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Hedge Funds Similar to Hudock

13F Portfolio OverlapQ2 2026Hudock portfolio →
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Most similar hedge funds by 13F overlap

Hudock, Inc. is an institutional investor managing $781M across 217 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 Hudock are GLOBALT Investments / GA, Marathon Mission, Avantax Planning Partners, with shared positions in $STT, $GLW, $AMGN, $MTB, $VRT, $VZ. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$GLW$AMGN
$3.0B
213 positions
#2Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$STT$MTB$VRT
$200M
57 positions
#3Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$STT$AMGN$VZ
$4.0B
454 positions
#4Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$AMGN$VZ
$214M
72 positions
#5Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$VZ
$198M
58 positions
#6LightSquare Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$VZ$VRT
$145M
104 positions
#7ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$STT$BX$VRT
$621M
90 positions
#8Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$GLW$BX
$375M
88 positions
#910Elms LLPPassive
Some overlap · 3 shared positions
$STT$BX$AMGN
$236M
526 positions
#10Stonebridge Financial Group, LLC/CAPassive
Some overlap · 3 shared positions
$STT$GLW$BX
$722M
310 positions
#11Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$VZ$AMGN
$268M
679 positions
#12StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$BX$AMGN
$351M
267 positions
#13LAWOOD & COPassive
Some overlap · 5 shared positions
$GLW$MTB$NWBI$CZFS$VZ
$148M
95 positions
#14MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$GLW$VZ
$174M
78 positions
#15Diligent Investors, LLCPassive
Some overlap · 3 shared positions
$STT$GLW$BX
$449M
357 positions
#16Norris Financial Group, LLCPassive
Some overlap · 4 shared positions
$STT$VZ$SOFI$CRDO
$251M
82 positions
#17GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$GLW$AMGN
$1.2B
383 positions
#18Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$VZ
$1.5B
138 positions
#19TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$GLW$BX
$686M
151 positions
#20CITIZENS & NORTHERN CORPActive
Some overlap · 4 shared positions
$CZFS$GLW$BX$CZNC
$438M
117 positions
#21COURIER CAPITAL LLCPassive
Some overlap · 3 shared positions
$STT$GLW$MTB
$2.0B
399 positions
#22MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$STT$MTB$VZ
$3.8B
152 positions
#23Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$STT$GLW$AMGN
$262M
98 positions
#24Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$STT$BX$AMGN
$202M
58 positions
#25Redwood Financial Network CorpPassive
Some overlap · 3 shared positions
$STT$BX$VRT
$180M
192 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.