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 Carlton Hofferkamp & Jenks Wealth ,

13F Portfolio OverlapQ1 2026Carlton Hofferkamp & Jenks Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Carlton Hofferkamp & Jenks Wealth Management, LLC is an institutional investor managing $299M across 142 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 Carlton Hofferkamp & Jenks Wealth , are Tandem Investment Partners, Avantax Planning Partners,, Principal Street Partners,, with shared positions in $MDY, $BRZE, $HUM, $TJX, $AMGN, $VZ. The full ranking of 25 similar funds is below.

#1Tandem Investment Partners LLCPassive

Some overlap · 7 shared positions

$MDY $BRZE $HUM $TJX $AMGN $VZ

$118M

73 positions

#2Avantax Planning Partners, Inc.Active

Some overlap · 7 shared positions

$BRZE $SNOW $HUM $KO $VZ $AMGN

$3.6B

435 positions

#3Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$BRZE $KO $HUM $VZ $LMT $AMGN

$613M

247 positions

#4FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$TJX $KO $HUM $BAC $VZ $UNP

$1.2B

150 positions

#5Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$TJX $SNOW $KO $LMT $AMGN

$353M

78 positions

#6Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$TJX $SNOW $KO $LMT $AMGN

$272M

95 positions

#7HANOVER ADVISORS INCActive

Some overlap · 5 shared positions

$MDY $SNOW $HUM $KO $BAC

$246M

118 positions

#8San Luis Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$BRZE $SNOW $HUM $VZ $DHR

$604M

175 positions

#9Sage Investment Advisers LLCPassive

Some overlap · 6 shared positions

$BRZE $HUM $SNOW $LMT $FDX $UNP

$135M

89 positions

#10Raab & Moskowitz Asset Management LLCPassive

Some overlap · 6 shared positions

$TJX $HUM $BRZE $BAC $VZ $KO

$450M

187 positions

#11Murphy, Middleton, Hinkle & Parker, Inc.Passive

Some overlap · 5 shared positions

$MDY $KO $SNOW $BAC $AMGN

$216M

133 positions

#12Berkshire BankPassive

Some overlap · 7 shared positions

$TJX $SNOW $BAC $VZ $HUM $UNP

$488M

157 positions

#13Asset Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$SNOW $BRZE $HUM $LMT $TJX $AMGN

$199M

116 positions

#14Madison Park Capital Advisors, LLCActive

Some overlap · 4 shared positions

$MDY $BRZE $HUM $DHR

$127M

62 positions

#15OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$BRZE $KO $BAC $VZ $LMT $AMGN

$193M

108 positions

#16Calder Financial LLCActive

Some overlap · 4 shared positions

$BRZE $SNOW $HUM $VZ

$101M

40 positions

#17Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TJX $KO $HUM $LMT $UNP

$446M

104 positions

#18Clarity Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$BRZE $SNOW $HUM $AMGN

$486M

108 positions

#19Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$BRZE $SNOW $HUM $FDX

$111M

63 positions

#20Blossom Wealth ManagementPassive

Some overlap · 6 shared positions

$SNOW $HUM $TJX $KO $BAC $AMGN

$67M

74 positions

#21TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Some overlap · 5 shared positions

$MDY $SNOW $BAC $KO $AMGN

$1.6B

271 positions

#22Good Harbor Advisors, Inc.Passive

Some overlap · 6 shared positions

$BRZE $HUM $VZ $UNP $MDY $DHR

$92M

82 positions

#23CHRISTINE MESSMER PCActive

Some overlap · 6 shared positions

$SNOW $BRZE $VZ $LMT $AMGN $HUM

$156M

80 positions

#24MONTAG A & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$MDY $KO $HUM $TJX

$2.2B

940 positions

#25McLaughlin Asset Management, Inc.Passive

Some overlap · 3 shared positions

$MDY $TJX $KO

$105M

91 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.