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Hedge Funds Similar to New England Financial Advisors

13F Portfolio OverlapQ2 2026New England Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

New England Capital Financial Advisors LLC is an institutional investor managing $418M across 431 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 New England Financial Advisors are Aurdan, Econ Financial Services, American National Bank of Texas, with shared positions in $STT, $AFL, $DIS, $BMY, $TT, $CARR. The full ranking of 25 similar funds is below.

#1Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$STT$AFL$DIS$BMY
$394M
99 positions
#2Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$TT$CARR
$239M
85 positions
#3American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$TT$MCD
$109M
52 positions
#4Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$STT$TT$APH
$151M
243 positions
#5Rodgers & Associates, LTDActive
Some overlap · 3 shared positions
$STT$FITB$T
$1.1B
111 positions
#6PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$STT$CARR$DIS
$728M
298 positions
#7Stegner Investment Associates Inc.Smart money
Some overlap · 3 shared positions
$STT$MCD$AXP
$215M
29 positions
#8Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$MCD$AXP
$548M
271 positions
#9HORIZON FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$STT$T$APH
$261M
646 positions
#10Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$STT$MCD$APH
$125M
54 positions
#11JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$STT$MCD$AFL$DIS
$1.3B
830 positions
#12Atlas Private Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$TT$AXP
$462M
149 positions
#13Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$MCD$AXP
$254M
128 positions
#14Ball & Co Wealth Management Inc.Active
Some overlap · 3 shared positions
$STT$T$BMY
$141M
74 positions
#15Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$FITB$STT$TT$T
$336M
86 positions
#16Gerber Kawasaki Wealth & Investment ManagementActive
Some overlap · 4 shared positions
$STT$TT$APH$DIS
$3.7B
366 positions
#17FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$T$MCD
$637M
203 positions
#18Horizon Wealth Management, LLCActive
Some overlap · 5 shared positions
$STT$DIS$T$AXP$MCD
$785M
148 positions
#19Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$DIS$APH
$6.1B
427 positions
#20Milestone Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$STT$T$CARR
$216M
136 positions
#21Principal Street Partners, LLCPassive
Some overlap · 3 shared positions
$STT$FITB$BMY
$683M
277 positions
#22Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$STT$MCD$TT$T
$1.1B
243 positions
#23Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 5 shared positions
$STT$MCD$MFC$DIS$AXP
$474M
72 positions
#24LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$TT$EFX$CARR$MCD$AXP
$273M
104 positions
#25Montecito Bank & TrustPassive
Some overlap · 3 shared positions
$STT$TT$DIS
$660M
272 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.