing $153M across 65 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 FLOYD FINANCIAL GROUP are Nikko Asset Americas, Meadowbrook Wealth, ARK Investment, with shared positions in $SPCX, $DE, $PLTR, $CRWV, $HOOD, $SOFI. The full ranking of 25 similar funds is below.

#1Nikko Asset Management Americas, Inc.Passive
Notable overlap · 6 shared positions
$SPCX$DE$PLTR$CRWV$HOOD$SOFI
$7.7B
276 positions
#2Meadowbrook Wealth Management, LLCPassive
Some overlap · 7 shared positions
$PLTR$RDDT$CRWV$HOOD$TJX$SBUX
$93M
81 positions
#3ARK Investment Management LLCActive
Some overlap · 5 shared positions
$SPCX$DE$CRWV$PLTR$HOOD
$15.4B
191 positions
#4Altimeter Capital Management, LPSmart money
Some overlap · 5 shared positions
$SPCX$UBER$CRWV$QCOM$HOOD
$9.8B
20 positions
#5CTC Alternative Strategies, Ltd.Passive
Some overlap · 5 shared positions
$VRT$UBER$SPCX$ORLY$QCOM
$69M
83 positions
#6UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$SPCX$RDDT$PLTR$HOOD$BA$UBER
$243M
40 positions
#7SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$VRT$RDDT$HOOD$BA$SOFI$SPCX
$895M
185 positions
#8IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 5 shared positions
$SPCX$DE$PLTR$HOOD$CRWV
$1.6B
289 positions
#9Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$VRT$UBER$RDDT$TJX$HOOD
$115M
89 positions
#10Clarus Wealth AdvisorsPassive
Some overlap · 6 shared positions
$VRT$PLTR$TJX$HOOD$OKE$QCOM
$260M
86 positions
#11Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$PLTR$TJX$HOOD$OKE
$1.1B
215 positions
#12RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 6 shared positions
$SBUX$PLTR$HOOD$SOFI$RDDT$UBER
$136M
127 positions
#13ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$VRT$UBER$PLTR$HOOD
$551M
40 positions
#14Royal Fund Management, LLCPassive
Some overlap · 6 shared positions
$QCOM$HOOD$UBER$VRT$OKE$SBUX
$1.2B
291 positions
#15GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VRT$CRWV$PLTR$HOOD
$363M
43 positions
#16AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWV$ORLY$BA$TJX
$231M
93 positions
#17Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$VRT$UBER$PLTR$SBUX
$490M
134 positions
#18McBroom & Associates, LLCActive
Some overlap · 4 shared positions
$VRT$PLTR$ORLY$TJX
$199M
37 positions
#19Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$UBER$DE$QCOM$BA
$1.1B
34 positions
#20JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$DE$SBUX$QCOM$UBER$MCD
$1.2B
134 positions
#21Carroll Investors, IncActive
Some overlap · 4 shared positions
$VRT$CRWV$PLTR$SOFI
$234M
31 positions
#22Harvest Portfolios Group Inc.Active
Some overlap · 5 shared positions
$PLTR$HOOD$RDDT$SPCX$SOFI
$7.1B
267 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$DE$SBUX$ORLY$BA
$124M
100 positions
#24WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$VRT$UBER$QCOM$DE
$245M
149 positions
#25Finivi Inc.Passive
Some overlap · 5 shared positions
$VRT$ORLY$HOOD$DE$MCD
$195M
111 positions

Compare FLOYD FINANCIAL GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View FLOYD FINANCIAL GROUP’s holdings

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.