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Hedge Funds Similar to HICKS

13F Portfolio OverlapQ1 2026HICKS portfolio →
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Most similar hedge funds by 13F overlap

HICKS CAPITAL MANAGEMENT LLC is an institutional investor managing $100M across 37 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 HICKS are Evergreen Wealth ,, Reality Financial Planning Services,, Ariston Services Group, with shared positions in $KKR, $HUM, $REGN, $SNOW, $FITB. The full ranking of 25 similar funds is below.

#1Evergreen Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$KKR$HUM$REGN$SNOW
$194M
54 positions
#2Reality Financial Planning Services, LLCSmart money
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$104M
20 positions
#3Ariston Services GroupActive
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$167M
71 positions
#4Human Investing LLCSmart money
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$687M
96 positions
#5Cornerstone Advisory, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$1.1B
262 positions
#6Joel Isaacson & Co., LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$3.0B
455 positions
#7Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$341M
64 positions
#8Selby Wealth Management, LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$254M
81 positions
#9High Net Worth Advisory Group LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$REGN
$429M
244 positions
#10City State BankPassive
Notable overlap · 3 shared positions
$HUM$KKR$SNOW
$385M
784 positions
#11Forum Private Client Group LLCActive
Notable overlap · 4 shared positions
$KKR$HUM$FITB$SNOW
$300M
80 positions
#12Hofer & Associates. IncActive
Some overlap · 3 shared positions
$HUM$KKR$REGN
$186M
64 positions
#13Capital Advisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HUM$KKR$SNOW
$745M
219 positions
#14Financially in Tune, LLCActive
Some overlap · 3 shared positions
$KKR$HUM$FITB
$116M
77 positions
#15Wilkins Miller Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KKR$HUM$SNOW
$165M
89 positions
#16White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$KKR$HUM$SNOW
$721M
145 positions
#17Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$HUM$KKR$SNOW
$109M
1,311 positions
#18HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$HUM$KKR$SNOW
$246M
118 positions
#19Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$KKR$HUM$SNOW
$123M
111 positions
#20Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$KKR$HUM$SNOW
$269M
506 positions
#21Darrow Company, Inc.Active
Some overlap · 3 shared positions
$KKR$SNOW$HUM
$222M
56 positions
#22SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$KKR$SNOW$HUM
$271M
123 positions
#23Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$HUM$REGN$SNOW
$200M
119 positions
#24Decker Wealth Management LLCPassive
Some overlap · 3 shared positions
$KKR$REGN$HUM
$441M
105 positions
#25NOVEM GROUPPassive
Some overlap · 3 shared positions
$KKR$HUM$SNOW
$873M
437 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.