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Hedge Funds Similar to HRC WEALTH

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HRC WEALTH are Financial Plan, Breakwater Investment, FIDUCIARY ADVISORS, with shared positions in $DOV, $BA, $USB, $SBUX, $EPD, $VZ. The full ranking of 25 similar funds is below.

#1Financial Plan, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$BA$USB
$1.1B
95 positions
#2Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$DOV$SBUX$BA
$294M
600 positions
#3FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$DOV$USB$BA$EPD$VZ
$149M
155 positions
#4Silver Oak Advisory Group, Inc.Active
Notable overlap · 3 shared positions
$DOV$WFC$SBUX
$254M
86 positions
#5Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$WFC$BA
$174M
176 positions
#6Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$BA$EPD
$212M
171 positions
#7Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$VZ$EPD
$583M
187 positions
#8Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$BA$WFC
$637M
125 positions
#9Trevian Wealth Management LLCSmart money
Some overlap · 3 shared positions
$DOV$SBUX$GBTC
$235M
45 positions
#10Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$WFC$SBUX
$170M
121 positions
#11Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$VZ$WFC
$226M
97 positions
#12Welch Financial Planning, LLCActive
Some overlap · 3 shared positions
$BA$BPRE$USB
$172M
71 positions
#13Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$WFC$EPD$SBUX
$276M
193 positions
#14Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$BA$USB$VZ
$138M
54 positions
#15Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$EPD$VZ
$138M
97 positions
#16Appalachian Capital Management LtdSmart money
Some overlap · 3 shared positions
$BA$DOV$VLO
$138M
43 positions
#17Koenig Investment Advisory, LLCActive
Some overlap · 4 shared positions
$BA$WFC$EPD$VZ
$129M
37 positions
#18Hedges Asset Management LLCPassive
Some overlap · 3 shared positions
$BA$WFC$VZ
$152M
108 positions
#19InvesTrustPassive
Some overlap · 5 shared positions
$USB$WFC$SBUX$BA$VZ
$260M
95 positions
#20Capital Planning LLCActive
Some overlap · 3 shared positions
$BA$SBUX$DOV
$343M
88 positions
#21MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$BA$WFC$SBUX
$126M
196 positions
#22MARS JEWETT FINANCIAL GROUP, INC.Smart money
Some overlap · 3 shared positions
$BA$SBUX$WFC
$494M
46 positions
#23McGinn Penninger Investment Management, Inc.Active
Some overlap · 3 shared positions
$BA$SBUX$DOV
$164M
38 positions
#24LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BA$VZ$SBUX$WFC
$325M
188 positions
#25Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$WFC$SBUX$VLO
$330M
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.