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 Hobart Private ,

13F Portfolio OverlapQ1 2026Hobart Private , portfolio →

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Most similar hedge funds by 13F overlap

Hobart Private Capital, LLC is an institutional investor managing $583M across 137 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 Hobart Private , are VISTA INVESTMENT, White Lighthouse Investment, Marion Wealth, with shared positions in $COP, $MAR, $WT, $GMM, $DIS, $USB. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT MANAGEMENTPassive

Notable overlap · 5 shared positions

$COP $MAR $WT $GMM $DIS

$301M

176 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$COP $MAR $USB $SNOW $HUM $NOW

$721M

145 positions

#3Marion Wealth ManagementPassive

Notable overlap · 6 shared positions

$COP $VLTO $WT $MAR $USB $DGX

$451M

146 positions

#4Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$COP $MAR $SNOW

$1.8B

57 positions

#5MATHER GROUP, LLC.Active

Notable overlap · 7 shared positions

$COP $VLTO $USB $SNOW $NOW $WT

$10.0B

1,896 positions

#6AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$COP $MAR $DDOG $DIS

$445M

77 positions

#7Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 6 shared positions

$MAR $WT $COP $USB $GSAT $HUM

$153M

344 positions

#8Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $MAR $USB $HUM

$320M

972 positions

#9TAGStone Capital, Inc.Passive

Notable overlap · 7 shared positions

$COP $WT $GMM $MAR $USB $HUM

$283M

137 positions

#10Rialto Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$COP $VLTO $USB $SNOW $DDOG $SHOP

$445M

1,730 positions

#11Farrell Financial LLCPassive

Notable overlap · 8 shared positions

$COP $WT $NOW $USB $MAR $HUM

$167M

76 positions

#12Schwallier Wealth Management LLCActive

Notable overlap · 5 shared positions

$GMM $WT $VLTO $HUM $DDOG

$137M

58 positions

#13Bulwark Capital CorpActive

Notable overlap · 6 shared positions

$MAR $VLTO $WT $COP $HUM $SNOW

$162M

100 positions

#14APS Management Group, Inc.Passive

Notable overlap · 5 shared positions

$MAR $GSAT $COP $GMM $NOW

$117M

72 positions

#15Hershey Financial Advisers, LLCPassive

Notable overlap · 7 shared positions

$FITB $WT $MAR $COP $SNOW $DDOG

$116M

80 positions

#16MA Private WealthActive

Notable overlap · 6 shared positions

$GMM $VLTO $NOW $SNOW $AMD $HUM

$591M

86 positions

#17PROFFITT & GOODSON INCActive

Notable overlap · 5 shared positions

$COP $VLTO $GMM $DDOG $DIS

$649M

283 positions

#18Curtis Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MAR $COP $GSAT

$464M

118 positions

#19Level Financial AdvisorsActive

Notable overlap · 6 shared positions

$COP $VLTO $SNOW $NOW $LRCX $HUM

$392M

92 positions

#20North Forty Two & Co.Passive

Notable overlap · 5 shared positions

$COP $WT $MAR $USB $SNOW

$108M

97 positions

#21Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$COP $GMM $MAR $HUM $DDOG

$453M

103 positions

#22WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$COP $WT $USB $GMM $HUM

$508M

107 positions

#23Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Notable overlap · 5 shared positions

$COP $WT $NOW $USB $LRCX

$5.8B

996 positions

#24Grey Fox Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$COP $GMM $SNOW $DDOG $MAR $HUM

$518M

140 positions

#25Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$MAR $COP $SNOW $HUM

$254M

108 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.