13F Pro

Hedge Funds Similar to RAYMOND JAMES FINANCIAL

13F Portfolio OverlapQ2 2026RAYMOND JAMES FINANCIAL portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RAYMOND JAMES FINANCIAL INC is an institutional investor managing $368.9B across 5,396 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 RAYMOND JAMES FINANCIAL are HARRELL INVESTMENT PARTNERS, CALIBER WEALTH , / KS, Phoenix Wealth Advisors, with shared positions in $ETN, $ADI, $MPC, $CB, $MSI, $VZ. The full ranking of 25 similar funds is below.

#1HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 9 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$461M
144 positions
#2CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 9 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$1.0B
300 positions
#3Phoenix Wealth AdvisorsActive
Some overlap · 9 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$297M
129 positions
#4Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 9 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$251M
74 positions
#5Tulsa Wealth Advisors, INCActive
Some overlap · 9 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$710M
166 positions
#6Winthrop Partners - WNY, LLCPassive
Some overlap · 9 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$202M
87 positions
#7Clear Trail Advisors, LLCPassive
Some overlap · 8 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$655M
161 positions
#8TMB Capital Partners, LLCPassive
Some overlap · 8 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$321M
177 positions
#9Wealth Intelligence, LLCActive
Some overlap · 8 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$215M
59 positions
#10Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 8 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$378M
205 positions
#11Scissortail Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ETN$ADI$MPC$CB$MSI$VZ
$520M
106 positions
#12LightSquare Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ETN$ADI$MPC$CB$VZ$UNP
$145M
104 positions
#13MAGNOLIA CAPITAL ADVISORS LLCPassive
Some overlap · 7 shared positions
$ETN$ADI$CB$MSI$VZ$UNP
$583M
295 positions
#14Peterson Wealth ServicesPassive
Some overlap · 6 shared positions
$ETN$ADI$MPC$CB$MSI$UNP
$459M
245 positions
#15Stonebrook Private Inc.Passive
Some overlap · 6 shared positions
$ETN$ADI$MPC$CB$MSI$CMI
$548M
271 positions
#16SAXON INTERESTS, INC.Passive
Some overlap · 6 shared positions
$ETN$ADI$MPC$CB$MSI$CMI
$362M
238 positions
#17Meadow Creek Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$ETN$ADI$MPC$CB$MSI$UNP
$164M
139 positions
#18Invera Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$MPC$CB$MSI$UNP$CMI
$186M
132 positions
#19Aspire Growth Partners LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$MPC$MSI$UNP
$172M
128 positions
#20MGO ONE SEVEN LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$MPC$CB$MSI
$6.1B
1,550 positions
#21WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$MPC$VZ$NEE
$455M
298 positions
#22SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 5 shared positions
$ETN$ADI$MPC$CB$MSI
$222M
100 positions
#23NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$ADI$CB$UNP$NEE
$381M
144 positions
#24Confluence Wealth Services, Inc.Active
Some overlap · 5 shared positions
$ETN$ADI$MPC$CB$NEE
$3.5B
476 positions
#25CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$MPC$CB$MSI$UNP
$129M
214 positions

Compare RAYMOND JAMES FINANCIAL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RAYMOND JAMES FINANCIAL’s holdings

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.