13F Pro

Hedge Funds Similar to Hedeker Wealth

13F Portfolio OverlapQ3 2026Hedeker Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hedeker Wealth, LLC is an institutional investor managing $545M across 93 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 Hedeker Wealth are ELLERSON GROUP, Firsthand, Philadelphia Investment Partners, with shared positions in $PLTR, $ASML, $BX, $KMI, $COHR, $UBER. The full ranking of 25 similar funds is below.

#1ELLERSON GROUP INC /ADVPassive
Notable overlap · 4 shared positions
$PLTR$ASML$BX$KMI
$169M
64 positions
#2Firsthand Capital Management, Inc.Active
Notable overlap · 4 shared positions
$COHR$ASML$PLTR$UBER
$63M
54 positions
#3Philadelphia Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$PLTR$URI$BX$IBKR$FCX
$161M
189 positions
#4ATWOOD & PALMER INCPassive
Notable overlap · 5 shared positions
$PLTR$URI$GNRC$VRTX$UBER
$1.9B
496 positions
#5Dedeker Financial LLCActive
Notable overlap · 3 shared positions
$COHR$FIX$PLTR
$176M
56 positions
#6FFG Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$ASML$GNRC
$338M
50 positions
#7Evercore Wealth Management, LLCActive
Notable overlap · 6 shared positions
$FIX$BX$GNRC$MS$BLK$UBER
$7.1B
433 positions
#8PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$PLTR$TWLO$MS$FCX$UBER
$3.2B
77 positions
#9Freedom Day Solutions, LLCActive
Notable overlap · 5 shared positions
$FIX$ASML$MS$IBKR$VRTX
$455M
133 positions
#10Benchmark Investment Advisors LLCActive
Notable overlap · 5 shared positions
$FIX$URI$PLTR$ASML$UBER
$228M
70 positions
#11UNICOM Systems, Inc.Active
Notable overlap · 3 shared positions
$PLTR$ASML$COHR
$1.5B
39 positions
#12Faithward Advisors, LLCPassive
Notable overlap · 6 shared positions
$PLTR$ASML$GNRC$IBKR$URI$NVT
$819M
339 positions
#13CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 6 shared positions
$ASML$PLTR$FCX$BX$BLK$CEG
$78M
44 positions
#14United Capital Management of KS, Inc.Passive
Notable overlap · 5 shared positions
$PLTR$ASML$TFC$CEG$IESC
$763M
98 positions
#15Peterson Wealth ServicesPassive
Notable overlap · 3 shared positions
$ASML$FIX$PLTR
$474M
223 positions
#16SWP Investment Management LLCPassive
Notable overlap · 5 shared positions
$URI$C$BX$FCX$BLK
$145M
43 positions
#17NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 4 shared positions
$ASML$URI$BLK$UBER
$595M
264 positions
#18Owen LaRue, LLCPassive
Notable overlap · 4 shared positions
$PLTR$C$MS$CEG
$288M
141 positions
#19Electron Capital Partners, LLCActive
Notable overlap · 4 shared positions
$COHR$NRG$CEG$MTZ
$2.5B
46 positions
#20STRATEGIC PLANNING GROUP, LLCActive
Notable overlap · 4 shared positions
$FIX$ASML$MS$VRTX
$965M
79 positions
#21ANDERSON HOAGLAND & COActive
Notable overlap · 7 shared positions
$C$ASML$FIX$FCX$VRTX$UBER
$1.3B
135 positions
#22McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$ASML$PLTR$MS$BLK
$1.1B
132 positions
#23Union Square Park Capital Management, LLCActive
Some overlap · 4 shared positions
$ASML$GNRC$NRG$CEG
$278M
60 positions
#24Manhattan West Asset Management, LLCPassive
Some overlap · 3 shared positions
$ASML$C$UBER
$599M
185 positions
#25GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$ASML$URI$BLK$UBER
$372M
82 positions

Compare Hedeker Wealth’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 Hedeker Wealth’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.