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Hedge Funds Similar to HOHIMER WEALTH

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

HOHIMER WEALTH MANAGEMENT, LLC is an institutional investor managing $1.0B across 394 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 HOHIMER WEALTH are Quadrature Ltd, REX Advisers, Steadtrust, with shared positions in $DELL, $SNDK, $AEM, $QCOM, $HIMS, $AGI. The full ranking of 25 similar funds is below.

#1Quadrature Capital LtdPassive
Some overlap · 4 shared positions
$DELL$SNDK$AEM$QCOM
$11.7B
1,542 positions
#2REX Advisers, LLCPassive
Some overlap · 3 shared positions
$DELL$SNDK$HIMS
$56M
59 positions
#3Steadtrust LLCPassive
Some overlap · 4 shared positions
$DELL$AEM$AGI$QCOM
$198M
132 positions
#4Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$DELL$SNDK$ANET
$370M
52 positions
#5Retireful, LLCPassive
Some overlap · 3 shared positions
$DELL$SNDK$ANET
$107M
81 positions
#6Alpha Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DELL$SNDK$QCOM
$382M
114 positions
#7MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DELL$USAR$BA
$140M
63 positions
#8Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$DELL$SNDK$ANET
$147M
69 positions
#9Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 5 shared positions
$AEM$BA$AGI$SNDK$PPTA
$214M
128 positions
#10Convergence Investment Partners, LLCPassive
Some overlap · 3 shared positions
$DELL$SNDK$ANET
$1.1B
241 positions
#11Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$AEM$BA$AGI$PSLV$QCOM
$508M
137 positions
#12Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$SNDK$CI
$675M
167 positions
#13Acumen Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$USB$ANET
$472M
493 positions
#14Ellsworth Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$USB$ANET
$609M
182 positions
#15Kercheville Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$AEM$AGI
$328M
108 positions
#16FNY Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$SNDK$DELL$BA$AUR
$278M
981 positions
#17Financial Synergies Wealth Advisors, Inc.Smart money
Some overlap · 5 shared positions
$SNDK$MCD$QCOM$DELL$BA
$1.2B
116 positions
#18Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$DELL$USB$MCD
$334M
127 positions
#19ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$DELL$BA$MCD
$1.1B
111 positions
#20DCM Advisors, LLCActive
Some overlap · 3 shared positions
$DELL$BA$MCD
$253M
38 positions
#21LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 3 shared positions
$DELL$ANET$MCD
$476M
102 positions
#22BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DELL$ANET$MCD
$1.7B
401 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DELL$BA$QCOM
$160M
124 positions
#24Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$SNDK$USB$MCD$QCOM
$501M
106 positions
#25Grand Central Investment GroupPassive
Some overlap · 4 shared positions
$PCT$AEM$AGI$PSLV
$120M
40 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.