13F Pro

Hedge Funds Similar to Frankly Finances

13F Portfolio OverlapQ2 2026Frankly Finances portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Frankly Finances, LLC is an institutional investor managing $127M across 90 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 Frankly Finances are Ackerman Advisors, TWIN FOCUS PARTNERS, Sharkey, Howes & Javer, with shared positions in $IAU, $DOV, $ET, $MUFG, $DIS, $T. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$ET
$497M
120 positions
#2TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$MUFG
$983M
170 positions
#3Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$DOV$MUFG
$830M
159 positions
#4Three Bridge Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$DIS
$399M
87 positions
#5Permanens Capital L.P.Active
Notable overlap · 3 shared positions
$IAU$DOV$MUFG
$972M
100 positions
#6Shah Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$DOV$T$AEP
$433M
79 positions
#7Archer Investment Management, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$MUFG
$317M
121 positions
#8Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$ET$QCOM
$178M
72 positions
#9Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$MUFG$DAL
$313M
107 positions
#10NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$MUFG$T
$838M
122 positions
#11MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 3 shared positions
$IAU$DOV$T
$130M
80 positions
#12Financial Alternatives, IncActive
Some overlap · 3 shared positions
$IAU$MUFG$QCOM
$203M
84 positions
#13Omnia Family Wealth, LLCSmart money
Some overlap · 3 shared positions
$IAU$QCOM$DIS
$373M
103 positions
#14Asempa Wealth AdvisorsActive
Some overlap · 3 shared positions
$IAU$MUFG$DIS
$131M
114 positions
#15Towerpoint Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$T$QCOM
$284M
112 positions
#16LifePlan Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$MUFG$DAL
$291M
131 positions
#17WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$T$DIS
$412M
206 positions
#18REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$ET
$769M
225 positions
#19JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$HPE$QCOM
$593M
122 positions
#20waypoint wealth counselPassive
Some overlap · 3 shared positions
$IAU$DAL$QCOM
$172M
162 positions
#21Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$DOV$QCOM
$1.2B
127 positions
#22WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$MUFG$DIS
$176M
187 positions
#23Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$T$DIS
$229M
139 positions
#24SWP FINANCIAL LLCActive
Some overlap · 4 shared positions
$IAU$DOV$HPE$QCOM
$216M
77 positions
#25Fort Vancouver Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$DAL
$214M
62 positions

Compare Frankly Finances’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 Frankly Finances’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.