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Hedge Funds Similar to HORAN Wealth,

13F Portfolio OverlapQ1 2026HORAN Wealth, portfolio →
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Most similar hedge funds by 13F overlap

HORAN Wealth, LLC is an institutional investor managing $1.1B across 196 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 HORAN Wealth, are BARTLETT & WEALTH, Sandro Wealth, Valley Brook Group,, with shared positions in $TJX, $PANW, $USB, $TMO, $COP, $ASML. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$TJX$PANW$USB$TMO$COP$ASML
$7.8B
1,278 positions
#2Sandro Wealth Management LLCPassive
Some overlap · 7 shared positions
$TJX$NOC$USB$TT$TMO$ASML
$125M
99 positions
#3Valley Brook Capital Group, Inc.Passive
Some overlap · 8 shared positions
$TJX$ITW$TMO$ASML$GE$AMGN
$149M
112 positions
#4TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$WMB$TJX$NOC$USB$AMGN$ABT
$1.2B
215 positions
#5Meiji Yasuda America IncActive
Some overlap · 7 shared positions
$WMB$PANW$TJX$COP$GE$AMGN
$404M
57 positions
#6Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$WMB$NOC$COP$GE$AMGN$NEE
$685M
380 positions
#7Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$TJX$WMB$PANW$TMO$COP$NEE
$943M
155 positions
#8Gs Investments, Inc.Passive
Some overlap · 6 shared positions
$WMB$PANW$USB$TMO$AMGN$NEE
$175M
134 positions
#9Private Capital Advisors, Inc.Smart money
Some overlap · 5 shared positions
$WMB$NOC$PANW$TMO$NEE
$872M
73 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$WMB$TJX$NOC$NEE$ABT
$446M
104 positions
#11BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$TJX$SHEL$USB$COP$NEE$VZ
$199M
110 positions
#12JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$WMB$TJX$ITW$ASML$ABT
$12.4B
810 positions
#13Harrington Investments, INCPassive
Some overlap · 6 shared positions
$TJX$ITW$TMO$ASML$AMGN$VZ
$190M
84 positions
#14CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$WMB$TJX$PANW$VZ$ABT
$1.1B
149 positions
#15SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 5 shared positions
$TJX$NOC$PANW$TMO$NEE
$1.1B
322 positions
#16Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$TT$TMO$ASML$AMGN$SFM
$296M
553 positions
#17DUDLEY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WMB$NOC$GPC$GE$VZ
$227M
139 positions
#18STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 5 shared positions
$TJX$NOC$TT$ASML$GE
$715M
72 positions
#19Clearbridge Investments, LLCPassive
Some overlap · 5 shared positions
$WMB$TJX$TMO$PANW$ASML
$114.9B
690 positions
#20Tandem Investment Partners LLCPassive
Some overlap · 7 shared positions
$TJX$USB$TMO$AMGN$NEE$VZ
$118M
73 positions
#21IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$WMB$PANW$SHEL$AMGN$VZ
$1.1B
203 positions
#22Kennebec Savings BankPassive
Some overlap · 5 shared positions
$WMB$NOC$TMO$COP$NEE
$111M
249 positions
#23Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$TJX$WMB$USB$COP$AMGN
$1.3B
129 positions
#24BCS Private Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$ITW$USB$GPC$TMO$AMGN$VZ
$329M
186 positions
#25MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 5 shared positions
$TJX$PANW$TT$TMO$NEE
$230M
171 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.