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Hedge Funds Similar to HRC WEALTH ,

13F Portfolio OverlapQ1 2026HRC WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

HRC WEALTH MANAGEMENT, LLC is an institutional investor managing $244M across 65 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 HRC WEALTH , are Orcam Financial Group, LAUREL OAK WEALTH ,, ANGELES WEALTH ,, with shared positions in $DOV, $BRZE, $MAR, $USB, $KKR, $WFC. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupSmart money
Notable overlap · 4 shared positions
$DOV$BRZE$MAR$USB
$141M
62 positions
#2LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$MAR$BRZE$KKR
$595M
360 positions
#3ANGELES WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DOV$BRZE$KKR$WFC
$1.8B
524 positions
#4Rakuten Investment Management, Inc.Smart money
Some overlap · 4 shared positions
$DOV$BRZE$KKR$USB
$49.2B
464 positions
#5Systelligence, LLCPassive
Some overlap · 4 shared positions
$DOV$SAN$MAR$USB
$514M
56 positions
#6Zhang Financial LLCActive
Some overlap · 3 shared positions
$DOV$BRZE$KKR
$2.9B
367 positions
#7Coyle Financial Counsel LLCActive
Some overlap · 3 shared positions
$DOV$BRZE$USB
$473M
113 positions
#8Global Endowment Management, LPActive
Some overlap · 3 shared positions
$DOV$BRZE$USB
$896M
126 positions
#9New England Private Wealth Advisors LLCActive
Some overlap · 5 shared positions
$DOV$BRZE$KKR$MAR$SAN
$866M
194 positions
#10Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$BRZE$SLV$GBTC
$151M
54 positions
#11Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DOV$MAR$USB
$216M
89 positions
#12Sageworth Trust CoActive
Some overlap · 4 shared positions
$DOV$BRZE$KKR$MAR
$2.3B
172 positions
#13Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$BRZE$MAR
$153M
73 positions
#14Coordinated Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DOV$BRZE$USB$KKR$WFC
$174M
176 positions
#15Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$DOV$BRZE$KKR$MAR
$269M
506 positions
#16Pitti Group Wealth Management, LLCActive
Some overlap · 5 shared positions
$BA$BRZE$MAR$GBTC$VZ
$123M
81 positions
#17VVR Holdings LLCActive
Some overlap · 4 shared positions
$DOV$MAR$AHR$SLV
$194M
39 positions
#18Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 5 shared positions
$BRZE$SLV$MAR$DOV$SAN
$414M
694 positions
#19CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 6 shared positions
$SLV$MAR$BPRE$SAN$KKR$USB
$149M
96 positions
#20Novak & Powell Financial Services, Inc.Passive
Some overlap · 6 shared positions
$DOV$USB$BA$BRZE$MAR$EPD
$186M
163 positions
#21HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DOV$BRZE$KKR$SAN$MAR
$238M
142 positions
#22ATLas Financial Planning LLCActive
Some overlap · 5 shared positions
$BRZE$DOV$SAN$USB$MAR
$112M
69 positions
#23AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$USB$KKR
$710M
221 positions
#24Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$BA$SLV$USB$KKR$VZ
$164M
104 positions
#25Cornerstone Financial Group, LLC /NE/Active
Some overlap · 5 shared positions
$DOV$BRZE$USB$KKR$MAR
$156M
73 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.