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Hedge Funds Similar to William Howard & Financial Advisors

13F Portfolio OverlapQ1 2026William Howard & Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

William Howard & Co Financial Advisors Inc is an institutional investor managing $129M across 54 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 William Howard & Financial Advisors are Brooklyn FI,, HANOVER ADVISORS, Finley Financial,, with shared positions in $EPAM, $SE, $SCHW, $BRZE, $CTVA, $SNOW. The full ranking of 25 similar funds is below.

#1Brooklyn FI, LLCActive
Some overlap · 5 shared positions
$EPAM$SE$SCHW$BRZE$CTVA
$476M
78 positions
#2HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$EPAM$SCHW$SNOW
$246M
118 positions
#3Finley Financial, LLCActive
Some overlap · 4 shared positions
$EPAM$SNOW$CTVA$SE
$214M
107 positions
#4MONEYWISE, INC.Passive
Some overlap · 3 shared positions
$EPAM$SNOW$CTVA
$229M
82 positions
#5KDK Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$EPAM$SNOW$CTVA
$109M
60 positions
#6Strategic Equity ManagementPassive
Some overlap · 3 shared positions
$EPAM$SNOW$CTVA
$266M
70 positions
#7Bricktown Capital, LLCSmart money
Some overlap · 3 shared positions
$EPAM$BRZE$CTVA
$508M
32 positions
#8ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ICFI$SYK$SCHW$IBM
$228M
90 positions
#9jvl associates llcActive
Some overlap · 4 shared positions
$EPAM$ICFI$SNOW$SYK
$298M
63 positions
#10Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SYK$APH$SCHW
$1.2B
95 positions
#11Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$EPAM$SCHW$SNOW
$1.2B
174 positions
#12HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$SYK$APH$SCHW
$182M
329 positions
#13IFG Advisors, LLCActive
Some overlap · 4 shared positions
$ICFI$SCHW$SE$SNOW
$611M
149 positions
#14O'Brien Wealth Partners LLC
Some overlap · 3 shared positions
$EPAM$BRZE$IBM
$756M
110 positions
#15Provenance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$BRZE$IBM
$945M
412 positions
#16NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SYK$SCHW$APH
$2.3B
356 positions
#17Hixon Zuercher, LLCPassive
Some overlap · 3 shared positions
$SYK$SCHW$APH
$321M
85 positions
#18Aquire Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$EPAM$SCHW$APH
$381M
49 positions
#19Foundation Wealth Management, LLC\PAActive
Some overlap · 5 shared positions
$EPAM$SCHW$SE$SNOW$CTVA
$284M
91 positions
#20NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 3 shared positions
$SYK$APH$SE
$676M
125 positions
#21FIRST MERCHANTS CORPActive
Some overlap · 4 shared positions
$APH$SYK$SCHW$SNOW
$2.6B
359 positions
#22Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$ICFI$SE$SCHW$SYK
$378M
200 positions
#23Reliant Investment Management, LLCPassive
Some overlap · 4 shared positions
$SYK$APH$CRWD$IBM
$207M
53 positions
#24SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$SCHW$EPAM$SE$SNOW$CTVA
$125M
39 positions
#25FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$APH$SCHW$SYK
$21.4B
109 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.