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Hedge Funds Similar to HILL ISLAND FINANCIAL

13F Portfolio OverlapQ3 2026HILL ISLAND FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

HILL ISLAND FINANCIAL LLC is an institutional investor managing $481M across 101 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HILL ISLAND FINANCIAL are FORT WASHINGTON INVESTMENT ADVISORS, Lakeshore Financial Planning, OUTFITTERS FINANCIAL, with shared positions in $FITB, $DE, $CRM, $KLAC, $MCD, $EMR. The full ranking of 25 similar funds is below.

#1FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Some overlap · 4 shared positions
$FITB$DE$CRM$KLAC
$19.7B
437 positions
#2Lakeshore Financial Planning, Inc.Active
Slight overlap · 3 shared positions
$FITB$MCD$KLAC
$323M
97 positions
#3OUTFITTERS FINANCIAL LLCPassive
Slight overlap · 3 shared positions
$FITB$MCD$DE
$137M
74 positions
#4ISTHMUS PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$FITB$MCD$EMR
$1.0B
228 positions
#5VISTA INVESTMENT PARTNERS II, LLCPassive
Slight overlap · 3 shared positions
$FITB$HBAN$KLAC
$248M
158 positions
#6Churchill Financial Advisors, LLCActive
Slight overlap · 5 shared positions
$MCD$DE$KLAC$MRVL$EMR
$511M
127 positions
#7Advisory Resource GroupPassive
Slight overlap · 3 shared positions
$FITB$CRM$KLAC
$695M
184 positions
#8V-Square Quantitative Management LLCPassive
Slight overlap · 6 shared positions
$DE$WDC$MRVL$CRM$MCD$LIN
$1.1B
721 positions
#9SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$NET$MCD$HBAN
$1.1B
136 positions
#10Capital Group Investment Management Pte. Ltd.Passive
Slight overlap · 4 shared positions
$NET$DE$KLAC$LIN
$664M
143 positions
#11CAPITAL INTERNATIONAL LTD /CA/Active
Slight overlap · 4 shared positions
$NET$DE$KLAC$LIN
$3.1B
150 positions
#12Alliance Private Wealth, LLCActive
Slight overlap · 3 shared positions
$FITB$HBAN$DE
$269M
85 positions
#13Polar Capital Holdings PlcActive
Slight overlap · 5 shared positions
$NET$WDC$KLAC$MRVL$FLEX
$42.4B
245 positions
#14Torren Management, LLCActive
Slight overlap · 5 shared positions
$HBAN$FITB$WDC$KLAC$DE
$197M
948 positions
#15GREENWOOD CAPITAL ASSOCIATES LLCPassive
Slight overlap · 4 shared positions
$MCD$HBAN$DE$MRVL
$1.0B
267 positions
#16Arrowroot Family Office, LLCActive
Slight overlap · 4 shared positions
$NET$CRM$MCD$KLAC
$349M
174 positions
#17Teza Capital Management LLCPassive
Slight overlap · 3 shared positions
$FITB$WDC$KLAC
$112M
261 positions
#18DAVIS-REA LTD.Active
Slight overlap · 3 shared positions
$NET$MCD$LIN
$379M
41 positions
#19Robinhood Asset Management, LLCActive
Slight overlap · 4 shared positions
$NET$KLAC$MRVL$LIN
$1.9B
83 positions
#20Capital International SarlActive
Slight overlap · 4 shared positions
$NET$DE$KLAC$LIN
$7.1B
287 positions
#21St. Johns Investment Management Company, LLCPassive
Slight overlap · 3 shared positions
$FITB$MCD$DE
$264M
201 positions
#22Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$NET$MCD$MRVL
$766M
194 positions
#23Shoker Investment Counsel, Inc.Active
Slight overlap · 4 shared positions
$MCD$HBAN$KLAC$EMR
$398M
113 positions
#24Generali Investments, Management Co LLCActive
Slight overlap · 4 shared positions
$MCD$NET$EMR$LIN
$517M
168 positions
#25LGT Fund Management Co Ltd.Passive
Slight overlap · 4 shared positions
$MCD$WDC$KLAC$MRVL
$2.4B
235 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.