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Hedge Funds Similar to Hopwood Financial Services

13F Portfolio OverlapQ2 2026Hopwood Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Hopwood Financial Services, Inc. is an institutional investor managing $173M across 92 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 Hopwood Financial Services are LCM, Portland Global Advisors, Arvest Bank Division, with shared positions in $MDY, $EMR, $PEP, $QCOM, $AMGN, $CL. The full ranking of 25 similar funds is below.

#1LCM Capital Management IncActive
Notable overlap · 4 shared positions
$MDY$EMR$PEP$QCOM
$235M
125 positions
#2Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$AMGN$CL
$1.1B
154 positions
#3Arvest Bank Trust DivisionPassive
Notable overlap · 3 shared positions
$MDY$LOW$AXP
$2.1B
240 positions
#4Tandem Investment Partners LLCActive
Notable overlap · 5 shared positions
$MDY$AMGN$LOW$ITW$AXP
$129M
76 positions
#5OFS Enterprise LLCActive
Notable overlap · 3 shared positions
$MDY$AXP$LOW
$382M
104 positions
#6TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$MDY$ABT$PEP
$667M
135 positions
#7Conservest Capital Advisors, Inc.Active
Notable overlap · 3 shared positions
$MDY$AON$AMGN
$1.3B
132 positions
#8Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$PEP$QCOM
$206M
309 positions
#9IFG Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$AXP$AON
$730M
161 positions
#10Hummer Financial Advisory Services IncActive
Notable overlap · 3 shared positions
$MDY$QCOM$ABT
$153M
127 positions
#11SMITH, MOORE & CO.Passive
Notable overlap · 4 shared positions
$MDY$ITW$EMR$PEP
$1.5B
586 positions
#12Hills Bank & Trust CoActive
Notable overlap · 3 shared positions
$MDY$ITW$PEP
$2.3B
383 positions
#13Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$AXP$QCOM
$418M
232 positions
#14Curbstone Financial Management CorpPassive
Notable overlap · 4 shared positions
$MDY$PEP$CL$ABT
$579M
202 positions
#15Paulson Wealth Management Inc.Active
Notable overlap · 3 shared positions
$MDY$AMGN$QCOM
$471M
146 positions
#16ARBOR TRUST WEALTH ADVISORS, LLCPassive
Notable overlap · 6 shared positions
$MDY$LOW$SCHW$PEP$AXP$ABT
$248M
96 positions
#17Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$EMR$ABT
$849M
165 positions
#18Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$AMGN$TROW$AXP$QCOM
$241M
98 positions
#19Wilson & Boucher Capital Management, LLCPassive
Some overlap · 9 shared positions
$ITW$LOW$PEP$AMGN$SCHW$EMR
$170M
121 positions
#20TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$PEP$AMGN
$288M
94 positions
#21TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$ITW$EMR
$181M
134 positions
#22Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$PEP$AMGN$QCOM$ABT
$122M
92 positions
#23Cambridge Advisors Inc.Active
Some overlap · 7 shared positions
$MDY$LOW$AMGN$ITW$PEP$NVS
$581M
182 positions
#24BARRETT & COMPANY, INC.Passive
Some overlap · 4 shared positions
$MDY$EMR$QCOM$AON
$366M
671 positions
#25Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$MDY$BAH$AXP$QCOM
$295M
138 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.