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Hedge Funds Similar to Resonant Advisors,

13F Portfolio OverlapQ1 2026Resonant Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Resonant Capital Advisors, LLC is an institutional investor managing $1.9B across 495 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 Resonant Advisors, are Hurlow Wealth Group,, Towneley , / DE, Firestone, with shared positions in $COP, $DDOG, $SNOW, $HUM, $IAU, $ADI. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Notable overlap · 7 shared positions
$COP$DDOG$SNOW$HUM$IAU$ADI
$420M
120 positions
#2Towneley Capital Management, Inc / DESmart money
Notable overlap · 5 shared positions
$COP$DDOG$SNOW$JHG$IAU
$478M
42 positions
#3Firestone Capital ManagementPassive
Notable overlap · 5 shared positions
$COP$DDOG$HUM$IAU$MDY
$480M
160 positions
#4Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$COP$DDOG$SNOW$HUM
$109M
1,311 positions
#5Asset Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$COP$SNOW$HUM$AMGN$MCD
$199M
116 positions
#6Hilton Capital Management, LLCActive
Notable overlap · 6 shared positions
$COP$SNOW$JHG$ADI$AMGN$MCD
$1.3B
129 positions
#7Mustard Seed Financial, LLCPassive
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$167M
92 positions
#8Asset Management Group, Inc.Passive
Notable overlap · 6 shared positions
$COP$SNOW$HUM$DDOG$MDY$ADI
$619M
138 positions
#9McCarthy Asset Management, Inc.
Notable overlap · 3 shared positions
$COP$SNOW$HUM
$192M
27 positions
#10Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$COP$HUM$IAU$DDOG
$167M
76 positions
#11TAGStone Capital, Inc.Passive
Notable overlap · 8 shared positions
$COP$DDOG$HUM$RELX$AMGN$PGR
$283M
137 positions
#12American Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$HUM$SNOW
$750M
159 positions
#13White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$COP$HUM$IAU$SNOW$DDOG
$721M
145 positions
#14Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$DKNG$HUM$JHG
$290M
485 positions
#15GENESIS PRIVATE WEALTH, LLCPassive
Notable overlap · 4 shared positions
$DDOG$SNOW$HUM$JHG
$318M
182 positions
#16CHRISTINE MESSMER PCActive
Notable overlap · 5 shared positions
$COP$SNOW$DDOG$HUM$AMGN
$156M
80 positions
#17BARINGS LLCActive
Notable overlap · 3 shared positions
$COP$SNOW$JHG
$6.2B
179 positions
#18GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$COP$DDOG$IAU$SNOW
$212M
87 positions
#19MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$COP$SNOW$DDOG$MCD
$10.0B
1,896 positions
#20William Mack & Associates, Inc.Active
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$175M
73 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$COP$DDOG$HUM$SNOW$MCD$ADI
$350M
95 positions
#22WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$COP$HUM$IAU$MCD
$284M
123 positions
#23Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 6 shared positions
$COP$DDOG$IAU$HUM$ADI$MCK
$578M
118 positions
#24North Forty Two & Co.Passive
Notable overlap · 4 shared positions
$COP$SNOW$IAU$AMGN
$108M
97 positions
#25PLANNING DIRECTIONS INCActive
Notable overlap · 5 shared positions
$COP$SNOW$HUM$DDOG$MCD
$198M
106 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.