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 HOWARD FINANCIAL SERVICES, LTD.

13F Portfolio OverlapQ1 2026HOWARD FINANCIAL SERVICES, LTD. portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HOWARD FINANCIAL SERVICES, LTD. is an institutional investor managing $1.0B across 269 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 HOWARD FINANCIAL SERVICES, LTD. are Reality Financial Planning Services,, FIDELIS iM,, Yoder Wealth ,, with shared positions in $WT, $HUM, $SCHW, $PLTR, $APP, $ET. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $HUM $SCHW

$104M

20 positions

#2FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $HUM $SCHW

$264M

25 positions

#3Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $HUM $PLTR

$219M

124 positions

#4Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $PLTR

$142M

76 positions

#5Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $APP

$188M

174 positions

#6OPTIMA CAPITAL LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $ET $PLTR

$215M

159 positions

#7Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $HUM $SCHW $EPD $PLTR

$365M

111 positions

#8Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$WT $APP $HUM

$222M

56 positions

#9Melone Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $APP $CMG

$245M

60 positions

#10Vigilare Wealth ManagementActive

Notable overlap · 4 shared positions

$WT $HUM $PLTR $SCHW

$296M

109 positions

#11truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $HUM $PLTR

$97M

49 positions

#12American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $APP $SCHW

$750M

159 positions

#13Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $SCHW

$3.2B

481 positions

#14Morton Capital Management LLC/CASmart money

Notable overlap · 4 shared positions

$WT $HUM $ET $EPD

$672M

139 positions

#15TopTier Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $EPD $HUM $ET

$163M

795 positions

#16Garrett Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $ET

$562M

134 positions

#17SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$WT $EPD $ET $SCHW

$125M

39 positions

#18Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$HUM $WT $SCHW

$436M

125 positions

#19RESOLUTE CAPITAL, LLCActive

Notable overlap · 5 shared positions

$WT $ET $MPLX $DMLP $HUM

$247M

57 positions

#20E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $WT $EPD

$449M

236 positions

#21Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $SCHW

$90M

65 positions

#22MOR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $TPL

$218M

103 positions

#23ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $WT $PLTR $SCHW

$753M

159 positions

#24Wealth Care LLCActive

Notable overlap · 3 shared positions

$HUM $WT $PLTR

$113M

67 positions

#25Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $SCHW

$106M

103 positions

Compare HOWARD FINANCIAL SERVICES, LTD.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HOWARD FINANCIAL SERVICES, LTD.’s holdings

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.