13F Pro

Hedge Funds Similar to Sandbox Financial Partners

13F Portfolio OverlapQ1 2026Sandbox Financial Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sandbox Financial Partners, LLC is an institutional investor managing $356M across 117 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sandbox Financial Partners are Granite Bay Wealth, Virtus Fixed Income Advisers, Generali Powszechne Towarzystwo Emerytalne, with shared positions in $SNOW, $STT, $BX, $TPL, $CRWD, $NEE. The full ranking of 25 similar funds is below.

#1Granite Bay Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$STT$BX$TPL$CRWD
$1.1B
170 positions
#2Virtus Fixed Income Advisers, LLCActive
Some overlap · 3 shared positions
$SNOW$NEE$BA
$158M
85 positions
#3Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$SNOW$BA$MCD
$631M
25 positions
#4Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$SNOW$PLTR$CRWD
$917M
38 positions
#5Legend Capital Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$PLTR$CRWD
$184M
62 positions
#6Cooper Capital Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$PLTR$MCD
$231M
41 positions
#7KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SNOW$PLTR$CRWD
$351M
166 positions
#8Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$PLTR$IBIT
$750M
95 positions
#9ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$SNOW$VZ$PLTR
$12.6B
133 positions
#10PKS Advisory Services, LLCPassive
Some overlap · 4 shared positions
$TPL$STT$IBIT$MCD
$627M
380 positions
#11PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STT$NEE$BA$PLTR$CRWD
$219M
125 positions
#12FARMERS TRUST CO
Some overlap · 5 shared positions
$STT$NEE$VZ$PLTR$MCD
$637M
203 positions
#13RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$SNOW$BA$PLTR$CRWD
$973M
93 positions
#14StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$STT$NEE$BX$PLTR
$351M
267 positions
#15Corsicana & Co.Passive
Some overlap · 4 shared positions
$TPL$NEE$STT$VZ
$206M
309 positions
#16Financial Enhancement Group LLCPassive
Some overlap · 4 shared positions
$STT$NEE$BX$IBIT
$839M
137 positions
#17LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$SNOW$BX$BA$PLTR$CRWD
$874M
275 positions
#18CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$SNOW$NEE$BA
$3.4B
73 positions
#19MACKAY SHIELDS LLCActive
Some overlap · 3 shared positions
$SNOW$NEE$BA
$3.0B
108 positions
#20Financial Engines Advisors L.L.C.Active
Some overlap · 5 shared positions
$STT$BA$TPL$PLTR$IBIT
$56.3B
552 positions
#21Wedbush Fund Advisers, LLCActive
Some overlap · 4 shared positions
$SNOW$PLTR$CRWD$NEE
$1.1B
103 positions
#22J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$TPL$CRWD
$103M
102 positions
#23Cedar Point Capital Partners, LLCActive
Some overlap · 4 shared positions
$STT$NEE$BA$CRWD
$174M
77 positions
#24Fairscale Capital, LLCActive
Some overlap · 5 shared positions
$STT$NEE$BX$PLTR$CRWD
$167M
441 positions
#25PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Some overlap · 3 shared positions
$TPL$STT$PLTR
$3.2B
77 positions

Compare Sandbox Financial Partners’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 Sandbox Financial Partners’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.