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Hedge Funds Similar to Hofer & Associates.

13F Portfolio OverlapQ3 2026Hofer & Associates. portfolio →
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Most similar hedge funds by 13F overlap

Hofer & Associates. Inc is an institutional investor managing $143M across 78 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 Hofer & Associates. are JMAC ENTERPRISES, Forum Financial, Ball & Wealth, with shared positions in $AMGN, $BX, $PEP, $MS, $MCD, $ABT. The full ranking of 25 similar funds is below.

#1JMAC ENTERPRISES LLCActive
Substantial overlap · 5 shared positions
$AMGN$BX$PEP$MS$MCD
$593M
122 positions
#2Forum Financial Management, LPSmart money
Notable overlap · 3 shared positions
$AMGN$MCD$ABT
$7.7B
342 positions
#3Ball & Co Wealth Management Inc.Active
Notable overlap · 3 shared positions
$AMGN$SBUX$GILD
$141M
74 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 7 shared positions
$AMGN$SBUX$BNY$ADP$PEP$MS
$1.2B
100 positions
#5Oak Asset Management, LLCActive
Notable overlap · 4 shared positions
$AMGN$PEP$MS$MCD
$317M
112 positions
#6R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 3 shared positions
$AMGN$SBUX$ADP
$142M
39 positions
#7Cambridge Advisors Inc.Active
Notable overlap · 4 shared positions
$AMGN$PEP$ADP$AXP
$581M
182 positions
#8Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$SBUX$GILD
$796M
112 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$AMGN$SBUX$BNY$MS$MCD$AXP
$360M
73 positions
#10Granite Group Advisors, LLCActive
Some overlap · 7 shared positions
$SBUX$AMGN$BNY$ADP$PEP$MS
$158M
78 positions
#11Bellevue Group AGActive
Some overlap · 3 shared positions
$AMGN$GILD$ABT
$4.8B
148 positions
#12DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$ELV$AMGN$SBUX
$121M
100 positions
#13EDMP, INC.Passive
Some overlap · 3 shared positions
$AMGN$ELV$PEP
$130M
74 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$AMGN$SBUX$BNY$AXP$MS$MCD
$292M
99 positions
#15MFA Wealth ServicesPassive
Some overlap · 6 shared positions
$AMGN$BNY$BX$GILD$AXP$MCD
$169M
133 positions
#16VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$AMGN$ADP$PEP$AXP
$367M
111 positions
#17CONNING INC.Passive
Some overlap · 8 shared positions
$AMGN$SBUX$BNY$ADP$GILD$MS
$3.3B
327 positions
#18HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$AMGN$BNY$ADP$PEP$SBUX$MCD
$363M
92 positions
#19Center for Wealth Management AdvisoryActive
Some overlap · 7 shared positions
$ELV$BNY$ADP$PEP$GILD$MS
$161M
62 positions
#20BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$AMGN$ELV$ADP
$235M
33 positions
#21Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMGN$BNY$PEP
$125M
365 positions
#22Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$AMGN$ELV$ADP$PEP$AXP$MS
$221M
92 positions
#23R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$AMGN$ADP$MCD$PEP
$133M
47 positions
#24Castleview Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$ELV$GILD$PGR
$228M
214 positions
#25ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$AMGN$ADP$PEP$MCD$ABT$SBUX
$878M
73 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.