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Hedge Funds Similar to MANCHESTER FINANCIAL

13F Portfolio OverlapQ2 2026MANCHESTER FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

MANCHESTER FINANCIAL INC is an institutional investor managing $563M across 145 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 MANCHESTER FINANCIAL are Transamerica Financial Advisors, Dorsey Wright & Associates, Beacon Harbor Wealth Advisors, with shared positions in $FLEX, $FIX, $IBKR, $EME, $EIX, $VZ. The full ranking of 25 similar funds is below.

#1Transamerica Financial Advisors, LLC
Some overlap · 5 shared positions
$FLEX$FIX$IBKR$EME$EIX
$1.2B
2,188 positions
#2Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$FLEX$FIX$IBKR$EME$EIX
$590M
131 positions
#3Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$FLEX$FIX$VZ$AMGN
$513M
70 positions
#4VestGen Investment ManagementPassive
Some overlap · 4 shared positions
$FLEX$FIX$EME$EIX
$189M
218 positions
#5Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$FLEX$FIX$EME$CI
$675M
167 positions
#6LEUTHOLD GROUP, LLCPassive
Some overlap · 4 shared positions
$FLEX$HCA$EME$AMGN
$995M
237 positions
#7ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$DOV$HCA$VZ$AMGN$FLEX
$875M
989 positions
#8Caitlin John, LLC
Some overlap · 4 shared positions
$FIX$IBKR$HCA$EME
$183M
1,001 positions
#9THOMPSON DAVIS & CO., INC.Active
Some overlap · 4 shared positions
$DOV$FIX$EME$PLTR
$167M
168 positions
#10COZAD ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$FLEX$IBKR$HCA
$1.5B
453 positions
#11Secure Asset Management, LLCPassive
Some overlap · 4 shared positions
$DOV$FIX$PLTR$SCHW
$714M
333 positions
#12PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.Passive
Some overlap · 4 shared positions
$FLEX$IBKR$HCA$EME
$1.2B
292 positions
#13TABR Capital Management, LLCActive
Some overlap · 3 shared positions
$FLEX$FIX$EME
$117M
54 positions
#14COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$FLEX$IBKR$EME
$3.0B
317 positions
#15CMC Financial GroupActive
Some overlap · 3 shared positions
$FLEX$FIX$EIX
$52M
45 positions
#16UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$DOV$HCA$VZ$SCHW
$863M
423 positions
#17RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$FIX$EME$AMGN$SCHW$MAR
$2.5B
234 positions
#18Blackhawk Capital Partners, LLCPassive
Some overlap · 4 shared positions
$FIX$IBKR$VZ$EIX
$306M
146 positions
#19Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$FLEX$PLTR$VZ$MAR
$292M
77 positions
#20Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$FIX$IBKR$EME
$624M
96 positions
#21TimesSquare Capital Management, LLCActive
Some overlap · 3 shared positions
$FIX$IBKR$EME
$6.8B
158 positions
#22WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 4 shared positions
$DOV$PLTR$AMGN$SCHW
$405M
169 positions
#23KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$FIX$FLEX$EME
$235M
100 positions
#24Unify Financial AdvisorsPassive
Slight overlap · 4 shared positions
$DOV$VZ$AMGN$SCHW
$108M
90 positions
#25Sageworth Trust CoActive
Slight overlap · 3 shared positions
$DOV$FLEX$PLTR
$2.5B
127 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.