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Hedge Funds Similar to Houlihan Financial Resource Group, Ltd.

13F Portfolio OverlapQ2 2026Houlihan Financial Resource Group, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Houlihan Financial Resource Group, Ltd. is an institutional investor managing $281M across 113 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 Houlihan Financial Resource Group, Ltd. are Junk Investment Group, Tandem Investment Partners, Crescent Sterling, Ltd., with shared positions in $MDY, $AMGN, $D, $VZ, $AXP, $CRM. The full ranking of 25 similar funds is below.

#1Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$AMGN$D$VZ$AXP
$226M
97 positions
#2Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$AMGN$D$VZ$AXP
$130M
76 positions
#3Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$MDY$AMGN$CRM$VZ
$112M
85 positions
#4Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$KMI$CRM
$140M
65 positions
#5Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$AXP
$173M
92 positions
#6Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$KMI$VZ
$310M
144 positions
#7Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$AMGN$AXP
$332M
256 positions
#8ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$CRM$AXP
$248M
96 positions
#9LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$AMGN$VZ
$201M
139 positions
#10Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$KMI$VZ
$448M
500 positions
#11OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$AXP$VZ
$392M
106 positions
#12Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$AMGN$MAR$VZ
$405M
147 positions
#13Private Wealth Group, LLCSmart money
Some overlap · 3 shared positions
$MDY$MAR$KMI
$259M
76 positions
#14PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$CRM$KMI$AMGN$VZ$AXP
$1.1B
79 positions
#15Henshaw Capital LLCActive
Some overlap · 4 shared positions
$MDY$CRM$MAR$AXP
$3.1B
160 positions
#16Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$KMI$AMGN$WBS$D$VZ
$723M
260 positions
#17Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$AMGN$KMI
$1.3B
132 positions
#18CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$CRM$KMI
$165M
92 positions
#19Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$KMI$AMGN$CRM$VZ
$223M
81 positions
#20WJ Financial Advisors LLCPassive
Some overlap · 3 shared positions
$MDY$KMI$CRM
$136M
137 positions
#21OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$KMI$AMGN$MAR$VZ
$329M
323 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$CRM$MAR$AMGN$CTVA$Q
$1.3B
73 positions
#23Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$CTVA$AXP
$568M
103 positions
#24Meridian Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$D$BALL
$208M
146 positions
#25Jones Kertz & Associates, Inc.Active
Some overlap · 4 shared positions
$AMGN$MDY$MAR$CRM
$217M
66 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.