How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Hoese & LLP

13F Portfolio OverlapQ1 2026Hoese & LLP portfolio →

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Most similar hedge funds by 13F overlap

Hoese & Co LLP is an institutional investor managing $154M across 183 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 Hoese & LLP are Provenance Wealth Advisors,, Madson Wealth Advisors, CYPRESS FINANCIAL PLANNING, with shared positions in $MS, $HUM, $TJX, $PFE, $EMR, $USB. The full ranking of 25 similar funds is below.

#1Provenance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $TJX $PFE

$945M

412 positions

#2Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$MS $HUM $EMR

$120M

84 positions

#3CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$MS $HUM $USB $UNH

$363M

102 positions

#4Capital Planning LLCActive

Notable overlap · 3 shared positions

$MS $HUM $ABT

$307M

82 positions

#5Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $BAC $MMM

$432M

81 positions

#6ProVise Management Group, LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $C $MDT

$1.4B

261 positions

#7Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $ABT

$251M

83 positions

#8Wealthfront Advisers LLCActive

Notable overlap · 3 shared positions

$HUM $MS $USB

$45.6B

1,076 positions

#9Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $MS $USB $TJX $BAC

$98M

68 positions

#10LongView Asset Management LLC

Notable overlap · 3 shared positions

$MS $HUM $ABT

$143M

51 positions

#11Ledyard National BankPassive

Notable overlap · 5 shared positions

$MS $HUM $TJX $MDT $PFE

$1.2B

236 positions

#12Rooted Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$MS $HUM $USB $UNH

$379M

144 positions

#13Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$HUM $MS $USB $MDY

$690M

673 positions

#14Meridian Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $USB $MDY

$183M

141 positions

#15LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $HUM $USB

$175M

112 positions

#16Centerpoint Advisory GroupPassive

Notable overlap · 3 shared positions

$HUM $MS $BAC

$133M

108 positions

#17Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $MS $USB $TJX $SYY

$356M

180 positions

#18SWEENEY & MICHEL, LLCActive

Some overlap · 3 shared positions

$MS $HUM $BAC

$340M

145 positions

#19Custos Family Office, LLC

Some overlap · 5 shared positions

$MS $USB $C $UNH $BAC

$147M

60 positions

#20Gratus Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$MS $HUM $BAC

$691M

138 positions

#21Caldwell Investment Management Ltd.Active

Some overlap · 5 shared positions

$MS $TJX $C $BAC $PFE

$255M

57 positions

#22Summit Investment Advisory Services, LLCActive

Some overlap · 3 shared positions

$MS $HUM $MDT

$269M

81 positions

#23Scott Capital Advisors, LLCActive

Some overlap · 6 shared positions

$MS $HUM $USB $O $BAC $C

$493M

58 positions

#24Tandem Wealth Advisors LLCActive

Some overlap · 4 shared positions

$MS $TJX $BAC $MDY

$224M

47 positions

#25Wolff Financial Management LLCActive

Some overlap · 3 shared positions

$MS $HUM $PFE

$453M

103 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.