13F Pro

Hedge Funds Similar to Hughes Financial Services

13F Portfolio OverlapQ2 2026Hughes Financial Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hughes Financial Services, LLC is an institutional investor managing $755M across 1,839 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 Hughes Financial Services are Montgomery Financial Services, Innovative Wealth Building, VIRGINIA WEALTH GROUP, with shared positions in $D, $MCD, $PNC, $VZ, $DUK, $LMT. The full ranking of 25 similar funds is below.

#1Montgomery Financial Services LLCActive
Some overlap · 5 shared positions
$D$MCD$PNC$VZ$DUK
$115M
334 positions
#2Innovative Wealth Building LLCSmart money
Some overlap · 4 shared positions
$D$MCD$PNC$VZ
$181M
86 positions
#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$D$MCD$VZ$DUK
$203M
58 positions
#4Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$D$MCD$LMT$VZ$DUK
$723M
260 positions
#5Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$TMO$MCD$LMT$GLW$VZ$DUK
$384M
190 positions
#6ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$D$MCD$VZ$DUK
$646M
122 positions
#7Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$D$MCD$VZ$DUK
$703M
160 positions
#8Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$D$MCD$VZ$DUK
$116M
65 positions
#9GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$D$PNC$GLW$DUK
$1.2B
611 positions
#10Constant Guidance Financial LLCActive
Some overlap · 4 shared positions
$D$TMO$VZ$DUK
$159M
67 positions
#11John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$D$LMT$VZ$DUK
$126M
227 positions
#12Canal Insurance COActive
Some overlap · 4 shared positions
$D$LMT$VZ$DUK
$426M
73 positions
#13Clarion Wealth Managment Partners, LLCActive
Some overlap · 4 shared positions
$D$MCD$GLW$DUK
$124M
87 positions
#14BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$TMO$LMT$VZ$DUK
$453M
121 positions
#15Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$MCD$PNC$LMT$GLW$VZ
$327M
94 positions
#16FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 5 shared positions
$MCD$PNC$LMT$GLW$VZ
$492M
156 positions
#17HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$MCD$PNC$LMT$VZ$DUK
$363M
92 positions
#18PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$MCD$PNC$LMT$VZ$DUK
$651M
207 positions
#19Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$D$MCD$LMT$VZ
$181M
76 positions
#20Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$MCD$LMT$GLW$VZ$DUK
$330M
128 positions
#21BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$MCD$LMT$GLW$VZ$DUK
$504M
136 positions
#22DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$D$MCD$VZ
$1.0B
1,368 positions
#23Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$D$MCD$DUK
$486M
45 positions
#24Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$D$MCD$DUK
$140M
26 positions
#25Juno Financial Group LLCActive
Some overlap · 4 shared positions
$D$FULT$LMT$GLW
$286M
72 positions

Compare Hughes Financial Services’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 Hughes Financial Services’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.