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Hedge Funds Similar to Iron Financial

13F Portfolio OverlapQ3 2026Iron Financial portfolio →
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Most similar hedge funds by 13F overlap

Iron Financial, LLC is an institutional investor managing $241M across 149 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Iron Financial are Brentview Investment, Keystone Financial Planning, CINCINNATI FINANCIAL, with shared positions in $CME, $CBOE, $PM, $TJX, $DG, $CRWD. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$CME$CBOE$PM$TJX
$253M
63 positions
#2Keystone Financial Planning, Inc.Active
Some overlap · 3 shared positions
$CME$PM$TJX
$404M
39 positions
#3CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$CME$PM$TJX$DG
$5.2B
56 positions
#4First Washington CORPActive
Some overlap · 3 shared positions
$CRWD$CME$CBOE
$418M
51 positions
#5PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$CME$CBOE$TJX
$203M
118 positions
#6Eurizon SLJ Capital LtdPassive
Some overlap · 4 shared positions
$CME$CBOE$TJX$ADSK
$271M
172 positions
#7XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$CRWD$CME$CBOE$PM
$929M
380 positions
#8HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CBOE$CME$CRWD
$398M
197 positions
#9Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$CRWD$PM$CME$TJX
$1.8B
113 positions
#10Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$CME$PM$KHC
$94M
64 positions
#11Berger Financial Group, IncPassive
Some overlap · 5 shared positions
$CRWD$TJX$FE$DDOG$HODL
$2.0B
486 positions
#12Galaxy Digital Capital Management GP LLCPassive
Some overlap · 3 shared positions
$CME$CRWD$DDOG
$206M
67 positions
#13Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$CBOE$TJX$CAH$FE
$2.5B
156 positions
#14Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$CME$CRWD$CBOE
$928M
299 positions
#15Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$CME$PM$COP
$4.0B
28 positions
#16Mount Lucas Management LPPassive
Some overlap · 5 shared positions
$CBOE$TJX$CAH$CME$DG
$281M
166 positions
#17WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$CBOE$CME$KHC
$151M
141 positions
#18Alaethes Wealth, LLCPassive
Some overlap · 3 shared positions
$CRWD$PM$CBOE
$345M
111 positions
#19Thomasville National BankPassive
Some overlap · 3 shared positions
$CRWD$PM$ADSK
$1.8B
241 positions
#20WealthShield Partners, LLCPassive
Some overlap · 3 shared positions
$CRWD$CME$TJX
$654M
379 positions
#21Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$CRWD$TJX$CIEN$CBOE
$347M
118 positions
#22Brindle & Bay Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CME$CBOE$KHC
$268M
102 positions
#23Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$PM$CME$TJX$COP
$412M
181 positions
#24BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$CME$PM$CRWD
$504M
136 positions
#25Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$CRWD$PM$TJX
$1.6B
184 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.