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Hedge Funds Similar to Hegarty Advisors

13F Portfolio OverlapQ3 2026Hegarty Advisors portfolio →
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Most similar hedge funds by 13F overlap

Hegarty Advisors, LLC is an institutional investor managing $162M across 65 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hegarty Advisors are MYECFO, American National Bank of Texas, 3EDGE Asset, with shared positions in $DOV, $GLDM, $SIVR, $MDY, $NOTV. The full ranking of 20 similar funds is below.

#1MYECFO, LLCSmart money
Substantial overlap · 3 shared positions
$DOV$GLDM$SIVR
$266M
72 positions
#2American National Bank of TexasActive
Substantial overlap · 3 shared positions
$DOV$GLDM$MDY
$109M
52 positions
#33EDGE Asset Management, LPActive
Substantial overlap · 3 shared positions
$DOV$GLDM$MDY
$2.2B
94 positions
#4Leading Edge Financial Planning LLCActive
Notable overlap · 3 shared positions
$DOV$GLDM$SIVR
$483M
72 positions
#5New England Private Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$GLDM$MDY
$1.0B
205 positions
#6Austin Wealth Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$DOV$NOTV
$473M
126 positions
#7FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$MDY
$698M
153 positions
#8Integrity Wealth Solutions LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$MDY
$271M
129 positions
#9Apeiron RIA LLCActive
Some overlap · 3 shared positions
$SIVR$GLDM$MDY
$440M
136 positions
#10MAI Capital ManagementPassive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$26.6B
2,108 positions
#11FF Advisors,LLCActive
Some overlap · 3 shared positions
$NOTV$DOV$MDY
$273M
125 positions
#12Genesis Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$167M
72 positions
#13FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$DOV$NOTV$MDY
$2.0B
420 positions
#14Gambit Capital Management, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$172M
103 positions
#15Acorn Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$SIVR$MDY$GLDM
$407M
302 positions
#16VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$DOV$MDY$GLDM
$29.4B
715 positions
#17Crews Bank & TrustPassive
Slight overlap · 3 shared positions
$NOTV$MDY$DOV
$766M
662 positions
#18Glassman Wealth ServicesActive
Slight overlap · 3 shared positions
$MDY$GLDM$DOV
$835M
236 positions
#19DV Trading LLCPassive
Slight overlap · 3 shared positions
$GLDM$MDY$DOV
$3.1B
514 positions
#20Betterment LLCActive
Slight overlap · 3 shared positions
$DOV$GLDM$SIVR
$59.1B
675 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.