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Hedge Funds Similar to HOHIMER WEALTH ,

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

HOHIMER WEALTH MANAGEMENT, LLC is an institutional investor managing $847M across 383 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 HOHIMER WEALTH , are Pekin Hardy Strauss,, Pinnacle Wealth Group,, Smart Portfolios,, with shared positions in $USB, $AEM, $PSLV, $AGI, $CF, $PPTA. The full ranking of 25 similar funds is below.

#1Pekin Hardy Strauss, Inc.Passive
Some overlap · 6 shared positions
$USB$AEM$PSLV$AGI$CF$PPTA
$957M
478 positions
#2Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 6 shared positions
$USB$AEM$AGI$PPTA$TMUS$BA
$204M
120 positions
#3Smart Portfolios, LLCPassive
Some overlap · 5 shared positions
$SNOW$USB$BA$MCD$TMUS
$100M
99 positions
#4SPROTT INC.Active
Some overlap · 5 shared positions
$AEM$PSLV$AGI$CF$PPTA
$3.4B
243 positions
#5Grand Central Investment GroupActive
Some overlap · 4 shared positions
$USB$AEM$PSLV$AGI
$135M
44 positions
#6ABBINGTON INVESTMENT GROUPActive
Some overlap · 5 shared positions
$USB$AG$PSLV$AEM$SBSW
$172M
51 positions
#7Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$OKTA$AEM$BA$PSLV
$493M
142 positions
#8CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 4 shared positions
$USB$OKTA$MCD$SNOW
$1.1B
189 positions
#9Oakmont Advisory Group, LLCPassive
Some overlap · 4 shared positions
$USB$SNOW$OKTA$CF
$98M
119 positions
#10Accordant Advisory Group IncPassive
Some overlap · 5 shared positions
$AEM$PSLV$AGI$PPTA$USB
$161M
238 positions
#11Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$AEM$AGI$MCD
$313M
106 positions
#12Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$USB$OKTA$MCD$SNOW
$284M
125 positions
#13Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$USB$CF$MCD$DELL
$208M
262 positions
#14Nokomis Capital, L.L.C.Passive
Some overlap · 5 shared positions
$USB$PSLV$AGI$SBSW$PPTA
$349M
55 positions
#15Old West Investment Management, LLCPassive
Some overlap · 4 shared positions
$AEM$BA$AGI$CF
$923M
123 positions
#16TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$USB$PSLV$AEM
$106M
70 positions
#17Rossby Financial, LCCPassive
Some overlap · 4 shared positions
$SNOW$USB$PSLV$AEM
$489M
2,271 positions
#18Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$USB$OKTA$SNOW
$290M
607 positions
#19Oxbow Advisors, LLCActive
Some overlap · 4 shared positions
$AEM$BA$AGI$MCD
$1.2B
245 positions
#20Themes Management Co LLCPassive
Some overlap · 4 shared positions
$AEM$AG$BA$AGI
$162M
151 positions
#21Severin Investments, LLCPassive
Some overlap · 4 shared positions
$USB$DELL$MCD$TMUS
$116M
171 positions
#22FAGAN ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$USB$SNOW$BA
$719M
135 positions
#23MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$USB$SNOW$BA
$508M
88 positions
#24Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$SNOW$CF
$163M
67 positions
#25O'ROURKE & COMPANY, IncPassive
Some overlap · 3 shared positions
$USB$SNOW$OKTA
$253M
171 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.