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 HFG Advisors,

13F Portfolio OverlapQ1 2026HFG Advisors, portfolio →

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Most similar hedge funds by 13F overlap

HFG Advisors, Inc. is an institutional investor managing $142M across 117 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 HFG Advisors, are Southland Equity Partners, HC Advisors,, Keeler Thomas, with shared positions in $FITB, $BAH, $OTIS, $UNIT, $MS, $GE. The full ranking of 25 similar funds is below.

#1Southland Equity Partners LLCPassive

Notable overlap · 5 shared positions

$FITB $BAH $OTIS $UNIT $MS

$513M

273 positions

#2HC Advisors, LLCActive

Notable overlap · 4 shared positions

$FITB $GE $WFC $GEV

$149M

60 positions

#3Keeler Thomas Management LLCPassive

Notable overlap · 3 shared positions

$FITB $EPD $ET

$236M

118 positions

#4Next Level Private LLCPassive

Notable overlap · 4 shared positions

$FITB $GE $GEV $MS

$443M

175 positions

#5Entruity Wealth, LLCActive

Some overlap · 4 shared positions

$BAH $FITB $MS $WFC

$147M

46 positions

#6Mach-1 Financial Group, LLCPassive

Some overlap · 3 shared positions

$FITB $MS $WFC

$284M

161 positions

#7Hidden Cove Wealth Management, LLCPassive

Some overlap · 4 shared positions

$FITB $GE $WFC $GEV

$156M

109 positions

#8Compass Financial Services IncActive

Some overlap · 5 shared positions

$FITB $HUM $MS $WFC $GSAT

$231M

56 positions

#9BlueChip Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$FITB $HUM $AFL

$228M

147 positions

#10Csenge Advisory GroupPassive

Some overlap · 3 shared positions

$FITB $HUM $MS

$2.2B

747 positions

#11SVRN Asset Management, LLCActive

Some overlap · 5 shared positions

$BAH $UNIT $HUM $MS $EPD

$103M

37 positions

#12Lighthouse Financial LLCActive

Some overlap · 3 shared positions

$BAH $GE $GEV

$166M

76 positions

#13Greenline Wealth Management LLCPassive

Some overlap · 3 shared positions

$BAH $GE $GEV

$87M

94 positions

#14CMC Financial GroupActive

Some overlap · 3 shared positions

$BAH $EPD $ET

$51M

38 positions

#15Souders Financial AdvisorsPassive

Some overlap · 4 shared positions

$BAH $HUM $GE $CINF

$876M

216 positions

#16Swisher Financial Concepts, Inc.Passive

Some overlap · 4 shared positions

$BAH $GEV $GE $CINF

$179M

102 positions

#17Capital Advantage, Inc.Active

Some overlap · 3 shared positions

$BAH $UNIT $HUM

$765M

145 positions

#18Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$FITB $GSAT $HUM

$509M

132 positions

#19Weinberger Asset Management, IncActive

Some overlap · 5 shared positions

$GE $GEV $UNIT $HUM $EPD

$267M

92 positions

#20Beacon Financial Advisory LLCPassive

Some overlap · 4 shared positions

$BAH $HUM $FITB $MS

$443M

402 positions

#21MTM Investment Management, LLCPassive

Some overlap · 4 shared positions

$BAH $OTIS $GE $WFC

$316M

709 positions

#22LifeGoal Investments, LLCPassive

Some overlap · 4 shared positions

$BAH $HUM $GEV $MS

$175M

112 positions

#23Merited Wealth, LLCPassive

Some overlap · 3 shared positions

$BAH $UNIT $MS

$121M

79 positions

#24Mascagni Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$BAH $UNIT $HUM

$140M

127 positions

#25OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$BAH $HUM $FITB

$110M

68 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.