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Hedge Funds Similar to Holt Advisors, L.L.C. dba Holt Partners

13F Portfolio OverlapQ2 2026Holt Advisors, L.L.C. dba Holt Partners portfolio →
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Most similar hedge funds by 13F overlap

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P is an institutional investor managing $849M across 165 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 Holt Advisors, L.L.C. dba Holt Partners are Lionsbridge Wealth, Corsicana, Fi3 FINANCIAL ADVISORS, with shared positions in $MDY, $TPL, $APH, $SYK, $JCI, $BLK. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$MDY$TPL$APH
$102M
68 positions
#2Corsicana & Co.Passive
Notable overlap · 3 shared positions
$MDY$TPL$SYK
$206M
309 positions
#3Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$MDY$JCI$BLK$WMB$KEYS
$418M
232 positions
#4Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$EMR$ABT
$173M
92 positions
#5Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$BLK$CB
$130M
76 positions
#6Hummer Financial Advisory Services IncActive
Some overlap · 3 shared positions
$MDY$BLK$ABT
$152M
129 positions
#7Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$APH$CB
$1.1B
154 positions
#8TSG Advice Partners, LLC
Some overlap · 3 shared positions
$MDY$ABT$PM
$667M
135 positions
#9STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$PM$WFC
$395M
283 positions
#10Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$WFC$PM
$448M
500 positions
#11TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$JCI$KEYS$WMB
$288M
94 positions
#12Paladin Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MDY$APH$CB$WFC
$151M
243 positions
#13Thrive Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$PM$WFC
$787M
260 positions
#14ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$SYK$ABT
$248M
96 positions
#15CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$PM$TGT
$236M
100 positions
#16American Money Management, LLCPassive
Some overlap · 5 shared positions
$TPL$PM$WFC$BLK$PAYX
$700M
174 positions
#17Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$APH$BLK
$332M
256 positions
#18LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$MDY$BLK$ABT
$248M
91 positions
#19Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$TPL$APH$KEYS$SYK
$1.2B
297 positions
#20Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$EMR$WFC
$246M
140 positions
#21Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$APH$SYK
$1.0B
200 positions
#22Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$CB$ABT
$112M
85 positions
#23G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$KEYS$WMB
$345M
155 positions
#24TMB Capital Partners, LLCPassive
Some overlap · 3 shared positions
$TPL$JCI$CB
$321M
177 positions
#25Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$TPL$PM$SYK
$92M
64 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.