How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Hughes Financial Services,

13F Portfolio OverlapQ1 2026Hughes Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Hughes Financial Services, LLC is an institutional investor managing $651M across 1,720 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 Hughes Financial Services, are Quadcap Wealth ,, Spectrum Wealth Advisory Group,, Madson Wealth Advisors, with shared positions in $SOLV, $MS, $NTRB, $LMT, $XYZ, $D. The full ranking of 25 similar funds is below.

#1Quadcap Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SOLV $MS $NTRB $LMT

$879M

398 positions

#2Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$SOLV $XYZ $D

$269M

58 positions

#3Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$SOLV $MS $HUM $KO

$120M

84 positions

#4Strategent Financial, LLCActive

Notable overlap · 3 shared positions

$SOLV $MKL $HUM

$147M

41 positions

#5Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SOLV $MS $HUM

$98M

68 positions

#6Madrid Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $SOLV $NOW $GE $MUFG

$133M

70 positions

#7Goldstone Financial Group, LLCPassive

Notable overlap · 4 shared positions

$SOLV $XYZ $MKL $MS

$922M

228 positions

#8KELLY FINANCIAL GROUP LLCActive

Notable overlap · 3 shared positions

$SOLV $KO $MCD

$398M

100 positions

#9RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$SOLV $MS $HUM $NOW

$1.3B

176 positions

#10SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $MKL $HUM

$103M

37 positions

#11Balanced Rock Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $XYZ $NTRB $NOW $MUFG

$143M

96 positions

#12Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 4 shared positions

$SOLV $XYZ $HUM $NOW

$436M

125 positions

#13Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$SOLV $GMM $VZ

$515M

135 positions

#14Valley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$MS $MKL $GMM $VZ

$185M

63 positions

#15Ledyard National BankPassive

Notable overlap · 3 shared positions

$MS $SOLV $HUM

$1.2B

236 positions

#16Seven Springs Wealth Group, LLCActive

Notable overlap · 6 shared positions

$MS $HUM $MKL $KO $GE $VZ

$432M

81 positions

#17Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$SOLV $HUM $MS

$732M

125 positions

#18Adirondack Capital Advisors, LLCSmart money

Notable overlap · 5 shared positions

$MS $HUM $MKL $NTRB $GE

$156M

44 positions

#19Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $HUM $KO $MCD $LMT

$124M

101 positions

#20FC Advisory LLCActive

Notable overlap · 5 shared positions

$MS $MKL $HUM $GMM $NTRB

$342M

115 positions

#21ProVise Management Group, LLCPassive

Notable overlap · 3 shared positions

$MS $HUM $GMM

$1.4B

261 positions

#22Strategies Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $KO $GE

$995M

193 positions

#23Capital Planning LLCActive

Notable overlap · 4 shared positions

$MS $HUM $NTRB $GE

$307M

82 positions

#24CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$MS $HUM $MCD $LMT

$363M

102 positions

#25KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $KO

$147M

89 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.