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Hedge Funds Similar to HILLTOP WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026HILLTOP WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

HILLTOP WEALTH ADVISORS, LLC is an institutional investor managing $167M across 53 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 HILLTOP WEALTH ADVISORS, are Balanced Rock Investment Advisors, Stanich Group, Xena Financial Planning,, with shared positions in $NOW, $NTRB, $MUFG, $GMM, $ET, $IBM. The full ranking of 25 similar funds is below.

#1Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$NOW$NTRB$MUFG
$143M
96 positions
#2Stanich Group LLCSmart money
Some overlap · 3 shared positions
$NOW$MUFG$GMM
$131M
47 positions
#3Xena Financial Planning, LLCActive
Some overlap · 3 shared positions
$NOW$GMM$MUFG
$89M
33 positions
#4TRUE BLUE FINANCIAL, LLCActive
Some overlap · 3 shared positions
$NOW$MUFG$GMM
$127M
52 positions
#5SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$NOW$ET$IBM$DUK
$119M
61 positions
#6Wealth Advisory Team LLC
Some overlap · 3 shared positions
$NOW$MUFG$DUK
$113M
39 positions
#7AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$NTRB$GMM$MDLZ$NOW
$206M
97 positions
#8Bond & Devick Financial Network, Inc.Passive
Some overlap · 4 shared positions
$NOW$GMM$MUFG$IBM
$358M
188 positions
#9FULCRUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$IBM$MUFG$ET
$121M
72 positions
#10Kensington Asset Management, LLCSmart money
Some overlap · 3 shared positions
$NTRB$GMM$OKE
$1.9B
41 positions
#11Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$NOW$MUFG$IBM
$133M
70 positions
#12Cassaday & Co Wealth Management LLCActive
Some overlap · 3 shared positions
$NTRB$GMM$IBM
$4.7B
1,361 positions
#13Veridan Wealth LLCActive
Some overlap · 4 shared positions
$NOW$NTRB$MDLZ$MUFG
$270M
80 positions
#14Blue Edge Capital, LLCActive
Some overlap · 3 shared positions
$NTRB$NOW$MUFG
$753M
134 positions
#15Baron Financial Group, LLCActive
Some overlap · 3 shared positions
$NOW$MUFG$IBM
$185M
53 positions
#16Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$NTRB$NOW$IBM
$151M
97 positions
#17Mascoma Wealth Management LLCActive
Some overlap · 3 shared positions
$NOW$GMM$MUFG
$484M
515 positions
#18SILVERLAKE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IBM$NTRB$ET$OKE
$479M
377 positions
#19Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$NTRB$MUFG$WELL
$109M
1,311 positions
#20WRAPMANAGER INCPassive
Some overlap · 3 shared positions
$NOW$GMM$MDLZ
$288M
135 positions
#21Clarity Financial LLCActive
Some overlap · 3 shared positions
$NTRB$NOW$DUK
$919M
118 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$IBM$NOW$DUK
$353M
78 positions
#23Oak Grove Capital LLCSmart money
Some overlap · 4 shared positions
$IBM$ET$NOW$DUK
$1.2B
92 positions
#24Decker Retirement Planning Inc.Passive
Some overlap · 4 shared positions
$NOW$MUFG$IBM$ET
$221M
284 positions
#25Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$IBM$NOW$DUK
$780M
82 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.