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Hedge Funds Similar to Novak & Powell Financial Services

13F Portfolio OverlapQ2 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 $212M across 171 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 Novak & Powell Financial Services are Verus Financial Partners, OKABENA INVESTMENT SERVICES, SWP FINANCIAL, with shared positions in $DOV, $IAU, $QCOM, $GLW, $PM, $DUK. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money
Notable overlap · 7 shared positions
$DOV$IAU$QCOM$GLW$PM$DUK
$1.2B
127 positions
#2OKABENA INVESTMENT SERVICES INCPassive
Notable overlap · 4 shared positions
$DOV$IAU$ECL$TXN
$560M
145 positions
#3SWP FINANCIAL LLCActive
Notable overlap · 4 shared positions
$DOV$IAU$QCOM$GLW
$216M
78 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$DOV$IAU$PM$BA
$637M
125 positions
#5NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$DOV$IAU$MMM$MCD
$270M
74 positions
#6Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$AMGN
$3.4B
392 positions
#7Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$IAU$AMGN
$172M
77 positions
#8Copia Wealth ManagementPassive
Notable overlap · 6 shared positions
$DOV$IAU$SO$PM$DUK$AMGN
$166M
570 positions
#9WESPAC Advisors, LLCPassive
Notable overlap · 4 shared positions
$DOV$IAU$QCOM$BIP
$205M
200 positions
#10Junk Investment Group, LLCActive
Notable overlap · 5 shared positions
$DOV$AMGN$PNC$TXN$QCOM
$226M
97 positions
#11Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$IAU$MCD
$406M
308 positions
#12Financial Plan, Inc.Smart money
Some overlap · 4 shared positions
$DOV$BA$GLW$QCOM
$1.1B
95 positions
#13HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 5 shared positions
$DOV$QCOM$MCD$NEE$PNC
$209M
83 positions
#14New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$IAU$QCOM$TXN
$268M
50 positions
#15Wealth Management NebraskaSmart money
Some overlap · 5 shared positions
$DOV$PM$TXN$SO$NEE
$1.1B
106 positions
#16OneDigital Investment Advisors LLCPassive
Some overlap · 5 shared positions
$DOV$IAU$SO$BA$MCD
$11.8B
1,573 positions
#17Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$DOV$AMGN$QCOM$DUK$NEE
$170M
121 positions
#18HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DOV$BA$EPD
$244M
65 positions
#19Affiance Financial, LLCSmart money
Some overlap · 4 shared positions
$DOV$ECL$MMM$MCD
$695M
111 positions
#20Blossom Wealth ManagementActive
Some overlap · 7 shared positions
$IAU$QCOM$AMGN$ECL$TXN$MCD
$71M
72 positions
#21Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$IAU
$1.1B
791 positions
#22ALONGSIDE, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$TXN$BA
$525M
190 positions
#2349 WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$TXN$BA
$524M
189 positions
#24Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$568M
133 positions
#25AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$DUK$MCD
$832M
230 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.