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Hedge Funds Similar to Hyundai Investments , Ltd.

13F Portfolio OverlapQ1 2026Hyundai Investments , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Hyundai Investments Co., Ltd. is an institutional investor managing $89M across 72 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 Hyundai Investments , Ltd. are Note Advisors,, Allodium Investment Consultants,, PURE PORTFOLIOS, with shared positions in $SCHW, $DDOG, $SNPS, $DHR, $GILD, $AGQ. The full ranking of 25 similar funds is below.

#1Note Advisors, LLCActive
Some overlap · 5 shared positions
$SCHW$DDOG$SNPS$DHR$GILD
$200M
85 positions
#2Allodium Investment Consultants, LLCActive
Some overlap · 3 shared positions
$AGQ$SCHW$DDOG
$209M
52 positions
#3PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$AGQ$SCHW$DDOG
$332M
104 positions
#4CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 5 shared positions
$SCHW$SNPS$DHR$COP$DDOG
$532M
162 positions
#5PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AGQ$SCHW$COP
$166M
72 positions
#6Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$AGQ$SCHW$COP
$950M
192 positions
#7FAGAN ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$AGQ$SCHW$COP
$719M
135 positions
#8Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$AGQ$SCHW$DDOG$COP
$619M
138 positions
#9FC Advisory LLCActive
Some overlap · 5 shared positions
$SCHW$DDOG$DHR$SNPS$COP
$342M
115 positions
#10Larry Mathis Financial Planning, LLCPassive
Slight overlap · 4 shared positions
$AGQ$SCHW$COP$GILD
$112M
156 positions
#11Hurlow Wealth Management Group, Inc.Active
Slight overlap · 4 shared positions
$SCHW$DDOG$SNPS$COP
$420M
120 positions
#12Disciplined Investments, LLCPassive
Slight overlap · 4 shared positions
$SCHW$DDOG$SNPS$COP
$279M
141 positions
#13Benchmark Financial, LLCActive
Slight overlap · 4 shared positions
$AGQ$DDOG$DHR$COP
$111M
52 positions
#14O'ROURKE & COMPANY, IncPassive
Slight overlap · 3 shared positions
$AGQ$SCHW$DDOG
$253M
171 positions
#15Firestone Capital ManagementPassive
Slight overlap · 4 shared positions
$SCHW$DDOG$DHR$COP
$480M
160 positions
#16Retirement Planning Co of New England, Inc.Passive
Slight overlap · 3 shared positions
$AGQ$SCHW$GILD
$246M
248 positions
#17SHEPHERD KAPLAN KROCHUK, LLCActive
Slight overlap · 4 shared positions
$SCHW$AGQ$DDOG$GILD
$119M
61 positions
#18Cypress Capital, LLCActive
Slight overlap · 3 shared positions
$AGQ$SCHW$COP
$351M
95 positions
#19JACOBSON & SCHMITT ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$SCHW$DDOG$DHR$COP
$551M
78 positions
#20CARDIFF PARK ADVISORS, LLCActive
Slight overlap · 4 shared positions
$SCHW$DDOG$COP$DHR
$1.3B
373 positions
#21WealthCollab, LLCPassive
Slight overlap · 4 shared positions
$SCHW$DDOG$DHR$COP
$243M
977 positions
#22KOM Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$AGQ$SCHW$DHR
$147M
89 positions
#23VERITY Wealth AdvisorsActive
Slight overlap · 4 shared positions
$SCHW$DHR$COP$GILD
$150M
81 positions
#24VIAWEALTH, LLCPassive
Slight overlap · 3 shared positions
$AGQ$SCHW$COP
$180M
159 positions
#25Cherry Tree Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$SCHW$DDOG$COP$DHR
$473M
582 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.