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Hedge Funds Similar to Hobbs Wealth ,

13F Portfolio OverlapQ1 2026Hobbs Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Hobbs Wealth Management, LLC is an institutional investor managing $101M across 23 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 Wealth , are Physician Wealth Advisors,, Asempa Wealth Advisors, CURTIS WEALTH, with shared positions in $LEN, $GLDM, $SE. The full ranking of 19 similar funds is below.

#1Physician Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LEN$GLDM$SE
$719M
2,057 positions
#2Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$115M
115 positions
#3CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$107M
50 positions
#4Daviman Financial, LLCPassive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$169M
84 positions
#5Horst & Graben Wealth Management LLCPassive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$729M
195 positions
#6Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$143M
97 positions
#7One Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$803M
304 positions
#8Fiscal Wisdom Wealth Management, LLCActive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$104M
90 positions
#9WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$LEN$SE$GLDM
$147M
165 positions
#10Merkkuri Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$LEN$SE$GLDM
$151M
399 positions
#11THEORY FINANCIAL LLCPassive
Slight overlap · 3 shared positions
$LEN$SE$GLDM
$285M
94 positions
#12CFS Investment Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$LEN$SE$GLDM
$1.5B
353 positions
#13WealthTrak Capital Management LLCPassive
Slight overlap · 3 shared positions
$LEN$SE$GLDM
$140M
80 positions
#14Vantage Point Financial LLCPassive
Slight overlap · 3 shared positions
$LEN$SE$GLDM
$285M
176 positions
#15Financial Network Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$SE$GLDM$LEN
$98M
772 positions
#16Archer Investment Management, LLCPassive
Slight overlap · 3 shared positions
$SE$GLDM$LEN
$238M
108 positions
#17KICKSTAND VENTURES, LLC.Active
Slight overlap · 3 shared positions
$GLDM$SE$LEN
$475M
130 positions
#18Richard P Slaughter Associates IncActive
Slight overlap · 3 shared positions
$GLDM$LEN$SE
$463M
99 positions
#19Guidance Point Advisors, LLCActive
Slight overlap · 3 shared positions
$SE$GLDM$LEN
$422M
96 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.