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Hedge Funds Similar to Hassell Wealth ,

13F Portfolio OverlapQ1 2026Hassell Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Hassell Wealth Management, LLC is an institutional investor managing $326M across 29 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 Hassell Wealth , are NEPC, CYPRESS FINANCIAL PLANNING, Foundation Wealth , \PA, with shared positions in $USB, $COP, $UPST, $DDOG, $GMM. The full ranking of 25 similar funds is below.

#1NEPC LLCSmart money
Substantial overlap · 4 shared positions
$USB$COP$UPST$DDOG
$5.0B
51 positions
#2CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$363M
102 positions
#3Foundation Wealth Management, LLC\PAActive
Substantial overlap · 3 shared positions
$USB$COP$GMM
$284M
91 positions
#4SpringVest Wealth Management LLCActive
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$146M
67 positions
#5DecisionPoint Financial, LLCActive
Substantial overlap · 3 shared positions
$USB$COP$UPST
$464M
679 positions
#6Strategic Financial Services, Inc.Smart money
Substantial overlap · 4 shared positions
$USB$COP$UPST$DDOG
$2.1B
152 positions
#7VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$108M
49 positions
#8Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$COP$GMM
$951M
223 positions
#9BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$UPST$COP
$126M
26 positions
#10KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$227M
92 positions
#11TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$USB$COP$DDOG$GMM
$283M
137 positions
#12Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$COP$UPST
$451M
146 positions
#13WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$GMM
$508M
107 positions
#14Cordant, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$UPST
$246M
75 positions
#15Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$167M
76 positions
#16Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$DDOG
$318M
87 positions
#17Benchmark Financial, LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$COP
$111M
52 positions
#18CAPSTONE CAPITAL WEALTH ADVISORSSmart money
Notable overlap · 3 shared positions
$COP$USB$DDOG
$155M
22 positions
#19Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$COP$UPST$DDOG
$228M
60 positions
#20AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$COP$DDOG$UPST
$445M
77 positions
#21Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$COP$DDOG$UPST
$333M
198 positions
#22Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$UPST$COP
$236M
81 positions
#23Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$DDOG
$420M
120 positions
#24BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$COP
$1.2B
229 positions
#25Integrity Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$USB$DDOG
$184M
74 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.