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Hedge Funds Similar to HENGEHOLD

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

HENGEHOLD CAPITAL MANAGEMENT LLC is an institutional investor managing $1.3B across 229 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 HENGEHOLD are Gratus Wealth Advisors,, Praetorian Wealth ,, Sherman Wealth, with shared positions in $NTRB, $SSL, $HUM, $USB, $MCD, $WT. The full ranking of 25 similar funds is below.

#1Gratus Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NTRB$SSL$HUM
$691M
138 positions
#2Praetorian Wealth Management, Inc.Active
Some overlap · 5 shared positions
$NTRB$SSL$HUM$USB$MCD
$526M
77 positions
#3Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$NTRB$WT$HUM
$116M
80 positions
#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$NTRB$WT$USB
$206M
97 positions
#5Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$NTRB$HUM$VZ$MCD$PFE
$450M
187 positions
#6Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$NTRB$HUM$USB$LMT
$109M
1,311 positions
#7Baring Financial LLCPassive
Some overlap · 3 shared positions
$NTRB$HUM$LMT
$163M
72 positions
#8Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$NTRB$HUM$MCD$USB
$302M
51 positions
#9CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$NTRB$HUM$WT$MCD
$105M
80 positions
#10LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$NTRB$PHYS$HUM$SO$LMT$MCD
$2.4B
603 positions
#11Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$NTRB$HUM$MCD
$160M
106 positions
#12Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$SSL$WT$USB
$719M
172 positions
#13ASSETMARK, INCPassive
Some overlap · 4 shared positions
$NTRB$WT$VZ$USB
$49.0B
3,443 positions
#14LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$SSL$HUM$PHYS$MCD
$133M
61 positions
#15Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$NTRB$HUM$LMT$MCD
$151M
97 positions
#16FC Advisory LLCActive
Some overlap · 3 shared positions
$NTRB$HUM$USB
$342M
115 positions
#17RVW Wealth, LLCActive
Some overlap · 3 shared positions
$SSL$WT$HUM
$1.3B
176 positions
#18Howard Capital Management Inc.Active
Some overlap · 3 shared positions
$NTRB$HUM$WT
$6.1B
332 positions
#19LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$SSL$NTRB$VZ$MCD$USB$MDT
$135M
83 positions
#20CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 3 shared positions
$NTRB$HUM$LMT
$239M
97 positions
#21Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$NTRB$HUM$TFC$VZ
$191M
88 positions
#22Avant Capital LLCPassive
Some overlap · 3 shared positions
$NTRB$WT$HUM
$142M
76 positions
#23Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$SSL$WT$PHYS
$247M
86 positions
#24Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$NTRB$VZ$USB
$201M
144 positions
#25Leelyn Smith, LLCPassive
Some overlap · 3 shared positions
$NTRB$LMT$MCD
$713M
154 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.