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Hedge Funds Similar to Hardworking Advisors,

13F Portfolio OverlapQ1 2026Hardworking Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Hardworking Capital Advisors, LLC is an institutional investor managing $107M across 83 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 Hardworking Advisors, are DLK Investment ,, Palisade Asset ,, Strive Financial Group ,, with shared positions in $AMGN, $ICE, $MCD, $ITW, $MKC, $DGX. The full ranking of 25 similar funds is below.

#1DLK Investment Management, LLCPassive
Notable overlap · 6 shared positions
$AMGN$ICE$MCD$ITW$MKC$DGX
$253M
92 positions
#2Palisade Asset Management, LLCActive
Notable overlap · 7 shared positions
$AMGN$MCD$ADP$CL$TJX$TSCO
$996M
195 positions
#3Strive Financial Group ,LLCPassive
Notable overlap · 8 shared positions
$AMGN$ICE$ROL$AZO$TSCO$MSCI
$189M
755 positions
#4BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 6 shared positions
$TSCO$AMGN$FAST$KO$ITW$ADP
$222M
34 positions
#5ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$AMGN$MCD$FAST$SBUX$ADP$PSA
$853M
70 positions
#6JGP Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$TSCO$DGX$ITW$ADP$ICE
$961M
223 positions
#7HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$AMGN$TSCO$ROL$ADP$TJX
$407M
49 positions
#8ICW Investment Advisors LLCPassive
Some overlap · 7 shared positions
$MCD$FAST$AMGN$ADP$KO$ITW
$277M
147 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$KO$SBUX$TJX
$353M
78 positions
#10HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$AMGN$MCD$KO$ITW$ADP
$351M
81 positions
#11BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$AMGN$ITW$MCD$ADP$SBUX$TJX
$321M
110 positions
#12NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$ICE$FAST$MCD$KO$SBUX$TJX
$5.1B
203 positions
#13Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$CL$KO$MCD$ITW
$240M
278 positions
#14InvesTrustPassive
Some overlap · 6 shared positions
$MCD$ITW$KO$ADP$SBUX$MMM
$238M
91 positions
#15R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$AMGN$CL$KO$SBUX$ADP
$124M
40 positions
#16First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$AMGN$MCD$FAST$ITW$ADP
$1.2B
70 positions
#17Integras Partners LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$CL$ITW$KO
$152M
69 positions
#18Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$KO$SBUX$TJX
$272M
95 positions
#19Clark & Stuart, IncActive
Some overlap · 7 shared positions
$FAST$KO$ADP$ITW$SJM$MMM
$148M
49 positions
#20Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$KO$ADP$ITW
$245M
98 positions
#21Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ICE$FAST$SBUX$ITW$ADP
$255M
78 positions
#22Oak Asset Management, LLCActive
Some overlap · 4 shared positions
$AMGN$MCD$ICE$FAST
$290M
108 positions
#23Capital Wealth Planning, LLCActive
Some overlap · 5 shared positions
$AMGN$MCD$KO$TJX$FAST
$18.1B
151 positions
#24SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 5 shared positions
$AMGN$MCD$ITW$ADP$BRZE
$1.8B
176 positions
#25LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$MCD$AMGN$ADP$ITW$CL
$260M
101 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.