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Hedge Funds Similar to HILLTOP WEALTH ADVISORS

13F Portfolio OverlapQ2 2026HILLTOP WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

HILLTOP WEALTH ADVISORS, LLC is an institutional investor managing $202M across 74 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 HILLTOP WEALTH ADVISORS are Equita Financial Network, Intergy Private Wealth, RAFFA WEALTH, with shared positions in $MUFG, $ASML, $DIS, $DUK, $MCK, $ET. The full ranking of 25 similar funds is below.

#1Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$MUFG$ASML$DIS
$360M
95 positions
#2Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$MUFG$ASML$DUK
$433M
147 positions
#3RAFFA WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MUFG$ASML$DIS
$793M
1,591 positions
#4FULCRUM WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MUFG$MCK$ET
$131M
81 positions
#5Indivisible PartnersActive
Some overlap · 4 shared positions
$ET$RY$WELL$VTR
$1.8B
638 positions
#6Walter Public Investments Inc.Passive
Some overlap · 4 shared positions
$MCK$ASML$WELL$DIS
$416M
53 positions
#7Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ET$VTR$DUK
$234M
112 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCK$VTR$ASML$WELL
$55.2B
266 positions
#9Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$ET$RY$DUK
$140M
70 positions
#10REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ET$ASML$MCK
$760M
229 positions
#11LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MCK$ASML$DUK$DIS
$213M
124 positions
#12CRUX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$MUFG$DIS$MCK
$289M
192 positions
#13Aviso Financial Inc.Passive
Some overlap · 3 shared positions
$MUFG$RY$ASML
$2.9B
273 positions
#14Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$MCK$VTR$DIS
$1.0B
765 positions
#15SCHOLTZ & COMPANY, LLCPassive
Some overlap · 3 shared positions
$MCK$ASML$DIS
$200M
48 positions
#16Americana Partners, LLCPassive
Some overlap · 3 shared positions
$ET$RY$ASML
$4.4B
596 positions
#17PAYDEN & RYGELPassive
Some overlap · 3 shared positions
$ET$MCK$DUK
$1.3B
131 positions
#18InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$MCK$MUFG$DUK
$202M
110 positions
#19BayBridge Capital Group, LLCActive
Some overlap · 3 shared positions
$MCK$ASML$RY
$192M
96 positions
#20NATIXISActive
Some overlap · 3 shared positions
$ET$DIS$WELL
$24.8B
1,145 positions
#21Townsend & Associates, IncActive
Some overlap · 3 shared positions
$MCK$DIS$DUK
$1.2B
115 positions
#22Main Street Research LLCActive
Some overlap · 3 shared positions
$MCK$ASML$RY
$2.1B
140 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 4 shared positions
$ASML$DIS$WELL$DUK
$1.3B
73 positions
#24Transcendent Capital Group LLCPassive
Slight overlap · 3 shared positions
$NTAP$ET$ASML
$257M
128 positions
#25SCS Capital Management LLCActive
Slight overlap · 3 shared positions
$ET$VTR$MUFG
$10.6B
485 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.