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Hedge Funds Similar to HBE Wealth

13F Portfolio OverlapQ2 2026HBE Wealth portfolio →
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Most similar hedge funds by 13F overlap

HBE Wealth Management, LLC is an institutional investor managing $139M across 59 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 HBE Wealth are COGENT STRATEGIC WEALTH, Hershey Financial Advisers, Kaufman Rossin Wealth, with shared positions in $FIX, $WDC, $BMY, $CB, $FTI, $JBHT. The full ranking of 25 similar funds is below.

#1COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 5 shared positions
$FIX$WDC$BMY$CB$FTI
$105M
58 positions
#2Hershey Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$FIX$JBHT$WDC
$139M
85 positions
#3Kaufman Rossin Wealth, LLCActive
Some overlap · 4 shared positions
$FIX$WDC$JBHT$FTI
$211M
112 positions
#4Retireful, LLCPassive
Some overlap · 3 shared positions
$FIX$WDC$JBHT
$107M
81 positions
#5Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$FIX$WDC$FTI
$590M
131 positions
#6Caerus Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$FIX$WDC$JBHT$FTI$CB$BMY
$300M
339 positions
#7Wakefield Asset Management LLLPPassive
Some overlap · 4 shared positions
$WDC$FTI$BMY$FIX
$444M
225 positions
#8FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$WDC$FIX$JBHT$BMY$FTI$CB
$326M
109 positions
#9Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FIX$WDC$FTI
$161M
56 positions
#10Bull Harbor Capital LLCPassive
Some overlap · 6 shared positions
$FIX$WDC$JBHT$BMY$CB$FTI
$513M
552 positions
#11CMC Financial GroupActive
Some overlap · 3 shared positions
$WDC$JBHT$FIX
$52M
45 positions
#12Bellars Harris Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FIX$FTI$BMY
$491M
96 positions
#13Lifestyle Asset Management, Inc.Active
Some overlap · 3 shared positions
$FIX$WDC$FTI
$372M
129 positions
#14BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$CB$QCOM$BMY
$2.5B
270 positions
#15Essential Partners LLCPassive
Some overlap · 6 shared positions
$FIX$JBHT$WDC$CB$BMY$FTI
$217M
2,853 positions
#16Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$FIX$AME$CB
$452M
134 positions
#17PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$JBHT$FIX$WDC
$462M
86 positions
#18Horizon Investment Services, LLCPassive
Some overlap · 3 shared positions
$FIX$CB$FTI
$360M
143 positions
#19Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$WDC$QCOM$BMY
$501M
106 positions
#20TODD ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CB$QCOM$FTI
$5.6B
182 positions
#21Allegiance Financial Group Advisory Services LLCActive
Some overlap · 4 shared positions
$FIX$BMY$WDC$JBHT
$578M
205 positions
#22JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$WDC$FIX$JBHT$BMY$CB$FTI
$1.3B
417 positions
#23STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$BMY$FTI$WDC
$125M
93 positions
#24Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$QCOM$BMY$WDC
$259M
118 positions
#25MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$AME$FIX$FTI
$582M
170 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.