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Hedge Funds Similar to Hardy Reed

13F Portfolio OverlapQ1 2026Hardy Reed portfolio →
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Most similar hedge funds by 13F overlap

Hardy Reed LLC is an institutional investor managing $1.4B across 243 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 Hardy Reed are Kastel Advisors,, Tide Cove Partners, Schubert &, with shared positions in $DHR, $BRZE, $COP, $KKR, $SCHW, $GEV. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$DHR$BRZE$COP$KKR
$163M
55 positions
#2Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$DHR$COP$KKR$SCHW
$147M
13 positions
#3Schubert & CoActive
Notable overlap · 6 shared positions
$DHR$KKR$COP$GEV$AXP$NEE
$123M
69 positions
#4MontVue Capital Management, Inc.Active
Notable overlap · 3 shared positions
$DHR$BRZE$SCHW
$147M
67 positions
#5CAHABA WEALTH MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$DHR$BRZE$KKR
$1.5B
154 positions
#6SIMS INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DHR$COP$SNOW
$272M
35 positions
#7Waldron Private Wealth LLCActive
Notable overlap · 4 shared positions
$DHR$KKR$SNOW$CTVA
$2.6B
342 positions
#8Compass Ion Advisors, LLCActive
Notable overlap · 5 shared positions
$DHR$COP$SCHW$KKR$NEE
$1.0B
279 positions
#9Solutions 4 Wealth, LtdPassive
Notable overlap · 3 shared positions
$DHR$COP$TT
$66M
55 positions
#10Magnolia Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DHR$SCHW$NEE$COP
$172M
212 positions
#11Global X Japan Co., Ltd.Active
Notable overlap · 3 shared positions
$DHR$AMAT$AXP
$1.9B
378 positions
#12Spectrum Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$DHR$KKR$NEE
$201M
46 positions
#13YOUNGS ADVISORY GROUP, INC.Active
Notable overlap · 3 shared positions
$DHR$PNC$BRZE
$281M
66 positions
#14FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$DHR$BRZE$COP$KKR
$133M
121 positions
#15Mill Creek Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$BRZE$KKR
$4.9B
260 positions
#16Finley Financial, LLCActive
Notable overlap · 3 shared positions
$DHR$SNOW$CTVA
$214M
107 positions
#17guardian investment managementActive
Notable overlap · 5 shared positions
$DHR$KKR$GEV$AMAT$AXP
$127M
60 positions
#18Forum Private Client Group LLCActive
Notable overlap · 5 shared positions
$DHR$COP$KKR$SNOW$TT
$300M
80 positions
#19WealthCollab, LLCPassive
Notable overlap · 5 shared positions
$DHR$BRZE$SCHW$SNOW$COP
$243M
977 positions
#20Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DHR$KKR$SCHW
$90M
65 positions
#21White Lighthouse Investment Management Inc.Active
Notable overlap · 6 shared positions
$DHR$BRZE$COP$KKR$SCHW$SNOW
$721M
145 positions
#22Fund Evaluation Group, LLCSmart money
Notable overlap · 3 shared positions
$DHR$SNOW$SCHW
$3.3B
73 positions
#23Bricktown Capital, LLCSmart money
Notable overlap · 3 shared positions
$DHR$BRZE$CTVA
$508M
32 positions
#24SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$DHR$SCHW$SNOW$CTVA$NEE
$125M
39 positions
#25Pacific Park Financial, Inc.Active
Notable overlap · 4 shared positions
$DHR$BRZE$COP$SNOW
$153M
73 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.