13F Pro

Hedge Funds Similar to Hershey Financial Advisers

13F Portfolio OverlapQ2 2026Hershey Financial Advisers portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hershey Financial Advisers, LLC is an institutional investor managing $139M across 85 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 Hershey Financial Advisers are Mizuho Markets Cayman, VMS Asset Limited, Retireful, with shared positions in $DELL, $WDC, $MRVL, $CRWD, $FIX, $JBHT. The full ranking of 25 similar funds is below.

#1Mizuho Markets Cayman LPActive
Notable overlap · 3 shared positions
$DELL$WDC$MRVL
$2.7B
95 positions
#2VMS Asset Management LimitedActive
Notable overlap · 5 shared positions
$WDC$CRWD$FIX$DELL$MRVL
$264M
32 positions
#3Retireful, LLCPassive
Notable overlap · 6 shared positions
$WDC$DELL$FIX$CRWD$JBHT$MRVL
$116M
86 positions
#4CMC Financial GroupActive
Notable overlap · 6 shared positions
$WDC$DELL$CRWD$JBHT$ON$FIX
$52M
45 positions
#5Dedeker Financial LLCActive
Notable overlap · 4 shared positions
$WDC$CRWD$FIX$MRVL
$176M
56 positions
#6KEYSTONE INVESTORS PTE LTDActive
Notable overlap · 3 shared positions
$WDC$FIX$MRVL
$1.9B
84 positions
#7Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$DELL$FIX$MRVL
$334M
81 positions
#8Alta Park Capital, LPActive
Notable overlap · 3 shared positions
$WDC$ON$MRVL
$1.1B
27 positions
#9WIN ADVISORS, INCActive
Notable overlap · 4 shared positions
$CRWD$WDC$DELL$MRVL
$281M
75 positions
#10PRAKASH INVESTMENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$CRWD$FIX$WDC$MRVL
$165M
86 positions
#11Beck Bode, LLCPassive
Notable overlap · 4 shared positions
$CRWD$JBHT$WDC$DELL
$660M
108 positions
#12Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Notable overlap · 3 shared positions
$CRWD$WDC$MRVL
$1.8B
43 positions
#13CHAPIN DAVIS, INC.Passive
Notable overlap · 3 shared positions
$WDC$DELL$MRVL
$520M
258 positions
#14PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$JBHT$CRWD$FIX$WDC$DELL
$389M
77 positions
#15Stone Wealth PartnersActive
Some overlap · 3 shared positions
$WDC$DELL$ON
$137M
63 positions
#16Fedenia Advisers LLCActive
Some overlap · 4 shared positions
$WDC$FIX$DELL$MRVL
$425M
121 positions
#17Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$WDC$DELL$CRWD$FIX$MRVL
$147M
69 positions
#18Bellwether Advisors, LLCActive
Some overlap · 3 shared positions
$WDC$DELL$FIX
$675M
167 positions
#19Kaufman Rossin Wealth, LLCActive
Some overlap · 4 shared positions
$FIX$WDC$DELL$JBHT
$247M
180 positions
#20HBE Wealth Management, LLCActive
Some overlap · 3 shared positions
$FIX$JBHT$WDC
$139M
59 positions
#21Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$ON$CRWD$MRVL
$311M
183 positions
#22Triton Financial Group IncPassive
Some overlap · 3 shared positions
$DELL$CRWD$MRVL
$174M
99 positions
#23Braeburn Wealth Management LLCActive
Some overlap · 5 shared positions
$FIX$CRWD$DELL$WDC$MRVL
$236M
98 positions
#24RED REEF ADVISORS LLCPassive
Some overlap · 3 shared positions
$DELL$CRWD$MRVL
$108M
183 positions
#25Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$DELL$MRVL
$868M
1,314 positions

Compare Hershey Financial Advisers’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Hershey Financial Advisers’s holdings

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.