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 Nadler Financial Group

13F Portfolio OverlapQ2 2026Nadler Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Nadler Financial Group, Inc. is an institutional investor managing $1.2B across 149 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 Nadler Financial Group are CYPRESS FINANCIAL PLANNING, Strategic Wealth Advisors, JNBA Financial Advisors, with shared positions in $COF, $MCD, $SHOP, $IAU, $ALL, $ABT. The full ranking of 25 similar funds is below.

#1CYPRESS FINANCIAL PLANNING LLCActive

Some overlap · 3 shared positions

$COF $MCD $SHOP

$413M

109 positions

#2Strategic Wealth Advisors LLCActive

Some overlap · 4 shared positions

$IAU $MCD $COF $ALL

$117M

260 positions

#3JNBA Financial AdvisorsActive

Some overlap · 3 shared positions

$IAU $MCD $ABT

$1.3B

830 positions

#4Ackerman Capital Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $MCD $ABT

$497M

120 positions

#5C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive

Some overlap · 3 shared positions

$IAU $MCD $ABT

$2.0B

424 positions

#6Red Mountain Financial, LLCPassive

Some overlap · 3 shared positions

$IAU $MCD $ALL

$119M

82 positions

#7Permanens Capital L.P.Active

Some overlap · 3 shared positions

$IAU $COF $SHOP

$972M

100 positions

#8LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 3 shared positions

$IAU $ABT $ALL

$248M

91 positions

#9Stonebridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$IAU $MCD $ABT

$1.3B

275 positions

#10GenWealth Group, Inc.Active

Some overlap · 3 shared positions

$IAU $ALL $MCD

$642M

89 positions

#11Stablepoint Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $COF $MCD

$723M

260 positions

#12TSFG, LLCPassive

Some overlap · 3 shared positions

$IAU $ABT $MCD

$794M

891 positions

#13North Forty Two & Co.Passive

Some overlap · 3 shared positions

$IAU $CEF $ABT

$118M

104 positions

#14CENTRAL TRUST CoPassive

Slight overlap · 3 shared positions

$IAU $MCD $CEF

$5.5B

1,568 positions

#15S-Bank Fund Management LtdPassive

Slight overlap · 3 shared positions

$COF $MCD $ALL

$736M

249 positions

#16Well Done, LLCPassive

Slight overlap · 3 shared positions

$IAU $ABT $MCD

$743M

202 positions

#17Financial & Tax Architects, LLCPassive

Slight overlap · 3 shared positions

$IAU $MCD $ABT

$474M

110 positions

#18SageGuard Financial Group, LLCPassive

Slight overlap · 3 shared positions

$IAU $COF $MCD

$712M

211 positions

#19Pachira Investments Inc.Active

Slight overlap · 3 shared positions

$IAU $SHOP $MCD

$265M

78 positions

#20FIRST AMERICAN TRUST, FSBPassive

Slight overlap · 3 shared positions

$IAU $MCD $ABT

$1.7B

307 positions

#21Christensen, King & Associates Investment Services, Inc.Active

Slight overlap · 3 shared positions

$IAU $MCD $ABT

$252M

108 positions

#22Andrews Advisory Associates, LLCActive

Slight overlap · 3 shared positions

$IAU $MCD $ALL

$208M

86 positions

#23Generation Capital Management LLCPassive

Slight overlap · 3 shared positions

$IAU $COF $MCD

$163M

83 positions

#24Prepared Retirement Institute LLCActive

Slight overlap · 4 shared positions

$COF $MCD $ABT $ALL

$235M

94 positions

#25REGATTA CAPITAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$IAU $COF $MCD

$744M

223 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.