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Hedge Funds Similar to Hoese & LLP

13F Portfolio OverlapQ3 2026Hoese & LLP portfolio →
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Most similar hedge funds by 13F overlap

Hoese & Co LLP is an institutional investor managing $152M across 173 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 Hoese & LLP are DMKC Advisory Services, Allied Investment Advisors, Tarbox Group, with shared positions in $USB, $DE, $C, $ABT, $WFC, $PEP. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Some overlap · 11 shared positions
$USB$DE$C$ABT$WFC$PEP
$530M
92 positions
#2Allied Investment Advisors, LLCPassive
Some overlap · 10 shared positions
$USB$DE$ABT$WFC$PEP$TGT
$1.1B
112 positions
#3Tarbox Group, Inc.Smart money
Some overlap · 9 shared positions
$USB$DE$ABT$C$WFC$PEP
$711M
100 positions
#4Palisade Asset Management, LLCPassive
Some overlap · 8 shared positions
$USB$TJX$DE$ABT$PEP$TGT
$1.1B
204 positions
#5Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$USB$TJX$C$WFC$PEP$MO
$334M
127 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 8 shared positions
$DE$C$ABT$WFC$PEP$TGT
$181M
81 positions
#7Birchwood Financial Partners, Inc.Passive
Some overlap · 9 shared positions
$USB$XEL$WFC$PEP$DE$GGG
$122M
352 positions
#8LCNB CORPPassive
Some overlap · 6 shared positions
$USB$TJX$DE$ABT$PEP$EMR
$326M
184 positions
#9CULBERTSON A N & CO INCActive
Some overlap · 6 shared positions
$USB$DE$C$ABT$WFC$PEP
$861M
137 positions
#10Tufton Capital ManagementPassive
Some overlap · 8 shared positions
$TJX$ABT$WFC$TGT$EMR$MMM
$583M
131 positions
#11BAYBANPassive
Some overlap · 7 shared positions
$USB$XEL$WFC$TGT$PEP$MMM
$130M
595 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 8 shared positions
$USB$WFC$PEP$TGT$ABT$MDY
$1.2B
100 positions
#13Guardian Wealth Advisors, LLCActive
Some overlap · 8 shared positions
$ABT$PEP$TGT$GGG$SYY$EMR
$200M
66 positions
#14InvesTrustPassive
Some overlap · 7 shared positions
$USB$WFC$PEP$TGT$EMR$MMM
$247M
91 positions
#15Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$USB$DE$PEP$TGT$SYY$MO
$330M
128 positions
#16HighMark Wealth Management LLCActive
Some overlap · 8 shared positions
$USB$XEL$WFC$MMM$MO$ECL
$299M
565 positions
#17LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$TJX$USB$ABT$SYY$EMR$MMM
$699M
128 positions
#18MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$USB$DE$XEL$C$PM$AEP
$491M
120 positions
#19KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$USB$ABT$PEP$EMR$MMM$ECL
$1.6B
228 positions
#20VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 6 shared positions
$USB$DE$XEL$C$PM$AEP
$5.0B
245 positions
#21Curbstone Financial Management CorpPassive
Some overlap · 6 shared positions
$TJX$USB$ABT$PEP$MDY$SYY
$579M
202 positions
#22Mandatum Life Insurance Co LtdSmart money
Some overlap · 6 shared positions
$TJX$DE$C$TGT$EMR$MDT
$540M
90 positions
#23CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$USB$TJX$ABT$PEP$MMM
$6.9B
64 positions
#24Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$TJX$DE$PEP$MDY$SYY$ECL
$1.0B
160 positions
#25Freedom Financial Partners LLCActive
Some overlap · 6 shared positions
$USB$XEL$PEP$DE$MMM$ECL
$305M
89 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.