13F Pro

Hedge Funds Similar to Hopwood Nicholas Hunter

13F Portfolio OverlapQ2 2026Hopwood Nicholas Hunter portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Hopwood Nicholas Hunter is an institutional investor managing $365M across 131 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 Hopwood Nicholas Hunter are Copia Wealth, Seven Post Investment Office, New England Professional Planning Group, with shared positions in $DOV, $SLV, $GLDM, $IBIT, $DE, $DUK. The full ranking of 25 similar funds is below.

#1Copia Wealth ManagementPassive
Some overlap · 6 shared positions
$DOV$SLV$GLDM$IBIT$DE$DUK
$166M
570 positions
#2Seven Post Investment Office LPSmart money
Some overlap · 3 shared positions
$DOV$SLV$GLDM
$352M
42 positions
#3New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$SLV$DE
$268M
50 positions
#4Highland Investment Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$SLV$DE$DTB
$229M
734 positions
#5Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$GLDM$DE
$1.1B
106 positions
#6CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DOV$GLDM$FSSL$FSK
$183M
146 positions
#7XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$DOV$GLDM$DUK$DE
$797M
340 positions
#8NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$GLDM$IBIT
$270M
74 positions
#9TLT Family Holdco ULCSmart money
Some overlap · 3 shared positions
$DOV$GLDM$IBIT
$704M
9 positions
#10Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$IBIT
$115M
76 positions
#11Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$GLDM$IBIT
$1.2B
297 positions
#12FSA Advisors, Inc.Passive
Some overlap · 3 shared positions
$DTB$DTM$F
$218M
261 positions
#13AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$DUK
$832M
230 positions
#14Zhang Financial LLCActive
Some overlap · 3 shared positions
$DOV$GLDM$IBIT
$3.4B
392 positions
#15Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$SLV$DOV$DE$IBIT$DTB
$1.1B
197 positions
#16Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DTB$DTM$DE
$246M
210 positions
#17Blackston Financial Advisory Group, LLCActive
Some overlap · 4 shared positions
$DOV$GRMN$SLV$DUK
$177M
106 positions
#18WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$GLDM$DE
$1.5B
363 positions
#19BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 4 shared positions
$DOV$DUK$DE$DTB
$320M
266 positions
#20Luminist Capital LLCActive
Some overlap · 3 shared positions
$DOV$SLV$IBIT
$89M
418 positions
#21FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$GLDM$DE
$149M
155 positions
#22Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SLV$DTB$GLDM$DTM
$410M
303 positions
#23Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$DOV$SLV$IBIT
$2.8B
691 positions
#24Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$DOV$DUK$SLV
$342M
91 positions
#25Legacy Wealth Managment, LLC/IDPassive
Some overlap · 4 shared positions
$SLV$GLDM$CICB$IBIT
$243M
196 positions

Compare Hopwood Nicholas Hunter’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 Hopwood Nicholas Hunter’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.