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Hedge Funds Similar to Hiley Hunt Wealth

13F Portfolio OverlapQ1 2026Hiley Hunt Wealth portfolio →
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Most similar hedge funds by 13F overlap

Hiley Hunt Wealth Management is an institutional investor managing $253M across 49 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 Hiley Hunt Wealth are AMI INVESTMENT, TAGStone ,, Oakworth ,, with shared positions in $COP, $UNP, $EPD, $USB, $KO, $PSLV. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$COP$UNP$EPD
$445M
77 positions
#2TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$COP$UNP$USB
$283M
137 positions
#3Oakworth Capital, Inc.Active
Some overlap · 3 shared positions
$COP$KO$UNP
$1.9B
859 positions
#4Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$COP$USB$KO
$480M
160 positions
#5Stonebridge Capital Advisors LLCPassive
Some overlap · 3 shared positions
$COP$USB$KO
$1.4B
211 positions
#6American Financial Advisors, LLCActive
Some overlap · 3 shared positions
$COP$USB$KO
$750M
159 positions
#7Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$COP$USB$KO$EPD
$284M
125 positions
#8R.H. Investment Group, LLCPassive
Some overlap · 4 shared positions
$COP$UNP$USB$EPD
$130M
45 positions
#9Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$COP$USB$KO$UNP
$160M
82 positions
#10FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$COP$USB$KO
$133M
121 positions
#11North Forty Two & Co.Passive
Some overlap · 3 shared positions
$COP$UNP$USB
$108M
97 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$COP$UNP$KO
$351M
81 positions
#13Chesapeake Wealth ManagementPassive
Some overlap · 3 shared positions
$COP$UNP$KO
$326M
159 positions
#14Northwest Bancshares, Inc.Active
Some overlap · 3 shared positions
$COP$USB$KO
$502M
168 positions
#15Cedar Point Capital Partners, LLCPassive
Some overlap · 3 shared positions
$COP$USB$KO
$154M
71 positions
#16Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$COP$UNP$KO
$325M
57 positions
#17Marion Wealth ManagementPassive
Some overlap · 3 shared positions
$COP$USB$KO
$451M
146 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$COP$PSLV$USB
$115M
98 positions
#19SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$COP$UNP$USB
$728M
79 positions
#20Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$COP$USB$KO
$109M
1,311 positions
#21LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$COP$USB$KO
$197M
223 positions
#22CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 3 shared positions
$COP$USB$VMI
$139M
156 positions
#23HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$COP$UNP$USB$KO
$1.5B
477 positions
#24Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$COP$UNP$EPD
$263M
121 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$COP$UNP$USB$KO
$1.4B
56 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.