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Hedge Funds Similar to HFM Investment Advisors

13F Portfolio OverlapQ2 2026HFM Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

HFM Investment Advisors, LLC is an institutional investor managing $285M across 1,293 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 HFM Investment Advisors are RETIREMENT STRATEGIES, Newton One Investments, HOGE FINANCIAL SERVICES, with shared positions in $DOV, $MMM, $SOLV, $CEG, $EXC, $VZ. The full ranking of 25 similar funds is below.

#1RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$DOV$MMM$SOLV
$288M
68 positions
#2Newton One Investments LLCActive
Notable overlap · 6 shared positions
$DOV$CEG$EXC$VZ$PWR$MCD
$397M
146 positions
#3HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$DOV$ROK$MCD
$209M
83 positions
#4PLANNING DIRECTIONS INCActive
Notable overlap · 4 shared positions
$DOV$CEG$EXC$MCD
$216M
110 positions
#5SilverOak Wealth Management LLCActive
Notable overlap · 4 shared positions
$DOV$MMM$ROK$SOLV
$777M
126 positions
#6Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$BMY$NOC
$151M
58 positions
#7DC Investments Management, LLCActive
Notable overlap · 3 shared positions
$DOV$EXC$ED
$293M
55 positions
#8Vantage Point Financial LLCPassive
Notable overlap · 3 shared positions
$DOV$ROK$MCD
$328M
188 positions
#9American National Bank of TexasActive
Notable overlap · 3 shared positions
$DOV$PWR$MCD
$110M
56 positions
#10Luminist Capital LLCActive
Notable overlap · 3 shared positions
$DOV$MMM$MCD
$89M
418 positions
#11Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$MCD$RSG
$208M
60 positions
#12NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$MMM$MCD
$270M
74 positions
#13Affiance Financial, LLCSmart money
Notable overlap · 3 shared positions
$DOV$MMM$MCD
$695M
111 positions
#14Goldstone Financial Group, LLCPassive
Notable overlap · 3 shared positions
$DOV$CRWD$MCD
$1.1B
243 positions
#15Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$DOV$CEG$EXC
$181M
29 positions
#16Frisch Financial Group, Inc.Passive
Some overlap · 5 shared positions
$DOV$ELV$ED$VZ$MCD
$583M
187 positions
#17Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$NOC$CEG$VZ
$226M
97 positions
#18St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$BMY$VZ
$875M
125 positions
#19Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$MMM$MCD
$212M
171 positions
#20Accredited Investors Inc.Active
Some overlap · 3 shared positions
$DOV$MMM$PWR
$2.3B
299 positions
#21M. Kraus & CoPassive
Some overlap · 3 shared positions
$ROK$RSG$VZ
$377M
86 positions
#22ASO GROUP LtdSmart money
Some overlap · 4 shared positions
$MMM$BMY$SOLV$ELV
$236M
56 positions
#23SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$DOV$VZ$CRWD
$4.4B
4,072 positions
#24Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$MMM$MCD
$277M
87 positions
#25Windle Wealth, LLCActive
Some overlap · 4 shared positions
$MMM$ED$VZ$MCD
$249M
35 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.