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Hedge Funds Similar to HANTZ FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026HANTZ FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

HANTZ FINANCIAL SERVICES, INC. is an institutional investor managing $7.4B across 2,565 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 HANTZ FINANCIAL SERVICES are Clearbridge Investments, Alley Investment Company, KIRTLAND HILLS, with shared positions in $ASML, $TXN, $ETN, $WMB, $UNP, $LIN. The full ranking of 25 similar funds is below.

#1Clearbridge Investments, LLCPassive
Some overlap · 7 shared positions
$ASML$TXN$ETN$WMB$UNP$LIN
$120.9B
699 positions
#2Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$ASML$PH$ETN$ABT$COF$UNP
$856M
89 positions
#3KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ASML$PH$TXN$UNP$LIN$WM
$351M
166 positions
#4BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$ASML$PH$TXN$ETN$UNP
$4.1B
151 positions
#5Saturna Capital CORPActive
Some overlap · 6 shared positions
$ASML$TXN$LIN$WM$GWW$ABT
$8.2B
140 positions
#6United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$ASML$PH$ETN$AIG$GWW
$1.4B
259 positions
#7Night Squared LPPassive
Some overlap · 4 shared positions
$ASML$PH$TXN$ETN
$930M
69 positions
#8ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$ASML$TXN$ETN$UNP$WM
$1.3B
109 positions
#9Evansbrook LLCActive
Some overlap · 4 shared positions
$ASML$PH$TXN$ETN
$168M
127 positions
#10Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$PH$TXN$ETN$UNP$LIN$GWW
$421M
225 positions
#11TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$ASML$TXN$ABT$AIG$UNP
$798M
187 positions
#12Segment Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ASML$PH$TXN$UNP
$1.9B
312 positions
#13Sand Hill Global Advisors, LLCActive
Some overlap · 5 shared positions
$ASML$PH$ETN$UNP$WM
$3.3B
214 positions
#14RWA WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$ASML$ETN$ABT$UNP$LIN
$10.4B
645 positions
#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ASML$ETN$ABT$LIN$WM
$8.0B
1,334 positions
#16Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$ASML$PH$ETN$LIN
$257M
258 positions
#17Colonial Trust AdvisorsPassive
Some overlap · 5 shared positions
$ASML$TXN$ETN$UNP$WM
$1.4B
807 positions
#18MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$ASML$PH$ETN$GWW
$582M
170 positions
#19Phraction Management LLCActive
Some overlap · 5 shared positions
$ASML$TXN$WMB$LIN$ETN
$596M
66 positions
#20FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$ASML$TXN$ETN$ABT
$42.5B
300 positions
#21Signet Private Wealth LLCPassive
Some overlap · 4 shared positions
$ASML$TXN$ETN$WMB
$125M
127 positions
#22Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$ASML$TXN$ETN$UNP
$170M
61 positions
#23Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$ASML$TXN$ETN$LIN
$336M
107 positions
#24BANK OF STOCKTONActive
Some overlap · 4 shared positions
$ASML$PH$ABT$UNP
$356M
126 positions
#25Colonial Trust Co / SCPassive
Some overlap · 5 shared positions
$ASML$TXN$ETN$UNP$WM
$790M
1,135 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.