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 Voya Financial Advisors

13F Portfolio OverlapQ2 2026Voya Financial Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Voya Financial Advisors, Inc. is an institutional investor managing $1.1B across 208 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 Voya Financial Advisors are Tranquilli Financial Advisor, CRUX WEALTH ADVISORS, ProVise Group, with shared positions in $PM, $SCHW, $BKNG, $ELV, $WFC, $ADI. The full ranking of 25 similar funds is below.

#1Tranquilli Financial Advisor LLCPassive

Notable overlap · 19 shared positions

$PM $SCHW $BKNG $ELV $WFC $ADI

$186M

135 positions

#2CRUX WEALTH ADVISORSPassive

Notable overlap · 17 shared positions

$PM $SCHW $BKNG $ELV $IQV $WFC

$289M

192 positions

#3ProVise Management Group, LLCPassive

Notable overlap · 17 shared positions

$PM $SCHW $BKNG $WFC $ELV $ADI

$1.5B

282 positions

#4TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 16 shared positions

$PM $SCHW $BKNG $ELV $WFC $IQV

$143M

104 positions

#5SPWM Advisors LLCActive

Notable overlap · 17 shared positions

$SCHW $PM $BKNG $ELV $IQV $WFC

$108M

90 positions

#6Independence Wealth Advisors, LLCActive

Notable overlap · 16 shared positions

$PM $SCHW $BKNG $ELV $IQV $WFC

$199M

85 positions

#7Keystone Financial ServicesActive

Notable overlap · 15 shared positions

$PM $SCHW $BKNG $WFC $ELV $ADI

$388M

131 positions

#8FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 15 shared positions

$PM $SCHW $BKNG $WFC $ELV $ADI

$355M

257 positions

#9Oregon Pacific Wealth Management, LLCActive

Notable overlap · 14 shared positions

$SCHW $PM $BKNG $ELV $IQV $ADI

$107M

115 positions

#10Meriwether Wealth & Planning, LLCActive

Notable overlap · 13 shared positions

$BKNG $SCHW $ELV $ADI $BDX $MDT

$202M

122 positions

#11CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 12 shared positions

$PM $SCHW $WFC $ADI $BKNG $MDT

$827M

181 positions

#12Unique Wealth Strategies, LLCPassive

Notable overlap · 14 shared positions

$BKNG $PM $ADI $ELV $BDX $IQV

$275M

223 positions

#13Trajan Wealth LLCActive

Notable overlap · 9 shared positions

$PM $BKNG $ELV $IQV $ENB $SCHW

$2.6B

152 positions

#14Investment Research & Advisory Group, Inc.Active

Notable overlap · 7 shared positions

$SCHW $PM $BKNG $LMT $IQV $SBUX

$324M

314 positions

#15Patriot Financial Group Insurance Agency, LLCPassive

Notable overlap · 9 shared positions

$PM $WFC $BKNG $SCHW $BDX $CCZ

$974M

491 positions

#16First Eagle Investment Management, LLCActive

Notable overlap · 7 shared positions

$PM $ELV $BKNG $BDX $MDT $CCZ

$59.9B

424 positions

#17One Wealth Map LLCActive

Notable overlap · 7 shared positions

$SCHW $BKNG $ELV $IQV $APD $DIS

$220M

106 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 9 shared positions

$PM $BDX $MDT $CCZ $GD $NVS

$10.2B

208 positions

#19HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$BKNG $PM $SCHW $WFC $ELV $TFC

$323M

168 positions

#20DODGE & COXActive

Some overlap · 7 shared positions

$SCHW $BKNG $WFC $CCZ $APD $BNY

$191.0B

222 positions

#21EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$SCHW $LMT $WFC $SBUX $CCZ $GD

$1.3B

58 positions

#22Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 11 shared positions

$PM $BKNG $SCHW $BNY $NVS $ADI

$637M

125 positions

#23Van Diest Capital, LLCPassive

Some overlap · 7 shared positions

$SCHW $BKNG $PM $WFC $ELV $ADI

$112M

176 positions

#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PM $LMT $WFC $MDT $SBUX $GD

$233M

122 positions

#25Canoe Financial LPActive

Some overlap · 5 shared positions

$PM $LMT $ELV $WFC $ADI

$8.1B

110 positions

Compare Voya Financial Advisors’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 Voya Financial Advisors’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.