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Hedge Funds Similar to Hilton ,

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

Hilton Capital Management, LLC is an institutional investor managing $1.3B across 129 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 Hilton , are Longview Financial Advisors, Foundation Wealth , \PA, Quaker Wealth ,, with shared positions in $USB, $COP, $SNOW, $WFC, $AZN, $JHG. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive
Substantial overlap · 4 shared positions
$USB$COP$SNOW$WFC
$184M
157 positions
#2Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$COP$AZN$SNOW
$284M
91 positions
#3Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$COP$USB$JHG$HON
$320M
972 positions
#4DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$COP$RSG$CLH
$464M
679 positions
#5Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$USB$COP$TJX
$2.1B
152 positions
#6CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COP$MCD
$363M
102 positions
#7PRUDENTIAL PLCActive
Notable overlap · 4 shared positions
$USB$COP$AZN$WMB
$17.1B
680 positions
#8TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$USB$COP$TJX$AMGN$BAC
$283M
137 positions
#9Hurlow Wealth Management Group, Inc.Active
Notable overlap · 6 shared positions
$USB$COP$SNOW$MCD$ADI$TJX
$420M
120 positions
#10Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$SNOW$COP
$149M
70 positions
#11Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$USB$COP$MCD$SNOW
$284M
125 positions
#12Fortress Financial Solutions, LLCActive
Notable overlap · 3 shared positions
$USB$COP$ALPS
$96M
56 positions
#13BARINGS LLCActive
Notable overlap · 4 shared positions
$COP$SNOW$JHG$AZN
$6.2B
179 positions
#14HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 6 shared positions
$USB$JHG$MCD$TJX$HON$EMR
$280M
107 positions
#15Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$TJX
$552M
93 positions
#16Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$COP$TJX$DGX$ADI
$451M
146 positions
#17Cordant, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$SNOW
$246M
75 positions
#18American Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SNOW
$750M
159 positions
#19Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$COP$SNOW$JHG
$478M
42 positions
#20Essex LLCActive
Notable overlap · 5 shared positions
$USB$COP$GD$EMR$HON
$566M
175 positions
#21North Forty Two & Co.Passive
Notable overlap · 6 shared positions
$COP$SNOW$USB$BAC$WFC$AMGN
$108M
97 positions
#22Rosenberg Matthew HamiltonActive
Notable overlap · 3 shared positions
$USB$SNOW$COP
$488M
799 positions
#23Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 4 shared positions
$USB$JHG$AZN$TJX
$192M
70 positions
#24FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Notable overlap · 4 shared positions
$COP$SNOW$HON$MCD
$464M
142 positions
#25Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$COP$SNOW$MCD$HON
$566M
28 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.