13F Pro

Hedge Funds Similar to Friday Financial

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

Friday Financial is an institutional investor managing $373M across 108 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 Friday Financial are Financial Engines Advisors L.L.C., Moss Adams Wealth Advisors, Avantax Planning Partners, with shared positions in $STT, $IBIT, $MDY, $PLTR, $MS, $SNDK. The full ranking of 25 similar funds is below.

#1Financial Engines Advisors L.L.C.Active
Substantial overlap · 4 shared positions
$STT$IBIT$MDY$PLTR
$56.3B
552 positions
#2Moss Adams Wealth Advisors LLCSmart money
Substantial overlap · 3 shared positions
$STT$MS$SNDK
$1.6B
307 positions
#3Avantax Planning Partners, Inc.Active
Notable overlap · 4 shared positions
$STT$DE$ALPS$TXN
$4.0B
454 positions
#4ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$IBIT$MDY
$621M
90 positions
#5American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$PWR$MDY
$110M
56 positions
#6Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$125M
84 positions
#7Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$DE
$180M
73 positions
#8FLOW TRADERS U.S. LLCPassive
Notable overlap · 5 shared positions
$STT$SNDK$MDY$PLTR$ALPS
$2.4B
979 positions
#9Pitcairn Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$STT$WDC$MDY
$913M
281 positions
#10Convergence Financial, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$1.3B
272 positions
#11UMB Bank, n.a.Passive
Notable overlap · 3 shared positions
$UMBF$MS$TXN
$7.9B
2,303 positions
#12Atlas Private Wealth AdvisorsActive
Notable overlap · 4 shared positions
$STT$PLTR$IBIT$TXN
$457M
139 positions
#13IAG Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$STT$WEC$DE$MDY
$1.0B
508 positions
#14SACKS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$DE
$148M
80 positions
#15FAS Wealth Partners, Inc.Passive
Notable overlap · 3 shared positions
$STT$MS$TXN
$1.9B
520 positions
#16J. Team Financial, Inc.Passive
Notable overlap · 4 shared positions
$STT$DE$PWR$TXN
$103M
102 positions
#17MARVIN & PALMER ASSOCIATES INCActive
Notable overlap · 4 shared positions
$DE$PWR$SNDK$MS
$159M
28 positions
#18GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$MS$TXN
$3.0B
213 positions
#19Estate Counselors, LLCSmart money
Some overlap · 4 shared positions
$STT$SNDK$WDC$MDY
$1.2B
92 positions
#20Stonebridge Financial Group, LLC/CAPassive
Some overlap · 3 shared positions
$STT$PWR$PLTR
$722M
310 positions
#21Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$SNDK$WDC$PLTR
$251M
74 positions
#22MATAURO, LLCActive
Some overlap · 4 shared positions
$STT$IBIT$PLTR$AAAU
$756M
158 positions
#23Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IBIT$STT$PWR$DE
$166M
570 positions
#24Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IBIT$PWR$STT
$829M
163 positions
#25Texas Capital Bank Wealth Management Services IncActive
Some overlap · 3 shared positions
$IBIT$DE$MS
$1.9B
349 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.