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Hedge Funds Similar to Holcombe Financial

13F Portfolio OverlapQ2 2026Holcombe Financial portfolio →
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Most similar hedge funds by 13F overlap

Holcombe Financial, Inc. is an institutional investor managing $177M across 51 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 Holcombe Financial are HC Advisors, Sky Investment Group, Adalta, with shared positions in $SII, $SO, $AXP, $DUK. The full ranking of 14 similar funds is below.

#1HC Advisors, LLCActive
Some overlap · 3 shared positions
$SII$SO$AXP
$165M
62 positions
#2Sky Investment Group LLCPassive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$637M
146 positions
#3Adalta Capital Management LLCPassive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$228M
103 positions
#4Global Wealth Management Investment Advisory, Inc.Passive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$703M
160 positions
#5VAUGHAN DAVID INVESTMENTS LLC/ILActive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$5.0B
245 positions
#6MORTON COMMUNITY BANKPassive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$491M
120 positions
#7Griffith & Werner, Inc.Passive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$213M
71 positions
#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$213M
124 positions
#9BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$263M
90 positions
#10LongView Wealth ManagementPassive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$390M
227 positions
#11Good Steward Wealth Advisors,LLCActive
Slight overlap · 3 shared positions
$SO$DUK$AXP
$166M
71 positions
#12CHEMUNG CANAL TRUST COActive
Slight overlap · 3 shared positions
$DUK$SO$AXP
$541M
111 positions
#13Constitution Capital LLCActive
Slight overlap · 3 shared positions
$DUK$SO$AXP
$195M
62 positions
#14Thomasville National BankPassive
Slight overlap · 3 shared positions
$DUK$AXP$SO
$1.8B
241 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.