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Hedge Funds Similar to HOWARD WEALTH

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

HOWARD WEALTH MANAGEMENT, LLC is an institutional investor managing $270M across 156 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 HOWARD WEALTH are Foster Group, Vantage Point Financial, NavPoint Financial, with shared positions in $DOV, $PLTR, $MCD, $PEG, $APH, $ADP. The full ranking of 25 similar funds is below.

#1Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$3.8B
318 positions
#2Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$328M
188 positions
#3NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$270M
74 positions
#4LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PEG$PLTR
$687M
383 positions
#5PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$216M
110 positions
#6Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$252M
108 positions
#7Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$DOV$APH$MCD
$123M
57 positions
#8OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$APH$ADP
$560M
145 positions
#9Sollinda Capital Management LLCActive
Some overlap · 3 shared positions
$DOV$PLTR$DUK
$468M
80 positions
#10Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$PLTR$APH
$259M
181 positions
#11AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$DUK$MCD
$832M
230 positions
#12Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$MCD
$300M
68 positions
#13Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$DUK$MCD
$212M
171 positions
#14CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$DUK$ADP
$188M
24 positions
#15Newton One Investments LLCActive
Some overlap · 3 shared positions
$DOV$MCD$ADP
$397M
146 positions
#16Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$MCD$ADP
$406M
308 positions
#17Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MCD$LMT
$695M
111 positions
#18Luminist Capital LLCPassive
Some overlap · 3 shared positions
$DOV$MCD$LMT
$89M
418 positions
#19Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$277M
87 positions
#20MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$DOV$CTAS$APH$ADP
$1.3B
81 positions
#21HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$DOV$CTAS$APH$DUK$ADP
$410M
53 positions
#22Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PLTR$DOV$ADP
$981M
119 positions
#23Sustainable Insight Capital Management, LLC
Some overlap · 3 shared positions
$PLTR$DOV$ADP
$233M
78 positions
#24SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Some overlap · 4 shared positions
$PLTR$DUK$MCD$LMT
$181M
57 positions
#25Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$MCD$LMT
$186M
101 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.