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 HFM Investment Advisors,

13F Portfolio OverlapQ1 2026HFM Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

HFM Investment Advisors, LLC is an institutional investor managing $260M across 1,210 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 HFM Investment Advisors, are RETIREMENT STRATEGIES, Long Island Wealth ,, DC Investments ,, with shared positions in $DOV, $MMM, $GEV, $GE, $SOLV, $IBM. The full ranking of 25 similar funds is below.

#1RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 5 shared positions

$DOV $MMM $GEV $GE $SOLV

$265M

62 positions

#2Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$DOV $IBM $ED

$216M

89 positions

#3DC Investments Management, LLCActive

Notable overlap · 3 shared positions

$DOV $EXC $ED

$261M

76 positions

#4Prentice Wealth Management LLCActive

Notable overlap · 3 shared positions

$DOV $IBM $GE

$443M

117 positions

#5BRANDYWINE TRUST COSmart money

Notable overlap · 4 shared positions

$DOV $GE $GEV $GEHC

$552M

31 positions

#6Alta Advisers LtdActive

Notable overlap · 3 shared positions

$DOV $AMD $GE

$276M

206 positions

#7London & Capital Asset Management LtdActive

Notable overlap · 6 shared positions

$GE $GEV $IBM $AMD $GEHC $TMO

$9.2B

223 positions

#8Next Level Private LLCPassive

Notable overlap · 4 shared positions

$GE $GEV $IBM $BMY

$443M

175 positions

#9GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DOV $AMD $IBM

$220M

30 positions

#10Andrew Hill Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$GEV $GE $CEG $IBM $AMD

$112M

54 positions

#11Newport Trust Company, LLCSmart money

Notable overlap · 5 shared positions

$GE $GEV $MMM $ELV $ED

$40.7B

64 positions

#12Night Owl Capital Management, LLCActive

Notable overlap · 4 shared positions

$GE $GEV $CEG $GEHC

$858M

30 positions

#13TRUSTCO BANK CORP N YPassive

Notable overlap · 3 shared positions

$GE $GEV $IBM

$113M

71 positions

#14Tempus Wealth Planning, LLCPassive

Notable overlap · 4 shared positions

$GE $GEV $ROK $GEHC

$435M

270 positions

#15Codex Capital Asset Management L.L.C.Active

Notable overlap · 4 shared positions

$GE $GEV $GEHC $TMO

$259M

31 positions

#16TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 4 shared positions

$GE $GEV $ELV $GEHC

$200M

110 positions

#17CapWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GEV $IBM $GE $CEG

$1.3B

118 positions

#18HOERTKORN RICHARD CHARLESActive

Notable overlap · 3 shared positions

$GE $GEV $AMD

$122M

75 positions

#19CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$GEV $IBM $CEG $TMO

$60M

36 positions

#20RWQ Financial Management Services, Inc.Active

Notable overlap · 3 shared positions

$GEV $GE $CEG

$153M

22 positions

#21October Effect LtdPassive

Notable overlap · 3 shared positions

$GEV $GE $AMD

$87M

64 positions

#22HERBST GROUP, LLCPassive

Some overlap · 3 shared positions

$GEV $GE $CEG

$162M

59 positions

#23KADENSA CAPITAL LtdActive

Some overlap · 3 shared positions

$GE $GEV $AMD

$718M

39 positions

#24WHITE PINE CAPITAL LLCPassive

Some overlap · 6 shared positions

$MMM $GE $IBM $GEV $AMD $VZ

$355M

228 positions

#25Gunderson Capital Management Inc.Passive

Some overlap · 3 shared positions

$GEV $GE $AMD

$239M

46 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.