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Hedge Funds Similar to Hershey Financial Advisers,

13F Portfolio OverlapQ1 2026Hershey Financial Advisers, portfolio →
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Most similar hedge funds by 13F overlap

Hershey Financial Advisers, LLC is an institutional investor managing $116M across 80 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 Hershey Financial Advisers, are WIN ADVISORS,, Retireful,, Jericho Asset, with shared positions in $GEV, $GLW, $LUV, $WT, $FITB, $WDC. The full ranking of 25 similar funds is below.

#1WIN ADVISORS, INCPassive
Notable overlap · 9 shared positions
$GEV$GLW$LUV$WT$FITB$WDC
$219M
78 positions
#2Retireful, LLCPassive
Notable overlap · 8 shared positions
$WDC$AMAT$GLW$GEV$WT$MAR
$71M
84 positions
#3Jericho Capital Asset Management L.P.Active
Notable overlap · 4 shared positions
$APP$AMAT$WDC$SNOW
$6.8B
23 positions
#4SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 6 shared positions
$APP$FITB$SCHW$SNOW$SOLV$DDOG
$119M
61 positions
#5Maytus Capital Management, LLCPassive
Notable overlap · 6 shared positions
$AMAT$DELL$WDC$GLW$TXN$DDOG
$562M
62 positions
#6William Allan CorpPassive
Notable overlap · 4 shared positions
$AMAT$DELL$SCHW$HSY
$169M
59 positions
#7Next Level Private LLCPassive
Notable overlap · 5 shared positions
$FITB$GEV$WT$HSY$AMAT
$443M
175 positions
#8Gunderson Capital Management Inc.Passive
Notable overlap · 4 shared positions
$AMAT$DELL$GEV$MU
$239M
46 positions
#9Triton Financial Group IncPassive
Notable overlap · 3 shared positions
$APP$GEV$WT
$57M
62 positions
#10Family Legacy, Inc.Passive
Notable overlap · 5 shared positions
$AMAT$GEV$APP$SNOW$SCHW
$333M
124 positions
#11Hobart Private Capital, LLCPassive
Notable overlap · 7 shared positions
$FITB$WT$MAR$COP$SNOW$DDOG
$509M
132 positions
#12Emissary Wealth LLCPassive
Notable overlap · 4 shared positions
$APP$GLW$SNOW$MAR
$107M
54 positions
#13WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$APP$WDC$GLW
$43.8B
263 positions
#14Meadowbrook Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$APP$GEV$GLW$MU
$75M
65 positions
#15Del-Sette Capital Management, LLCActive
Notable overlap · 4 shared positions
$FITB$APA$WT$SCHW
$167M
44 positions
#16Zweig-DiMenna Associates LLCPassive
Notable overlap · 3 shared positions
$APP$AMAT$MU
$722M
61 positions
#17CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$APP$SCHW$COP$DDOG
$363M
102 positions
#18Beacon Capital Management, Inc.Active
Some overlap · 7 shared positions
$SCHW$MAR$HSY$SNOW$COP$UPST
$1.8B
57 positions
#19CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$AMAT$GLW$SCHW$HSY
$1.4B
80 positions
#20KADENSA CAPITAL LtdActive
Some overlap · 5 shared positions
$GEV$GLW$APP$ALB$UPST
$718M
39 positions
#21Mach-1 Financial Group, LLCPassive
Some overlap · 5 shared positions
$FITB$WT$SNOW$SCHW$TXN
$284M
161 positions
#22Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$GEV$WDC$GLW$ALB$MU
$133M
81 positions
#23Garner Asset Management CorpPassive
Some overlap · 7 shared positions
$GLW$AMAT$DELL$SCHW$FDX$COP
$255M
156 positions
#24MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 6 shared positions
$AMAT$GLW$TXN$COP$HSY$MU
$176M
81 positions
#25Graney & King, LLCActive
Some overlap · 4 shared positions
$APP$SNOW$GEV$COP
$186M
370 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.