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Hedge Funds Similar to Holt Advisors, L.L.C. dba Holt Partners,

13F Portfolio OverlapQ1 2026Holt Advisors, L.L.C. dba Holt Partners, portfolio →
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Most similar hedge funds by 13F overlap

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P is an institutional investor managing $742M across 153 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 Holt Advisors, L.L.C. dba Holt Partners, are Conservest Advisors,, Blake Schutter Theil Wealth Advisors,, Caldwell Investment Ltd., with shared positions in $MDY, $KKR, $MS, $WT, $BAC, $JCI. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$MDY$KKR$MS$WT
$1.1B
127 positions
#2Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$KKR$MS$BAC$JCI$WT$PM
$123M
111 positions
#3Caldwell Investment Management Ltd.Active
Some overlap · 3 shared positions
$KKR$BAC$MS
$255M
57 positions
#4Granite FO LLCActive
Some overlap · 3 shared positions
$MDY$KKR$PM
$169M
170 positions
#5Selby Wealth Management, LLCActive
Some overlap · 5 shared positions
$KKR$MS$WT$WFC$MDY
$254M
81 positions
#6OMNI 360 Wealth, Inc.Passive
Some overlap · 4 shared positions
$KKR$MS$XYZ$WT
$194M
125 positions
#7Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$MS$WT$WFC
$124M
101 positions
#8FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$KKR$MS$WT$BAC
$233M
350 positions
#9NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$KKR$BAC$WFC
$786M
99 positions
#10Tandem Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MDY$MS$PANW$BAC
$224M
47 positions
#11IFG Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$KKR$MS$PM$PANW
$611M
149 positions
#12Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$KKR$MS$WT$BAC
$90M
65 positions
#13SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$KKR$MDY$WT
$271M
123 positions
#14CORTLAND ASSOCIATES INC/MOActive
Some overlap · 4 shared positions
$KKR$TPL$PM$MDY
$697M
62 positions
#15Longaeva Partners L.P.Passive
Some overlap · 4 shared positions
$BAC$MS$KKR$JCI
$2.7B
204 positions
#16YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 3 shared positions
$KKR$MS$WT
$248M
125 positions
#17truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$KKR$MS$WT
$97M
49 positions
#18MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$KKR$MS$WT
$145M
84 positions
#19Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$KKR$BAC$MS
$638M
158 positions
#20Asset Allocation Strategies LLCPassive
Some overlap · 3 shared positions
$KKR$MS$WT
$563M
167 positions
#21Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$KKR$MS$SYK
$453M
103 positions
#22Crews Bank & TrustPassive
Some overlap · 3 shared positions
$KKR$MS$MDY
$690M
673 positions
#23HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$MDY$KKR$BAC$WT
$246M
118 positions
#24Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$MDY$XYZ$WT
$114M
84 positions
#25Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$KKR$MS$PM
$356M
180 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.