13F Pro

Hedge Funds Similar to HBW Advisory Services

13F Portfolio OverlapQ2 2026HBW Advisory Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HBW Advisory Services LLC is an institutional investor managing $1.1B across 463 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 HBW Advisory Services are Soltis Investment Advisors, EDMP, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $C, $AEP, $PEP, $ASML, $ENB, $O. The full ranking of 25 similar funds is below.

#1Soltis Investment Advisors LLCPassive
Some overlap · 7 shared positions
$C$AEP$PEP$ASML$ENB$O
$1.8B
648 positions
#2EDMP, INC.Passive
Some overlap · 7 shared positions
$C$MO$PEP$O$OMC$T
$124M
70 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 7 shared positions
$C$MO$AEP$T$MCD$VZ
$1.7B
256 positions
#4TrueMark Investments, LLCPassive
Some overlap · 7 shared positions
$MO$AEP$PEP$ASML$ENB$VZ
$798M
187 positions
#5OPAL CAPITAL LLCPassive
Some overlap · 7 shared positions
$MO$AEP$PEP$ASML$ENB$VZ
$560M
136 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 7 shared positions
$C$MO$PEP$MCD$VZ$TGT
$181M
81 positions
#7Hayek Kallen Investment ManagementActive
Some overlap · 7 shared positions
$C$MO$PEP$MCD$VZ$USB
$330M
97 positions
#8Wolff Financial Management LLCActive
Some overlap · 7 shared positions
$MO$AEP$PEP$MCD$VZ$USB
$501M
106 positions
#9Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$MO$PEP$O$MCD$VZ$USB
$319M
130 positions
#10Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$C$MO$PEP$O$MCD$USB
$334M
127 positions
#11Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$C$MO$PEP$T$MCD$VZ
$186M
123 positions
#12Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$C$MO$PEP$T$VZ$UPS
$882M
88 positions
#13Richard W. Paul & Associates, LLCPassive
Some overlap · 6 shared positions
$ULTA$MO$ASML$VZ$TGT$UPS
$327M
320 positions
#14SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$C$PEP$ENB$O$VZ$UPS
$296M
134 positions
#15AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$C$MO$OMC$T$VZ$TGT
$197M
140 positions
#16MainStreet Investment Advisors LLCActive
Some overlap · 6 shared positions
$MO$AEP$PEP$ENB$MCD$USB
$734M
166 positions
#17TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$MO$PEP$ENB$O$T$VZ
$2.1B
289 positions
#181834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$C$MO$T$VZ$USB$TGT
$883M
211 positions
#19Finer Wealth Management, Inc.Active
Some overlap · 6 shared positions
$MO$PEP$ASML$T$MCD$VZ
$224M
88 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$C$PEP$T$MCD$VZ$UPS
$233M
122 positions
#21Windle Wealth, LLCActive
Some overlap · 6 shared positions
$MO$PEP$O$T$MCD$VZ
$249M
35 positions
#22Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$AEP$PEP$ENB$O$MCD$VZ
$397M
167 positions
#23Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$C$PEP$T$VZ$TGT$UPS
$316M
157 positions
#24DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$MO$PEP$O$OMC$VZ$TGT
$242M
170 positions
#25WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MO$PEP$ULTA$MCD$VZ$TGT
$164M
153 positions

Compare HBW Advisory Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HBW Advisory Services’s holdings

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.