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Hedge Funds Similar to Hill Investment Group Partners,

13F Portfolio OverlapQ1 2026Hill Investment Group Partners, portfolio →
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Most similar hedge funds by 13F overlap

Hill Investment Group Partners, LLC is an institutional investor managing $906M across 50 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 Hill Investment Group Partners, are Porter White Investment Advisors,, Yardley Wealth, Meritas Wealth ,, with shared positions in $AMN, $NKE, $NSC, $LMT, $GMM, $NOC. The full ranking of 25 similar funds is below.

#1Porter White Investment Advisors, Inc.Smart money
Highly similar · 3 shared positions
$AMN$NKE$NSC
$250M
40 positions
#2Yardley Wealth Management LLCActive
Highly similar · 3 shared positions
$NSC$AMN$LMT
$195M
36 positions
#3Meritas Wealth Management, LLCActive
Highly similar · 3 shared positions
$AMN$NKE$NSC
$221M
60 positions
#4McCartney Wealth Management LLCActive
Highly similar · 3 shared positions
$AMN$NSC$NKE
$119M
65 positions
#5Valued Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$AMN$NKE$GMM
$247M
751 positions
#6Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$NSC
$119M
51 positions
#7Shearwater Capital LLCSmart money
Substantial overlap · 3 shared positions
$NKE$NSC$LMT
$191M
71 positions
#8JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$LMT
$1.1B
286 positions
#9HMV Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$LMT$NOC
$213M
81 positions
#10VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 3 shared positions
$NKE$NSC$GMM
$213M
99 positions
#11MB Generational Wealth, LLCActive
Substantial overlap · 4 shared positions
$AMN$NSC$NKE$GMM
$181M
66 positions
#12Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$NSC$NKE$TFC
$648M
113 positions
#13ELEVATE WEALTH ADVISORY, INCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NSC
$158M
125 positions
#14Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$TFC$NOC
$931M
518 positions
#15Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$NSC
$175M
53 positions
#16KM Capital Management Ltd.Active
Substantial overlap · 3 shared positions
$NKE$GMM$AMN
$149M
76 positions
#17FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$NKE$AMN$NSC
$242M
73 positions
#18Foundry Financial LLCActive
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$236M
71 positions
#19Fonville Wealth Management LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$GMM
$525M
138 positions
#20Taylor Financial Group, Inc.Active
Notable overlap · 3 shared positions
$NSC$LMT$TFC
$165M
99 positions
#21DeLarme Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$NOC
$155M
63 positions
#22LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$NKE$AMN$NSC
$182M
136 positions
#23CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$NSC$LMT
$293M
1,255 positions
#24Leading Edge Financial Planning LLCActive
Notable overlap · 3 shared positions
$NSC$AMN$NKE
$475M
72 positions
#25Alpha Advisors, LLC/VAActive
Notable overlap · 3 shared positions
$NKE$LMT$GMM
$127M
47 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.