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 Second Half Financial Partners

13F Portfolio OverlapQ2 2026Second Half Financial Partners portfolio →

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Most similar hedge funds by 13F overlap

Second Half Financial Partners, LLC is an institutional investor managing $244M across 109 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 Second Half Financial Partners are WealthCare Asset, STONEHAVEN WEALTH & TAX SOLUTIONS, NORDEN GROUP, with shared positions in $EXPE, $LAMR, $ANET, $MO, $BMY, $SHOP. The full ranking of 25 similar funds is below.

#1WealthCare Asset Management, LLCActive

Notable overlap · 8 shared positions

$EXPE $LAMR $ANET $MO $BMY $SHOP

$241M

78 positions

#2STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Notable overlap · 8 shared positions

$EXPE $ANET $MO $LAMR $BMY $SHOP

$125M

93 positions

#3NORDEN GROUP LLCPassive

Notable overlap · 8 shared positions

$ANET $LAMR $MO $EXPE $BMY $SHOP

$1.2B

701 positions

#4MILESTONE ASSET MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$ANET $MO $EXPE $LAMR $BMY $SHOP

$636M

262 positions

#5Exit Wealth Advisors, LLC.Passive

Notable overlap · 7 shared positions

$LAMR $ANET $MO $BMY $FTI $VOD

$220M

150 positions

#6FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$ANET $EXPE $MO $STRL $BMY $FTI

$544M

58 positions

#7Blue Capital, Inc.Passive

Notable overlap · 8 shared positions

$MO $BMY $SHOP $EXPE $LAMR $FTI

$158M

122 positions

#8Axim Planning & WealthActive

Some overlap · 9 shared positions

$MO $LAMR $ANET $EXPE $SHOP $BMY

$72M

92 positions

#9Van Diest Capital, LLCPassive

Some overlap · 6 shared positions

$ANET $MO $EXPE $SHOP $LAMR $BMY

$112M

176 positions

#10Pacer Advisors, Inc.Passive

Some overlap · 5 shared positions

$MO $BMY $GD $EXPE $DAL

$39.3B

2,614 positions

#11Ted Buchan & CoActive

Some overlap · 5 shared positions

$RCL $BMY $SHOP $MO $CLS

$306M

95 positions

#12Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$ANET $MO $NEE $EXPE $BMY

$8.0B

102 positions

#13CLOUGH CAPITAL PARTNERS L PPassive

Some overlap · 4 shared positions

$GD $RKT $RCL $CLS

$1.2B

102 positions

#14Independent Solutions Wealth Management, LLCActive

Some overlap · 4 shared positions

$LAMR $ANET $MO $SHOP

$766M

194 positions

#15Ellsworth Advisors, LLCPassive

Some overlap · 4 shared positions

$ANET $MO $BMY $FTI

$609M

182 positions

#16SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 4 shared positions

$GD $ANET $NEE $SO

$1.2B

332 positions

#17Financial Advisors Network, Inc.Passive

Some overlap · 4 shared positions

$EXPE $ANET $MO $MSI

$816M

208 positions

#18Richard C. Young & CO., LTD.Passive

Some overlap · 4 shared positions

$LHX $MO $STRL $SO

$1.4B

101 positions

#19EDGAR LOMAX CO/VAActive

Some overlap · 4 shared positions

$GD $BMY $NEE $SO

$1.3B

58 positions

#20RETIREMENT GUYS FORMULA LLCPassive

Some overlap · 4 shared positions

$GD $ANET $MO $SO

$266M

158 positions

#21Zinnia Wealth Advisory, LLCPassive

Some overlap · 5 shared positions

$RCL $MO $GD $NEE $SO

$98M

97 positions

#22MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$GD $LHX $NEE $MSI

$857M

166 positions

#23PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$ANET $LHX $NEE $STRL

$671M

197 positions

#24Harvest Investment Advisors, LLCActive

Some overlap · 3 shared positions

$GD $LHX $BMY

$202M

58 positions

#25Baltimore-Washington Financial Advisors, Inc.Passive

Some overlap · 5 shared positions

$RCL $ANET $SHOP $SO $NEE

$2.7B

206 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.