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Hedge Funds Similar to Frazier Financial Advisors

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

Frazier Financial Advisors, LLC is an institutional investor managing $198M across 619 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 Frazier Financial Advisors are Monte Financial Group, WATERS PARKERSON, Delaney Dennis R, with shared positions in $ABT, $ACN, $PPG, $ROK, $NEE, $PNC. The full ranking of 25 similar funds is below.

#1Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$ABT$ACN$PPG
$312M
102 positions
#2WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$ABT$ACN$ROK
$2.0B
200 positions
#3Delaney Dennis RActive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$314M
61 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$ACN$NEE
$2.1B
131 positions
#5Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$ABT$ACN$PNC
$159M
62 positions
#6LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$ABT$ACN$PPG
$248M
91 positions
#7Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$231M
67 positions
#8Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$1.4B
135 positions
#9Elefante Mark BActive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$232M
60 positions
#10HARVEY INVESTMENT CO LLCActive
Some overlap · 3 shared positions
$ABT$STE$PNC
$918M
99 positions
#11DEARBORN PARTNERS LLCPassive
Some overlap · 4 shared positions
$ACN$ABT$STE$NEE
$1.8B
269 positions
#12PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$388M
66 positions
#13Schrum Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$ACN$ABT$NEE
$97M
109 positions
#14SOMERVILLE KURT FActive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$419M
97 positions
#15Dempze Nancy EPassive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$209M
91 positions
#16M. Kraus & CoPassive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$377M
86 positions
#17Broderick Brian CActive
Some overlap · 3 shared positions
$ABT$ROK$NEE
$646M
95 positions
#18DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$ABT$ROK$ACN$PNC
$351M
45 positions
#19Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$ABT$ACN$NEE
$116M
240 positions
#20Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$ACN$ABT$NEE
$409M
123 positions
#21NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ABT$ROK$NEE
$381M
144 positions
#22PIONEER TRUST BANK N A/ORPassive
Slight overlap · 3 shared positions
$ABT$ACN$NEE
$441M
87 positions
#23Aureus Asset Management, LLCPassive
Slight overlap · 3 shared positions
$ABT$STE$NEE
$1.6B
239 positions
#24Bill Few Associates, Inc.Passive
Slight overlap · 3 shared positions
$ABT$ROK$PNC
$470M
227 positions
#25Good Harbor Advisors, Inc.Passive
Slight overlap · 3 shared positions
$ABT$PNC$NEE
$102M
87 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.