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 HOGE FINANCIAL SERVICES,

13F Portfolio OverlapQ1 2026HOGE FINANCIAL SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

HOGE FINANCIAL SERVICES, LLC is an institutional investor managing $187M across 72 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 HOGE FINANCIAL SERVICES, are NavPoint Financial,, Optimus Prime Fund , Ltd., CHRISTINE MESSMER PC, with shared positions in $SNOW, $DOV, $MCD, $PLTR, $COP, $KO. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Substantial overlap · 6 shared positions

$SNOW $DOV $MCD $PLTR $COP $KO

$247M

71 positions

#2Optimus Prime Fund Management Co., Ltd.Smart money

Substantial overlap · 3 shared positions

$SNOW $OKTA $BRZE

$1.0B

27 positions

#3CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $COP $BRZE

$156M

80 positions

#4Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $DOV $BRZE

$110M

64 positions

#5Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$SNOW $MCD $KO $MFC

$1.2B

126 positions

#6SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 4 shared positions

$SNOW $MCD $NSC $MO

$261M

424 positions

#7Family Investment Center, Inc.Active

Notable overlap · 5 shared positions

$SNOW $BRZE $NSC $UNIT $COP

$520M

91 positions

#8VanWeelden Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $MCD $KO

$125M

31 positions

#9Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $MCD $UNIT

$335M

104 positions

#10Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $KO

$931M

518 positions

#11Legend Capital Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $PLTR $MCD

$160M

159 positions

#12Gordian Advisors LLCSmart money

Notable overlap · 3 shared positions

$SNOW $COP $BRZE

$150M

55 positions

#13BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $KO

$507M

78 positions

#14Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $KO

$325M

57 positions

#15Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $PLTR

$184M

157 positions

#16FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$SNOW $UNIT $MCD $PLTR $BRZE

$754M

345 positions

#17TruNorth Capital Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $MCD

$522M

114 positions

#18Pacific Park Financial, Inc.Active

Notable overlap · 5 shared positions

$DOV $SNOW $UNIT $COP $BRZE

$153M

73 positions

#19Windward Private Wealth Management Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UNIT $DOV $COP

$289M

44 positions

#20Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $COP

$127M

54 positions

#21Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $COP $BRZE $DOV

$1.4B

58 positions

#22Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $BRZE $MCD

$354M

92 positions

#23Cannon Financial Strategists, Inc.Active

Notable overlap · 5 shared positions

$SNOW $UNIT $BRZE $KO $ROK

$761M

109 positions

#24Zhang Financial LLCActive

Notable overlap · 5 shared positions

$SNOW $DOV $UNIT $COP $BRZE

$2.9B

367 positions

#25Retirement Investment Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $UNIT $BRZE $COP $MCD

$1.2B

67 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.