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Hedge Funds Similar to Putney Financial Group

13F Portfolio OverlapQ2 2026Putney Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Putney Financial Group LLC is an institutional investor managing $111M across 78 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 Putney Financial Group are Synergy Financial Group, LTD, Faithward Advisors, WD RUTHERFORD, with shared positions in $CRWD, $ANET, $SHOP, $NET, $IBKR, $COHR. The full ranking of 25 similar funds is below.

#1Synergy Financial Group, LTDPassive
Some overlap · 5 shared positions
$CRWD$ANET$SHOP$NET$IBKR
$139M
119 positions
#2Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$ANET$CRWD$SHOP$NET$IBKR
$819M
339 positions
#3WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CRWD$ANET$NET$COHR$NEE
$276M
75 positions
#4Left Brain Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CRWD$ANET$DELL$STX$IBKR$MO
$332M
99 positions
#5ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$CRWD$ANET$SHOP$HEI
$551M
40 positions
#6Stony Point Wealth Management Inc.Passive
Some overlap · 6 shared positions
$CRWD$ANET$FCX$EME$LMT$MO
$283M
103 positions
#7ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$CRWD$SHOP$ANET$COHR$DELL
$4.4B
109 positions
#8Arbor Wealth Management LLC\AZActive
Some overlap · 3 shared positions
$CRWD$ANET$SHOP
$113M
26 positions
#9Proactive Wealth Strategies LLCPassive
Some overlap · 5 shared positions
$CRWD$NET$ANET$DELL$NEE
$623M
222 positions
#10FAIRFIELD, BUSH & CO.Passive
Some overlap · 4 shared positions
$CRWD$ANET$SHOP$UNP
$203M
126 positions
#11Snider Financial GroupPassive
Some overlap · 4 shared positions
$CRWD$ANET$NET$HEI
$393M
103 positions
#12Retireful, LLCPassive
Some overlap · 5 shared positions
$ANET$CRWD$COHR$DELL$STX
$107M
81 positions
#13GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CRWD$ANET$NET$SHOP
$363M
43 positions
#14Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$DELL$IBKR
$181M
73 positions
#15Sunstone Asset Management, L.P.Passive
Some overlap · 5 shared positions
$ANET$NET$COHR$SHOP$STX
$92M
57 positions
#16GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$LMT$ALL
$179M
118 positions
#17Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$ANET$FCX$IRM$NUE
$234M
81 positions
#18True Vision MN LLC
Some overlap · 4 shared positions
$CRWD$ANET$FCX$UNP
$194M
98 positions
#19Robinhood Asset Management, LLCActive
Some overlap · 5 shared positions
$CRWD$NET$COHR$FCX$NEE
$1.9B
83 positions
#20Realta Investment AdvisorsPassive
Some overlap · 5 shared positions
$CRWD$NET$ANET$UNP$DE
$322M
378 positions
#21Strategy Capital LLCSmart money
Some overlap · 3 shared positions
$CRWD$SHOP$NET
$1.6B
11 positions
#22Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$ANET$IBKR$LMT
$269M
51 positions
#23Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$ANET$SHOP$NEE
$2.7B
206 positions
#24Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$CRWD$NET$COHR$STX
$132M
45 positions
#25VMS Asset Management LimitedPassive
Some overlap · 5 shared positions
$CRWD$COHR$DELL$STX$IBKR
$315M
33 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.