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 Novak & Powell Financial Services,

13F Portfolio OverlapQ1 2026Novak & Powell Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Novak & Powell Financial Services, Inc. is an institutional investor managing $186M across 163 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 Novak & Powell Financial Services, are Farrell Financial, Ballast Financial Advisors, SEAMOUNT FINANCIAL GROUP, with shared positions in $HUM, $IAU, $COP, $USB, $MKL, $SCHW. The full ranking of 25 similar funds is below.

#1Farrell Financial LLCPassive

Notable overlap · 8 shared positions

$HUM $IAU $COP $USB $MKL $SCHW

$167M

76 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $IAU $COP $DOV $USB $BRZE

$98M

68 positions

#3SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 7 shared positions

$HUM $DOV $DIA $USB $SCHW $COP

$222M

135 positions

#4Mosaic Advisors LLCPassive

Notable overlap · 6 shared positions

$HUM $DOV $COP $DIA $MKL $MAR

$67M

42 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$IAU $HUM $COP $USB $SCHW $BRZE

$721M

145 positions

#6Madden Advisory Services, Inc.Passive

Notable overlap · 8 shared positions

$IAU $COP $HUM $HSY $SCHW $ALPS

$254M

108 positions

#7HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$DOV $HUM $MKL $SCHW $BRZE $HSY

$238M

142 positions

#8Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$HUM $IAU $COP $USB $SCHW

$420M

120 positions

#9Long Island Wealth Management, Inc.Active

Notable overlap · 8 shared positions

$DOV $COP $MKL $HSY $HUM $USB

$216M

89 positions

#10PLANNING DIRECTIONS INCActive

Notable overlap · 5 shared positions

$DOV $HUM $COP $USB $BRZE

$198M

106 positions

#11Intelligent Financial StrategiesSmart money

Notable overlap · 6 shared positions

$DOV $HUM $COP $BRZE $HSY $MKL

$192M

62 positions

#12Bay Rivers GroupPassive

Notable overlap · 6 shared positions

$HUM $DIA $USB $SCHW $BA $AMGN

$240M

109 positions

#13Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$HUM $COP $IAU $SCHW $MKL $USB

$480M

160 positions

#14Five Pine Wealth ManagementActive

Notable overlap · 6 shared positions

$IAU $COP $DOV $SCHW $MKL $BRZE

$161M

47 positions

#15Hegarty Advisors, LLCActive

Notable overlap · 7 shared positions

$DOV $COP $MKL $HUM $ALPS $DIA

$127M

57 positions

#16Breakwater Investment ManagementPassive

Notable overlap · 6 shared positions

$DOV $HUM $MKL $SCHW $BRZE $MAR

$269M

506 positions

#17Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $DOV $SCHW $MKL $AMGN $MAR

$151M

114 positions

#18New England Private Wealth Advisors LLCActive

Some overlap · 7 shared positions

$DOV $HUM $IAU $BRZE $MAR $MKL

$866M

194 positions

#19Pacific Park Financial, Inc.Active

Some overlap · 5 shared positions

$DOV $IAU $COP $BRZE $MAR

$153M

73 positions

#20Orcam Financial GroupSmart money

Some overlap · 7 shared positions

$DOV $USB $IAU $MKL $COP $BRZE

$141M

62 positions

#21COWA, LLCActive

Some overlap · 7 shared positions

$DIA $COP $IAU $EPD $MKL $ALPS

$371M

158 positions

#22Fullerton Advisors, LLCActive

Some overlap · 6 shared positions

$HUM $COP $USB $MKL $SCHW $ALPS

$97M

53 positions

#23Pinnacle Financial Group, LLC / ILPassive

Some overlap · 7 shared positions

$HUM $IAU $SCHW $MKL $BRZE $USB

$365M

111 positions

#24Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 7 shared positions

$IAU $COP $DOV $MKL $BRZE $HUM

$578M

118 positions

#25Compass Advisory Group LLCActive

Some overlap · 8 shared positions

$DOV $COP $MKL $SCHW $USB $MAR

$374M

86 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.