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Hedge Funds Similar to Hobbs Group Advisors

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

Hobbs Group Advisors, LLC is an institutional investor managing $380M across 164 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 Hobbs Group Advisors are Riggs Asset Managment, SIGNATURE ESTATE & INVESTMENT ADVISORS, Bluebird Wealth, with shared positions in $GLW, $C, $VRT, $AXP, $VST, $CRWD. The full ranking of 25 similar funds is below.

#1Riggs Asset Managment Co. Inc.Passive
Notable overlap · 6 shared positions
$GLW$C$VRT$AXP$VST$CRWD
$560M
132 positions
#2SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Notable overlap · 6 shared positions
$GLDM$C$VRT$VST$CRWD$LNG
$5.6B
669 positions
#3Bluebird Wealth Management LLCPassive
Notable overlap · 7 shared positions
$GLW$C$VRT$AXP$VST$REGN
$115M
89 positions
#4HARTLINE INVESTMENT CORP/Active
Notable overlap · 5 shared positions
$GLW$C$VRT$MS$AXP
$1.1B
115 positions
#5Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$GLW$C$CVS$IAU
$902M
91 positions
#6MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$GLDM$COKE$AXP$IAU$MS$CRWD
$162M
106 positions
#7Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$C$AXP$MS
$212M
109 positions
#8BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GLW$VRT$IAU$LNG$VST$CRWD
$543M
140 positions
#9Fullerton Fund Management Co Ltd.Active
Some overlap · 4 shared positions
$GLDM$GLW$MS$IAU
$1.6B
119 positions
#10Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$GLDM$C$GLW$CVS$EPD
$214M
122 positions
#11BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$KMI$AXP$SBUX$CRWD
$515M
142 positions
#12FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$GLW$KMI$GLTR$CRWD$VRT
$206M
80 positions
#13PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$GLDM$CVS$LNG$MS$KMI
$242M
78 positions
#14Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$GLW$VRT$KMI$CRWD
$1.1B
120 positions
#15AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$GLW$C$NUE$CRWD
$231M
93 positions
#16Greenline Partners, LLCActive
Some overlap · 5 shared positions
$GLDM$IAU$LNG$EPD$WMB
$983M
149 positions
#17Hosking Partners LLPActive
Some overlap · 4 shared positions
$GLW$C$AXP$MS
$3.0B
98 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLW$VRT$CMI$AXP$IAU
$1.3B
275 positions
#19Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$GLW$C$CMI
$262M
98 positions
#20Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$GLW$VRT$MS$CRWD
$262M
58 positions
#21Foundations Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$C$VRT$IAU$MS$LNG$WMB
$9.7B
1,202 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLW$C$LNG$MS$WMB
$1.1B
146 positions
#23LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GLDM$C$MS
$124M
88 positions
#24Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$GLW$VRT$C$CMI
$201M
75 positions
#25PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$GLW$CMI$CVS$EPD$MS
$1.3B
131 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.