13F Pro

Hedge Funds Similar to HC Advisors

13F Portfolio OverlapQ2 2026HC Advisors portfolio →
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Most similar hedge funds by 13F overlap

HC Advisors, LLC is an institutional investor managing $165M across 62 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 HC Advisors are Wealth Alliance, WEALTHCARE, Basepoint Wealth, with shared positions in $PSLV, $PHYS, $SII, $SO, $TXN, $AXP. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$SII
$215M
99 positions
#2WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$PSLV$PHYS$SO$TXN
$1.1B
105 positions
#3Basepoint Wealth LLCPassive
Notable overlap · 4 shared positions
$PSLV$PHYS$AXP$MMM
$175M
632 positions
#4WIT Partners Advisory Pte. Ltd.Active
Notable overlap · 3 shared positions
$PSLV$PHYS$SII
$213M
16 positions
#5Entruity Wealth, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$WFC
$155M
54 positions
#6Alpha Advisors, LLC/VAActive
Notable overlap · 3 shared positions
$PSLV$PHYS$WFC
$133M
51 positions
#7Forest Hill Capital, LLCSmart money
Notable overlap · 3 shared positions
$PSLV$PHYS$WM
$130M
21 positions
#8SPROTT INC.Active
Notable overlap · 3 shared positions
$SII$PHYS$PSLV
$3.2B
268 positions
#9New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$SII
$633M
68 positions
#10Cedrus Wealth Group LLCActive
Notable overlap · 3 shared positions
$PSLV$SPPP$PHYS
$115M
51 positions
#1149 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$PHYS$PSLV$TXN$BA
$524M
189 positions
#12ALONGSIDE, LLCPassive
Notable overlap · 4 shared positions
$PHYS$PSLV$TXN$BA
$525M
190 positions
#13Hurley Capital, LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$AON
$193M
678 positions
#14Walser Wealth Management Company, A Ltd Liability CoPassive
Notable overlap · 4 shared positions
$PHYS$FCX$SII$PSLV
$241M
215 positions
#15Pacific Sage Partners, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$BA
$705M
127 positions
#16Intesa Sanpaolo Wealth ManagementPassive
Notable overlap · 4 shared positions
$PHYS$AXP$BABA$WM
$500M
309 positions
#17Corecam Pte. Ltd.Passive
Notable overlap · 3 shared positions
$SII$FCX$BABA
$264M
82 positions
#18SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$WFC$PSLV
$524M
174 positions
#19Asset One Wealth Management LLCPassive
Some overlap · 4 shared positions
$SII$PSLV$PHYS$WM
$948M
347 positions
#20Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$PLUG
$240M
74 positions
#21Evanson Asset Management, LLC
Some overlap · 3 shared positions
$PHYS$AXP$PSLV
$1.9B
321 positions
#22ADE, LLCActive
Some overlap · 5 shared positions
$PHYS$SII$PSLV$WM$BA
$237M
93 positions
#23Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$SII$SPPP$PSLV$AXP
$462M
303 positions
#24Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$TXN$SO
$214M
378 positions
#25Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$WFC$BABA
$364M
134 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.