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 HT Partners

13F Portfolio OverlapQ1 2026HT Partners portfolio →

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Most similar hedge funds by 13F overlap

HT Partners LLC is an institutional investor managing $361M across 53 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 HT Partners are Windward Private Wealth, MATHER GROUP,, PLANNING DIRECTIONS, with shared positions in $DOV, $SNOW, $COP, $VLTO, $DDOG, $EMR. The full ranking of 25 similar funds is below.

#1Windward Private Wealth Management Inc.Smart money

Slight overlap · 6 shared positions

$DOV $SNOW $COP $VLTO $DDOG $EMR

$289M

44 positions

#2MATHER GROUP, LLC.Active

Slight overlap · 5 shared positions

$DOV $SNOW $COP $VLTO $DDOG

$10.0B

1,896 positions

#3PLANNING DIRECTIONS INCActive

Slight overlap · 5 shared positions

$DOV $SNOW $COP $DDOG $BRZE

$198M

106 positions

#4Pacific Park Financial, Inc.Active

Slight overlap · 5 shared positions

$DOV $SNOW $COP $DDOG $BRZE

$153M

73 positions

#5Asset Management Group, Inc.Passive

Slight overlap · 5 shared positions

$DOV $SNOW $COP $DDOG $AGQ

$619M

138 positions

#6FC Advisory LLCActive

Slight overlap · 6 shared positions

$SNOW $DOV $VLTO $COP $DDOG $BRZE

$342M

115 positions

#7Long Island Wealth Management, Inc.Active

Slight overlap · 6 shared positions

$DOV $COP $SNOW $DDOG $AGQ $AMGN

$216M

89 positions

#8Mustard Seed Financial, LLCPassive

Slight overlap · 5 shared positions

$DOV $SNOW $COP $DDOG $BRZE

$167M

92 positions

#9Zhang Financial LLCActive

Slight overlap · 5 shared positions

$DOV $SNOW $COP $BRZE $AMGN

$2.9B

367 positions

#10TrustWell Financial Advisors, LLCActive

Slight overlap · 5 shared positions

$DOV $SNOW $COP $BRZE $PSLV

$106M

70 positions

#11C M BIDWELL & ASSOCIATES LTDPassive

Slight overlap · 4 shared positions

$DOV $SNOW $COP $DDOG

$214M

483 positions

#12Cornerstone Financial Management LLCPassive

Slight overlap · 5 shared positions

$SNOW $DOV $COP $VLTO $DDOG

$109M

1,311 positions

#13FIFTH THIRD SECURITIES, INC.Passive

Slight overlap · 5 shared positions

$DOV $SNOW $COP $AGQ $BRZE

$1.5B

341 positions

#14Five Pine Wealth ManagementActive

Slight overlap · 4 shared positions

$DOV $SNOW $COP $BRZE

$161M

47 positions

#15XY Planning Network, Inc.Passive

Slight overlap · 4 shared positions

$DOV $SNOW $COP $BRZE

$626M

273 positions

#16Coordinated Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$DOV $SNOW $COP $BRZE

$174M

176 positions

#17HTG Investment Advisors, Inc.Active

Slight overlap · 4 shared positions

$DOV $SNOW $COP $BRZE

$352M

85 positions

#18Unify Financial AdvisorsPassive

Slight overlap · 4 shared positions

$DOV $SNOW $VLTO $BRZE

$96M

89 positions

#19WBH ADVISORY INCPassive

Slight overlap · 4 shared positions

$DOV $SNOW $COP $BRZE

$1.3B

350 positions

#20Prosperity Planning, Inc.Active

Slight overlap · 6 shared positions

$SNOW $COP $VLTO $DOV $DDOG $BRZE

$395M

110 positions

#21Gutierrez Wealth Advisory, LLCActive

Slight overlap · 5 shared positions

$DOV $SNOW $DDOG $BRZE $AMGN

$161M

70 positions

#22HOGE FINANCIAL SERVICES, LLCActive

Slight overlap · 4 shared positions

$DOV $SNOW $COP $BRZE

$187M

72 positions

#23Manuka Financial, LLCActive

Slight overlap · 4 shared positions

$DOV $SNOW $DDOG $BRZE

$162M

56 positions

#24Breakwater Investment ManagementPassive

Slight overlap · 4 shared positions

$DOV $SNOW $DDOG $BRZE

$269M

506 positions

#25Sellwood Investment Partners LLCSmart money

Slight overlap · 4 shared positions

$DOV $SNOW $DDOG $BRZE

$254M

59 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.