13F Pro

Hedge Funds Similar to HOEY INVESTMENTS

13F Portfolio OverlapQ2 2026HOEY INVESTMENTS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HOEY INVESTMENTS, INC is an institutional investor managing $774M across 458 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 HOEY INVESTMENTS are CONNORS INVESTOR SERVICES, Aft, Forsyth & Sober, KERR FINANCIAL PLANNING, with shared positions in $PLTR, $MS, $WFC, $LOW, $MRVL, $ARM. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$MS$WFC$LOW
$1.2B
153 positions
#2Aft, Forsyth & Sober, LLCActive
Some overlap · 4 shared positions
$PLTR$WFC$MS$MRVL
$320M
60 positions
#3KERR FINANCIAL PLANNING CorpPassive
Some overlap · 8 shared positions
$PLTR$ARM$WFC$MRVL$DELL$AMGN
$90M
545 positions
#4St. Louis Financial Planners Asset Management, LLCActive
Some overlap · 3 shared positions
$PLTR$MS$WFC
$240M
61 positions
#5PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$MS$ARM$AMGN
$3.2B
77 positions
#6Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$MS$WFC$PLTR$DELL$CRWD
$248M
55 positions
#7Owen LaRue, LLCPassive
Some overlap · 5 shared positions
$PLTR$MS$AMGN$CRWD$GLW
$288M
141 positions
#8Networth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$MS$LOW$BA
$172M
383 positions
#9McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$MS$AMGN$CMI
$1.1B
132 positions
#10Gallagher Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$MS$WFC$DELL
$187M
72 positions
#11Arsenal Capital Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$MS$WFC$CMI
$169M
108 positions
#12Financial Connections Group, Inc.
Some overlap · 4 shared positions
$PLTR$WFC$CRWD$BA
$288M
251 positions
#13Westwind CapitalPassive
Some overlap · 3 shared positions
$PLTR$MS$DELL
$426M
87 positions
#14Kure Advisory, LLCActive
Some overlap · 4 shared positions
$PLTR$WFC$SLV$CMI
$216M
62 positions
#15ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$PLTR$WFC$BA
$895M
162 positions
#16Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$MS$KMI
$545M
93 positions
#17CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$PLTR$ARM$MRVL$DELL
$11.8B
385 positions
#18United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$PLTR$ARM$MRVL$ALAB
$763M
98 positions
#19Aragon Global Management, LPActive
Some overlap · 3 shared positions
$PLTR$MS$SLV
$264M
23 positions
#20Orion Capital Management LLCPassive
Some overlap · 3 shared positions
$PLTR$MS$AMGN
$323M
511 positions
#21OFI INVEST ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$PLTR$MS$MRVL$GLW
$10.0B
365 positions
#22Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$PLTR$ARM$MRVL$AMGN
$2.5B
389 positions
#23Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$ARM$MRVL$AMGN
$766M
194 positions
#24Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$PLTR$ARM$MRVL$DELL$CRWD
$868M
1,314 positions
#25SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$PLTR$ARM$MRVL$CRWD
$4.4B
4,126 positions

Compare HOEY INVESTMENTS’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 HOEY INVESTMENTS’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.