How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Henderson Brothers Financial Partners

13F Portfolio OverlapQ2 2026Henderson Brothers Financial Partners portfolio →

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Most similar hedge funds by 13F overlap

Henderson Brothers Financial Partners, LLC is an institutional investor managing $211M across 77 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 Henderson Brothers Financial Partners are American Investment Services, Strategic Financial Services, NOTTINGHAM ADVISORS, with shared positions in $GLDM, $IAU, $EQIX, $VZ, $NEE, $PEP. The full ranking of 25 similar funds is below.

#1American Investment Services, Inc.Active

Notable overlap · 6 shared positions

$GLDM $IAU $EQIX $VZ $NEE $PEP

$473M

133 positions

#2Strategic Financial Services, Inc.Smart money

Notable overlap · 5 shared positions

$GLDM $MCK $TJX $NEE $PEP

$2.3B

157 positions

#3NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 4 shared positions

$GLDM $IAU $VZ $T

$838M

122 positions

#4January Capital Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $WM

$120M

55 positions

#5Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MCK

$313M

107 positions

#6PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$374M

117 positions

#7Integrity Wealth Solutions LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $NEE $MDY

$271M

129 positions

#8Cassaday & Co Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$GLDM $PEP $LMT

$5.3B

1,313 positions

#9CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MDY

$296M

82 positions

#10SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $TJX

$222M

100 positions

#11Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $NEE $TJX

$473M

126 positions

#12SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$762M

147 positions

#13My Portfolio Guide, LLC

Notable overlap · 3 shared positions

$GLDM $LMT $T

$181M

166 positions

#143EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$GLDM $MDY $IAU

$2.2B

94 positions

#15Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $LMT $T

$318M

76 positions

#16Bangor Savings BankActive

Notable overlap · 4 shared positions

$GLDM $PEP $VZ $NEE

$1.4B

543 positions

#17RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 4 shared positions

$GLDM $MDY $IAU $NEE

$581M

172 positions

#18Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$251M

74 positions

#19Napier Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $MDY $VZ

$480M

472 positions

#20Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$GLDM $IAU $TJX $WM $SYY

$412M

181 positions

#21Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $WM $NEE

$569M

231 positions

#22GOULD ASSET MANAGEMENT LLC /CA/Smart money

Notable overlap · 4 shared positions

$GLDM $IAU $MDY $PEP

$635M

176 positions

#23BRIGHT FINANCIAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$GLDM $IAU $VZ

$239M

72 positions

#24Shira Ridge Wealth ManagementActive

Some overlap · 3 shared positions

$GLDM $EQIX $VZ

$287M

83 positions

#25Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$GLDM $IAU $TJX $EQIX

$1.8B

529 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.