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Hedge Funds Similar to HHM Wealth Advisors

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

HHM Wealth Advisors, LLC is an institutional investor managing $996M across 898 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 HHM Wealth Advisors are Navigate Wealth, apricus wealth, Marshall & Sterling Wealth Advisors, with shared positions in $NSC, $SFBS, $SO, $RF, $UNM, $STT. The full ranking of 25 similar funds is below.

#1Navigate Wealth Management, LLCActive
Some overlap · 4 shared positions
$NSC$SFBS$SO$RF
$165M
81 positions
#2apricus wealth, LLCPassive
Some overlap · 4 shared positions
$UNM$STT$SO$TM
$222M
128 positions
#3Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$NSC$STT$WM
$169M
339 positions
#4Campion Asset ManagementActive
Some overlap · 4 shared positions
$UNM$NSC$SO$TM
$164M
83 positions
#5Prana Capital Management, LPActive
Some overlap · 3 shared positions
$STT$HCA$RF
$3.3B
122 positions
#6DMC Group, LLCPassive
Some overlap · 3 shared positions
$STT$SO$UNM
$143M
122 positions
#7CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$STT$SO$WM
$1.3B
88 positions
#8Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$SFBS$SO$RF
$229M
139 positions
#9True Vision MN LLC
Some overlap · 3 shared positions
$STT$HCA$MSTR
$194M
98 positions
#10HOME FEDERAL BANK OF TENNESSEESmart money
Some overlap · 3 shared positions
$NSC$RF$WM
$465M
116 positions
#11PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$STT$SO$WM
$1.2B
103 positions
#12Daviman Financial, LLCActive
Some overlap · 3 shared positions
$STT$SO$MSTR
$181M
92 positions
#13Verus Financial Partners, Inc.Smart money
Slight overlap · 3 shared positions
$NSC$HCA$SO
$1.2B
127 positions
#14Sunburst Financial Group, LLCActive
Slight overlap · 3 shared positions
$SFBS$SO$RF
$631M
136 positions
#15SHERMAN PORFOLIOS, LLCSmart money
Slight overlap · 3 shared positions
$STT$SO$WM
$1.3B
97 positions
#16TrueWealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$SFBS$SO$RF
$445M
240 positions
#17Detalus Advisors, LLCActive
Slight overlap · 3 shared positions
$SO$HCA$WM
$507M
188 positions
#18Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$SO$RF$WM
$231M
125 positions
#19Belleair Asset Management, LLCActive
Slight overlap · 3 shared positions
$SO$RF$WM
$119M
84 positions
#20CAP Partners, LLCPassive
Slight overlap · 3 shared positions
$STT$MSTR$HCA
$218M
169 positions
#21Rithm Capital Corp.Active
Slight overlap · 3 shared positions
$SO$WM$STRL
$81M
38 positions
#22Nalls Sherbakoff Group, LLCPassive
Slight overlap · 3 shared positions
$NSC$RF$SO
$141M
378 positions
#23BTC Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$NSC$STT$UNM
$1.6B
207 positions
#24Dougherty & Associates, LLCActive
Slight overlap · 3 shared positions
$SO$WM$HCA
$125M
52 positions
#25HMS Capital Management, LLCActive
Slight overlap · 3 shared positions
$HCA$WM$STRL
$264M
125 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.