13F Pro

Hedge Funds Similar to HOEY INVESTMENTS,

13F Portfolio OverlapQ1 2026HOEY INVESTMENTS, portfolio →
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Most similar hedge funds by 13F overlap

HOEY INVESTMENTS, INC is an institutional investor managing $693M across 420 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 HOEY INVESTMENTS, are New Millennium Group, Kingsman Wealth ,, Gunderson, with shared positions in $PLTR, $GE, $GEV, $MS, $BAC, $BA. The full ranking of 25 similar funds is below.

#1New Millennium Group LLC
Some overlap · 5 shared positions
$PLTR$GE$GEV$MS$BAC
$231M
407 positions
#2Kingsman Wealth Management, Inc.Active
Some overlap · 6 shared positions
$PLTR$GE$GEV$MS$BA$MU
$178M
70 positions
#3Gunderson Capital Management Inc.Passive
Some overlap · 6 shared positions
$PLTR$GE$GEV$AGQ$ARM$MU
$239M
46 positions
#4Telligent Fund, LPActive
Some overlap · 5 shared positions
$PLTR$GE$GEV$NOW$MU
$94M
24 positions
#5CONNORS INVESTOR SERVICES INCActive
Some overlap · 4 shared positions
$PLTR$WFC$MS$LOW
$1.1B
149 positions
#6Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$PLTR$GEV$GE$AMGN
$261M
128 positions
#7CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$PLTR$GE$GEV$BAC$IBM$AMGN
$1.3B
118 positions
#8GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 6 shared positions
$PLTR$GEV$BAC$BA$KMI$MU
$236M
472 positions
#9Henson-Edgewater Management, LLCPassive
Some overlap · 7 shared positions
$PLTR$BAC$GE$UBER$GEV$BA
$157M
66 positions
#10Accuvest Global AdvisorsPassive
Some overlap · 5 shared positions
$PLTR$GE$GEV$UBER$NOW
$107M
57 positions
#11ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 7 shared positions
$GE$GEV$MS$PLTR$BAC$NOW
$4.7B
104 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 6 shared positions
$PLTR$WFC$GEV$BAC$IBM$EMR
$211M
79 positions
#13Aragon Global Management, LPActive
Some overlap · 3 shared positions
$PLTR$GEV$MS
$143M
18 positions
#14Gladius Capital Management LPActive
Some overlap · 5 shared positions
$PLTR$GE$WFC$IBM$MU
$2.2B
106 positions
#15PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 6 shared positions
$PLTR$MS$UBER$AMGN$ARM$LMT
$3.0B
77 positions
#16FOCUS Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$WFC$GE$GEV
$205M
59 positions
#17Massachusetts Wealth ManagementPassive
Some overlap · 8 shared positions
$GE$GEV$WFC$BAC$AMGN$CMI
$231M
98 positions
#18Wynn Capital, LLCPassive
Some overlap · 7 shared positions
$WFC$GE$BAC$GEV$IBM$AMGN
$195M
107 positions
#19Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$WFC$GE$GEV$BAC$IBM
$230M
108 positions
#20Genesis Financial Group, LLCPassive
Some overlap · 5 shared positions
$PLTR$GEV$UBER$AGQ$KMI
$158M
103 positions
#21KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$PLTR$GE$GEV
$718M
39 positions
#22FAGAN ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$PLTR$BAC$UBER$IBM$LOW$BA
$719M
135 positions
#23CERTUITY, LLCPassive
Some overlap · 6 shared positions
$WFC$GE$MS$BAC$BA$MU
$1.5B
659 positions
#24RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$PLTR$GE$GEV$UBER$SLV
$116M
116 positions
#25Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$WFC$GE$GEV$BAC$IBM$AMGN
$685M
380 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.