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Hedge Funds Similar to Hudock,

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

Hudock, Inc. is an institutional investor managing $680M across 200 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 Hudock, are Financial Futures Ltd Liability, Strategic Financial Services,, ATLas Financial Planning, with shared positions in $USB, $NKE, $DIA, $IBM, $DDOG, $MTB. The full ranking of 25 similar funds is below.

#1Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$USB$NKE$DIA$IBM$DDOG
$228M
72 positions
#2Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$USB$NKE$MTB$BRZE$DDOG
$2.1B
152 positions
#3ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$USB$NKE$WT$BRZE
$112M
69 positions
#4Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$USB$NKE$IBM
$170M
38 positions
#5Causey Wealth LLCPassive
Notable overlap · 6 shared positions
$USB$NKE$WT$IBM$AMGN$BRZE
$236M
81 positions
#6McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$NKE$USB$KO$DDOG
$755M
189 positions
#7BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$NKE$IBM
$777M
115 positions
#8Trademark Financial Management, LLCPassive
Notable overlap · 5 shared positions
$NKE$USB$SHW$WT$REGN
$204M
102 positions
#9VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$NKE$DDOG
$108M
49 positions
#10David R. Rahn & Associates Inc.Passive
Notable overlap · 4 shared positions
$USB$SHW$WT$AMGN
$354M
122 positions
#11Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$NKE$WT
$184M
157 positions
#12Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$NKE$DDOG
$125M
37 positions
#13Powers Advisory Group, LLCActive
Notable overlap · 6 shared positions
$USB$WT$KO$VZ$REGN$GLW
$284M
125 positions
#14Disciplined Equity Management, Inc.Active
Notable overlap · 3 shared positions
$NKE$USB$VZ
$199M
44 positions
#15Summit Asset Management, LLCActive
Notable overlap · 5 shared positions
$USB$WT$DIA$KO$IBM
$719M
172 positions
#16HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$USB$SHW$KO
$280M
107 positions
#17Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$SHW$BRZE
$201M
426 positions
#18Piedmont Capital Management, LLCActive
Notable overlap · 6 shared positions
$USB$KO$VZ$IBM$AMGN$NKE
$197M
50 positions
#19Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$USB$WT$MTB$BRZE$DDOG
$167M
76 positions
#20TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$USB$WT$AMGN$REGN$DDOG
$283M
137 positions
#21Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 3 shared positions
$USB$SHW$GLW
$192M
70 positions
#22Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$USB$WT$IBM$AMGN
$153M
344 positions
#23CMC Financial GroupActive
Some overlap · 4 shared positions
$USB$WT$IBM$REGN
$51M
38 positions
#24Index Fund Advisors, Inc.Smart money
Some overlap · 4 shared positions
$NKE$USB$BRZE$KO
$2.2B
127 positions
#25CULTIVAR CAPITAL, INC.Smart money
Some overlap · 5 shared positions
$USB$KO$IBM$VZ$DDOG
$156M
46 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.