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Hedge Funds Similar to HOGE FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026HOGE FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

HOGE FINANCIAL SERVICES, LLC is an institutional investor managing $209M across 83 U.S. equity positions as of Q2 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 Rakuten Investment, BRANDYWINE, Highland Investment Advisors, with shared positions in $DOV, $PEP, $QCOM, $MO, $NEE, $MCD. The full ranking of 25 similar funds is below.

#1Rakuten Investment Management, Inc.
Substantial overlap · 3 shared positions
$DOV$PEP$QCOM
$34.6B
467 positions
#2BRANDYWINE TRUST COSmart money
Substantial overlap · 3 shared positions
$DOV$MO$NEE
$621M
33 positions
#3Highland Investment Advisors LLCPassive
Substantial overlap · 3 shared positions
$DOV$MCD$MO
$229M
734 positions
#4Prentice Wealth Management LLCActive
Substantial overlap · 4 shared positions
$DOV$NEE$LIN$QCOM
$484M
126 positions
#5Sageworth Trust CoActive
Substantial overlap · 3 shared positions
$DOV$MFC$PNC
$2.5B
127 positions
#6Intelligent Financial StrategiesSmart money
Substantial overlap · 4 shared positions
$DOV$MCD$PEP$AXP
$208M
60 positions
#7PLANNING DIRECTIONS INCActive
Notable overlap · 6 shared positions
$DOV$MCD$NSC$PEP$AXP$NEE
$216M
110 positions
#8TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$DOV$MCD$PEP
$667M
135 positions
#9Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$AXP$NEE
$1.1B
106 positions
#10Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$MCD$AXP
$568M
133 positions
#11Vantage Point Financial LLCPassive
Notable overlap · 4 shared positions
$DOV$MCD$ROK$MO
$328M
188 positions
#12Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$MO$PEP
$478M
102 positions
#13Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$LIN$MO
$336M
121 positions
#14HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$ROK$MCD
$285M
1,293 positions
#15Addison Capital CoActive
Notable overlap · 4 shared positions
$DOV$QCOM$ROK$PEP
$610M
184 positions
#16Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$MCD$PEP
$397M
146 positions
#17Downshift Financial, LLCActive
Notable overlap · 3 shared positions
$DOV$NSC$NEE
$223M
668 positions
#18PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$DOV$PEP$NEE
$728M
298 positions
#19NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$AXP$MCD
$270M
74 positions
#20CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$DOV$QCOM$MCD$NSC
$5.2B
56 positions
#21Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$DOV$MO$AXP$QCOM
$418M
232 positions
#22Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$QCOM$MCD$NEE$PNC
$212M
171 positions
#23SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$QCOM$PEP$MCD$NEE
$205M
55 positions
#24Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$QCOM$PEP$MO
$153M
69 positions
#25Ethos Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$NEE$PNC
$1.5B
648 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.