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Hedge Funds Similar to Hilltop

13F Portfolio OverlapQ1 2026Hilltop portfolio →
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Most similar hedge funds by 13F overlap

Hilltop Holdings Inc. is an institutional investor managing $1.1B across 635 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 Hilltop are Fund Advisors of America /FL, Retirement Solution, Sound View Wealth Advisors Group,, with shared positions in $ET, $MU, $EPD, $IBM, $GLW, $DIA. The full ranking of 25 similar funds is below.

#1Fund Advisors of America Inc/FLPassive
Slight overlap · 5 shared positions
$ET$MU$EPD$IBM$GLW
$99M
118 positions
#2Retirement Solution LLCActive
Slight overlap · 5 shared positions
$DIA$MU$IBM$MAR$GLW
$423M
57 positions
#3Sound View Wealth Advisors Group, LLCPassive
Slight overlap · 5 shared positions
$DIA$EPD$IBM$MAR$MS
$1.5B
422 positions
#4SENTINEL WEALTH MANAGEMENT, INC.Active
Slight overlap · 5 shared positions
$SE$DIA$EPD$DHR$ET
$125M
39 positions
#5Williams & Novak, LLCPassive
Slight overlap · 5 shared positions
$SE$MU$MS$DHR$IAU
$134M
143 positions
#6Squire Investment Management Company, LLCActive
Slight overlap · 6 shared positions
$SE$MAR$DHR$IAU$MS$GLW
$360M
76 positions
#7Everest Financial Group LLCPassive
Slight overlap · 5 shared positions
$ET$MU$MAR$IAU$ETN
$607M
199 positions
#8Intellus Advisors LLCActive
Slight overlap · 5 shared positions
$FHI$EPD$MS$IAU$ET
$732M
125 positions
#9Daybright Advisory Services, Inc.Active
Slight overlap · 6 shared positions
$MU$MAR$DIA$DHR$MS$IBM
$361M
133 positions
#10LEIGH BALDWIN & CO., LLCPassive
Slight overlap · 5 shared positions
$MU$GLW$MS$IAU$ETN
$154M
163 positions
#11Sound Stewardship, LLCActive
Slight overlap · 5 shared positions
$SE$MAR$MS$DHR$IAU
$218M
63 positions
#12MCGUIRE CAPITAL ADVISORS INCPassive
Slight overlap · 4 shared positions
$ET$DIA$MU$EPD
$156M
868 positions
#13IFG Advisors, LLCActive
Slight overlap · 5 shared positions
$SE$DIA$MU$GLW$MS
$611M
149 positions
#14Pinnacle Holdings, LLCPassive
Slight overlap · 4 shared positions
$ET$DIA$EPD$IBM
$309M
233 positions
#15Genus Capital Management Inc.Passive
Slight overlap · 4 shared positions
$SE$MU$IBM$GLW
$873M
189 positions
#16Odyssey Capital Advisors, Inc.Passive
Slight overlap · 4 shared positions
$SE$DIA$MAR$MS
$112M
97 positions
#17Cohen Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$ET$EPD$IBM$MAR
$644M
154 positions
#18Olistico Wealth, LLCPassive
Slight overlap · 4 shared positions
$ET$EPD$IBM$MAR
$203M
341 positions
#19Chung Wu Investment Group, LLCPassive
Slight overlap · 4 shared positions
$DIA$ET$MU$MS
$116M
259 positions
#20GILPIN WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$ET$DIA$EPD$MS
$126M
999 positions
#21Autumn Glory Partners, LLCPassive
Slight overlap · 4 shared positions
$ET$DIA$MAR$MS
$272M
204 positions
#22Royal Palms Capital LLCPassive
Slight overlap · 4 shared positions
$ET$EPD$IBM$GLW
$101M
50 positions
#23HIGHLINE WEALTH PARTNERS LLCPassive
Slight overlap · 5 shared positions
$SE$MAR$IAU$ETN$DIA
$392M
1,298 positions
#24ELCO Management Co., LLCPassive
Slight overlap · 4 shared positions
$ET$EPD$MAR$GLW
$208M
170 positions
#25Blueprint Financial Advisors LLCActive
Slight overlap · 5 shared positions
$SE$MS$DHR$IAU$ET
$675M
100 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.