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Hedge Funds Similar to Hopwood Financial Services,

13F Portfolio OverlapQ1 2026Hopwood Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Hopwood Financial Services, Inc. is an institutional investor managing $148M across 83 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 Hopwood Financial Services, are Long Island Wealth ,, ATX Financial Planning,, Tandem Wealth Advisors, with shared positions in $LEN, $MAR, $HSY, $HUM, $AMGN, $IBM. The full ranking of 25 similar funds is below.

#1Long Island Wealth Management, Inc.Active
Notable overlap · 6 shared positions
$LEN$MAR$HSY$HUM$AMGN$IBM
$216M
89 positions
#2ATX Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$LEN$MAR$RELX$ABT
$132M
81 positions
#3Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$MAR$HSY
$224M
47 positions
#4Tandem Investment Partners LLCPassive
Notable overlap · 8 shared positions
$MDY$MAR$LOW$AMGN$HUM$ITW
$118M
73 positions
#5Midwestern Financial, LLC /IAActive
Notable overlap · 3 shared positions
$LEN$MAR$HUM
$127M
54 positions
#6Winthrop Advisory Group LLCActive
Notable overlap · 5 shared positions
$LEN$HUM$BRZE$RELX$MDY
$1.2B
195 positions
#7Compass Advisory Group LLCActive
Notable overlap · 5 shared positions
$LEN$SCHW$MAR$HUM$HSY
$374M
86 positions
#8Wealthquest CorpSmart money
Notable overlap · 6 shared positions
$LEN$HSY$AMGN$ABT$HUM$IBM
$1.3B
148 positions
#9Dominguez Wealth Management Solutions, Inc.Active
Notable overlap · 4 shared positions
$LEN$EMR$HUM$IBM
$165M
67 positions
#10Financial Council, LLCActive
Notable overlap · 3 shared positions
$LEN$MAR$ABT
$259M
101 positions
#11WHI TRUST Co LLCSmart money
Some overlap · 5 shared positions
$LEN$AMGN$HUM$MAR$HSY
$133M
88 positions
#12Abundance Wealth CounselorsActive
Some overlap · 5 shared positions
$LEN$AMGN$MAR$NVS$IBM
$697M
246 positions
#13Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$MDY$MAR$HUM
$145M
35 positions
#14Physician Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LEN$MAR$SCHW
$719M
2,057 positions
#15Alpha Wealth Funds, LLCActive
Some overlap · 4 shared positions
$MDY$LOW$AMGN$ABT
$149M
41 positions
#16LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$HSY$EMR
$199M
110 positions
#17Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$MDY$SCHW$BRZE$IBM
$114M
84 positions
#18Conservest Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$MDY$SCHW$HUM$MAR
$1.1B
127 positions
#19Reyes Financial Architecture, Inc.Passive
Some overlap · 4 shared positions
$LEN$AMGN$HUM$IBM
$122M
348 positions
#20Dentgroup LLC
Some overlap · 4 shared positions
$LEN$MDY$HUM$MAR
$146M
93 positions
#21Madison Park Capital Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$HUM$BRZE$MAR
$127M
62 positions
#22INVESTED ADVISORSPassive
Some overlap · 5 shared positions
$LEN$HSY$SCHW$AMGN$NVS
$99M
138 positions
#23Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$HSY$AMGN$IBM
$938M
146 positions
#24Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 6 shared positions
$MAR$MDY$SCHW$AMGN$HSY$IBM
$257M
109 positions
#25Sageworth Trust CoActive
Some overlap · 5 shared positions
$LEN$BRZE$MDY$ABT$MAR
$2.3B
172 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.