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Hedge Funds Similar to Houlihan Financial Resource Group, Ltd.

13F Portfolio OverlapQ1 2026Houlihan Financial Resource Group, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Houlihan Financial Resource Group, Ltd. is an institutional investor managing $257M across 109 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 Houlihan Financial Resource Group, Ltd. are Gratus Wealth Advisors,, XML Financial,, Tandem Wealth Advisors, with shared positions in $MS, $SSL, $HLT, $MAR, $BAC, $IBM. The full ranking of 25 similar funds is below.

#1Gratus Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$MS$SSL$HLT$MAR$BAC$IBM
$691M
138 positions
#2XML Financial, LLCPassive
Notable overlap · 9 shared positions
$MS$MAR$KMI$SNOW$AMGN$BAC
$1.2B
421 positions
#3Tandem Wealth Advisors LLCActive
Notable overlap · 6 shared positions
$MS$MAR$MDY$COP$HSY$BAC
$224M
47 positions
#4SONATA CAPITAL GROUP INCPassive
Notable overlap · 10 shared positions
$SSL$MDY$HLT$SNOW$COP$USB
$271M
123 positions
#5Praetorian Wealth Management, Inc.Active
Notable overlap · 7 shared positions
$SSL$HLT$MAR$SCHW$HSY$USB
$526M
77 positions
#6Sound View Wealth Advisors Group, LLCPassive
Notable overlap · 6 shared positions
$SSL$HLT$MAR$MS$AMGN$IBM
$1.5B
422 positions
#7Conservest Capital Advisors, Inc.Active
Notable overlap · 7 shared positions
$MS$MDY$SCHW$COP$EPAM$MAR
$1.1B
127 positions
#8Madden Advisory Services, Inc.Passive
Notable overlap · 8 shared positions
$SSL$MAR$HLT$COP$SCHW$SNOW
$254M
108 positions
#9LifePlan Financial, LLCPassive
Notable overlap · 7 shared positions
$SSL$HLT$CRM$SNOW$COP$USB
$135M
83 positions
#10InvesTrustPassive
Notable overlap · 6 shared positions
$SSL$HLT$SNOW$USB$IBM$CTVA
$238M
91 positions
#11Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$MS$SCHW$SNOW$HSY$USB
$313M
119 positions
#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$SSL$HLT$KMI$AMGN$HSY
$187M
55 positions
#13FC Advisory LLCActive
Some overlap · 5 shared positions
$MS$SCHW$SNOW$USB$COP
$342M
115 positions
#14NOVEM GROUPPassive
Some overlap · 6 shared positions
$HLT$SSL$SNOW$COP$AMGN$USB
$873M
437 positions
#15Stonebridge Financial Planning Group, LLCPassive
Some overlap · 6 shared positions
$MS$MAR$SNOW$HSY$USB$COP
$272M
171 positions
#16Innovative Wealth Building LLCActive
Some overlap · 4 shared positions
$MS$MAR$SNOW$BAC
$142M
70 positions
#17Paradigm, Strategies in Wealth Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$MDY
$147M
55 positions
#18Capital Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MS$SSL$SCHW
$6.2B
693 positions
#19Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$SCHW$SNOW$CRM$KMI
$195M
174 positions
#20Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$MS$HLT$BAC
$432M
81 positions
#21Morangie Management LLCActive
Some overlap · 5 shared positions
$MS$SNOW$CRM$BAC$MAR
$109M
34 positions
#22FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 6 shared positions
$MS$SNOW$MAR$COP$MDY$USB
$1.5B
341 positions
#23EIGHT 31 FINANCIAL, LLCActive
Some overlap · 5 shared positions
$SSL$HLT$COP$CTVA$SNOW
$166M
72 positions
#24APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$MAR$COP
$117M
72 positions
#25CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 5 shared positions
$MS$SCHW$COP$USB$IBM
$363M
102 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.