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Hedge Funds Similar to Hofer & Associates.

13F Portfolio OverlapQ1 2026Hofer & Associates. portfolio →
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Most similar hedge funds by 13F overlap

Hofer & Associates. Inc is an institutional investor managing $186M across 64 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 Hofer & Associates. are Crews Bank &, SWAN, Buska Wealth ,, with shared positions in $HUM, $KKR, $USB, $MCD, $AMGN, $ELV. The full ranking of 25 similar funds is below.

#1Crews Bank & TrustPassive
Notable overlap · 4 shared positions
$HUM$KKR$USB$MCD
$690M
673 positions
#2SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$HUM$KKR$USB$MCD
$272M
554 positions
#3Buska Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$USB
$249M
74 positions
#4Tide Cove Capital Partners LLCSmart money
Notable overlap · 3 shared positions
$HUM$KKR$USB
$147M
13 positions
#5Evergreen Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$HUM$KKR$AMGN$ELV$REGN
$194M
54 positions
#6High Net Worth Advisory Group LLCPassive
Notable overlap · 5 shared positions
$HUM$KKR$AMGN$REGN$ABT
$429M
244 positions
#721 West Wealth Management LLCPassive
Notable overlap · 3 shared positions
$HUM$KKR$USB
$108M
63 positions
#8Accretive Wealth Partners, LLCPassive
Notable overlap · 7 shared positions
$HUM$KKR$SBUX$USB$ADP$MCD
$356M
180 positions
#9Capital Advisors Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$KKR$USB
$745M
219 positions
#10Curran Financial Partners, LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$USB
$559M
127 positions
#11Seneca Financial Advisors LLCActive
Notable overlap · 5 shared positions
$HUM$KKR$USB$AMGN$MCD
$341M
64 positions
#12Ranch Capital Advisors Inc.Passive
Notable overlap · 4 shared positions
$KKR$HUM$AMGN$GILD
$277M
154 positions
#13Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$HUM$KKR$GMM
$116M
80 positions
#14Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$HUM$USB$KKR
$109M
1,311 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 5 shared positions
$AMGN$USB$KKR$SBUX$__PARK_1390777
$1.1B
105 positions
#16IAT REINSURANCE CO LTD.Active
Notable overlap · 3 shared positions
$AMGN$KKR$USB
$310M
67 positions
#17White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$KKR$USB$HUM
$721M
145 positions
#18Selby Wealth Management, LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$GMM
$254M
81 positions
#19Hamrick Investment Counsel, llcPassive
Notable overlap · 4 shared positions
$HUM$AMGN$USB$SBUX
$180M
359 positions
#20Financial Perspectives, IncPassive
Notable overlap · 5 shared positions
$KKR$HUM$AMGN$USB$GILD
$358M
716 positions
#21Piedmont Capital Management, LLCActive
Some overlap · 5 shared positions
$KKR$USB$HUM$AMGN$GLDM
$197M
50 positions
#22HICKS CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$HUM$KKR$REGN
$100M
37 positions
#23JMAC ENTERPRISES LLCPassive
Some overlap · 4 shared positions
$AMGN$KKR$MCD$BAC
$522M
117 positions
#24Human Investing LLCSmart money
Some overlap · 4 shared positions
$HUM$KKR$AMGN$MCD
$687M
96 positions
#25McGlone Suttner Wealth Management, Inc.Active
Some overlap · 5 shared positions
$HUM$USB$KKR$MCD$BAC
$755M
189 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.