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 HTG Investment Advisors,

13F Portfolio OverlapQ1 2026HTG Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

HTG Investment Advisors, Inc. is an institutional investor managing $352M across 85 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 HTG Investment Advisors, are Investments & Financial Planning,, BARINGS, FIRST NATIONAL BANK & OF NEWTOWN, with shared positions in $COP, $SNOW, $DOV, $GE, $GEV, $IBM. The full ranking of 25 similar funds is below.

#1Investments & Financial Planning, LLCSmart money

Notable overlap · 3 shared positions

$COP $SNOW $DOV

$184M

36 positions

#2BARINGS LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $DOV

$6.2B

179 positions

#3FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Notable overlap · 5 shared positions

$COP $SNOW $GE $GEV $IBM

$464M

142 positions

#4Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $SNOW $DOV $BRZE

$167M

92 positions

#5Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$COP $SNOW $BRZE $DOV $MKL

$478M

42 positions

#6American Money Management, LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $GE

$632M

168 positions

#7Asset Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$COP $SNOW $BRZE $IBM

$199M

116 positions

#8McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$COP $SNOW $BRZE

$192M

27 positions

#9Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$COP $SNOW $MS $MDY

$184M

157 positions

#10MATHER GROUP, LLC.Active

Notable overlap · 5 shared positions

$COP $SNOW $DOV $MKL $PPG

$10.0B

1,896 positions

#11Lighthouse Financial LLCActive

Notable overlap · 6 shared positions

$COP $SNOW $GE $GEV $DOV $IBM

$166M

76 positions

#12Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$COP $SNOW $GE

$420M

120 positions

#13Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $BRZE

$414M

139 positions

#14Sage Financial Management Group, Inc.Active

Notable overlap · 5 shared positions

$COP $SNOW $MKL $MDY $IBM

$325M

57 positions

#15Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $MKL $BRZE $DOV

$1.4B

58 positions

#16Coyle Financial Counsel LLCActive

Notable overlap · 4 shared positions

$COP $DOV $BRZE $MDY

$473M

113 positions

#17Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$COP $DOV $MKL $BRZE

$578M

118 positions

#18American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $GE $GEV $BRZE

$750M

159 positions

#19Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $DOV $MKL $SNOW

$374M

86 positions

#20Pacific Park Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $COP $DOV $BRZE $MS

$153M

73 positions

#21Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $DOV $MKL

$67M

42 positions

#22Trellis Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$COP $DOV $BRZE

$263M

47 positions

#23PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$SNOW $COP $DOV $BRZE

$198M

106 positions

#24NEPC LLCSmart money

Notable overlap · 4 shared positions

$COP $DOV $TKO $BRZE

$5.0B

51 positions

#25NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$SNOW $COP $DOV $IBM

$247M

71 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.