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 Hobbs Group Advisors,

13F Portfolio OverlapQ1 2026Hobbs Group Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Hobbs Group Advisors, LLC is an institutional investor managing $334M across 160 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 Hobbs Group Advisors, are Encompass More Asset, Warren Street Wealth Advisors,, Yoder Wealth ,, with shared positions in $WT, $GLDM, $ABNB, $USB, $IAU, $C. The full ranking of 25 similar funds is below.

#1Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $GLDM $ABNB $USB

$597M

251 positions

#2Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $ABNB

$393M

129 positions

#3Yoder Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$WT $ABNB $USB $IAU $C

$219M

124 positions

#4Stonebridge Financial Group, LLCPassive

Notable overlap · 6 shared positions

$WT $GLW $MS $CMI $VRT $IAU

$1.2B

262 positions

#5Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $VRT $BAC

$692M

146 positions

#6Riverbend Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$WT $USB $C $MS $BAC $IAU

$175M

152 positions

#7LWM Advisory Services, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $LNG $DIA

$94M

76 positions

#8Linscomb Wealth, Inc.Active

Notable overlap · 6 shared positions

$WT $CMI $C $KMI $BAC $EPD

$2.2B

337 positions

#9Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $IAU

$150M

134 positions

#10Stratos Investment Management, LLCPassive

Notable overlap · 6 shared positions

$WT $MS $C $BAC $AXP $CEG

$2.5B

371 positions

#11SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $GLDM $DIA $USB

$1.2B

208 positions

#12Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$WT $USB $MS $GLW $EPD

$284M

125 positions

#13UPTICK PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$WT $GLDM $MS $IAU $DIA

$502M

293 positions

#14Morton Capital Management LLC/CASmart money

Notable overlap · 6 shared positions

$WT $USB $IAU $DIA $KMI $EPD

$672M

139 positions

#15Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $DIA

$220M

273 positions

#16MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$WT $USB $IAU $GLTR $CEG

$1.3B

143 positions

#17Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $USB $MS $IAU

$514M

56 positions

#18WIN ADVISORS, INCPassive

Notable overlap · 4 shared positions

$WT $GLW $VRT $LNG

$219M

78 positions

#19Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $USB $GLDM $AXP

$153M

344 positions

#20Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $MS $IAU

$444M

232 positions

#21REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $USB $IAU $LNG

$697M

218 positions

#22OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $AXP

$110M

68 positions

#23Beckerman Institutional, LLCPassive

Notable overlap · 5 shared positions

$WT $GLDM $MS $IAU $BAC

$188M

121 positions

#24Eaton Financial Holdings Company, LLCPassive

Notable overlap · 5 shared positions

$WT $USB $BAC $EPD $DIA

$305M

125 positions

#25Broussard Financial Group LLCActive

Notable overlap · 4 shared positions

$WT $USB $IAU $UPST

$125M

29 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.