What hedge funds are most similar to Hurlow Wealth Management Group, Inc.?

The funds with the most similar 13F portfolios to Hurlow Wealth Management Group, Inc. are CYPRESS FINANCIAL PLANNING, SWAN, Sagace Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 Hurlow Wealth Group,

13F Portfolio OverlapQ1 2026Hurlow Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Hurlow Wealth Management Group, Inc. is an institutional investor managing $420M across 120 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 Hurlow Wealth Group, are CYPRESS FINANCIAL PLANNING, SWAN, Sagace Wealth, with shared positions in $SCHW, $USB, $COP, $HUM, $JCI, $DDOG. The full ranking of 25 similar funds is below.

#1CYPRESS FINANCIAL PLANNING LLCActive

Substantial overlap · 7 shared positions

$SCHW $USB $COP $HUM $JCI $DDOG

$363M

102 positions

#2SWAN Capital LLCPassive

Substantial overlap · 7 shared positions

$SNPS $SCHW $USB $HUM $MCD $KKR

$272M

554 positions

#3Sagace Wealth Management LLCPassive

Notable overlap · 8 shared positions

$USB $SNOW $COP $SNPS $IAU $JCI

$149M

70 positions

#4DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$SCHW $USB $COP $IAU

$464M

679 positions

#5Tide Cove Capital Partners LLCSmart money

Notable overlap · 5 shared positions

$SCHW $COP $USB $HUM $KKR

$147M

13 positions

#6BlueSky Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$SNPS $USB $COP $CINF $SCHW

$777M

115 positions

#7Firestone Capital ManagementPassive

Notable overlap · 8 shared positions

$COP $SCHW $HUM $DDOG $IAU $USB

$480M

160 positions

#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 9 shared positions

$USB $DDOG $HUM $COP $SCHW $SNOW

$350M

95 positions

#9Financial Futures Ltd Liability Co.Active

Notable overlap · 7 shared positions

$USB $SNOW $SCHW $DDOG $IAU $KKR

$228M

72 positions

#10Farrell Financial LLCPassive

Notable overlap · 6 shared positions

$USB $COP $HUM $IAU $DDOG $SCHW

$167M

76 positions

#11Cordant, Inc.Active

Notable overlap · 4 shared positions

$SCHW $USB $COP $SNOW

$246M

75 positions

#12Capital Advisors Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$USB $SNOW $HUM $DDOG $SCHW $IAU

$745M

219 positions

#13Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$SCHW $SNOW $COP

$1.8B

57 positions

#14Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $SCHW

$184M

157 positions

#15Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SCHW $SNOW $DDOG $MCD $KKR

$335M

104 positions

#16American Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$USB $COP $HUM $SNOW $GE $SCHW

$750M

159 positions

#17Graetz Wealth LLCPassive

Notable overlap · 6 shared positions

$USB $SNOW $HUM $SCHW $DDOG $IAU

$112M

80 positions

#18Note Advisors, LLCActive

Notable overlap · 8 shared positions

$SCHW $HUM $DDOG $IAU $SNPS $MCD

$200M

85 positions

#19Hilton Capital Management, LLCActive

Notable overlap · 6 shared positions

$USB $COP $SNOW $MCD $ADI $TJX

$1.3B

129 positions

#20MATHER GROUP, LLC.Active

Notable overlap · 8 shared positions

$SNOW $COP $USB $SNPS $DDOG $MCD

$10.0B

1,896 positions

#21WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$USB $COP $IAU $SCHW $HUM

$508M

107 positions

#22Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $COP $DDOG $SCHW $KKR

$167M

92 positions

#23VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$USB $DDOG $COP $SNPS

$108M

49 positions

#24Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$COP $USB $HUM $SNOW $DDOG $KKR

$109M

1,311 positions

#25Financial Alternatives, IncActive

Notable overlap · 4 shared positions

$SNPS $SCHW $IAU $HUM

$185M

79 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.