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Hedge Funds Similar to Hoxton Planning

13F Portfolio OverlapQ2 2026Hoxton Planning portfolio →
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Most similar hedge funds by 13F overlap

Hoxton Planning & Management, LLC is an institutional investor managing $383M across 227 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 Hoxton Planning are EHRLICH FINANCIAL GROUP, Stockman Wealth, AMES NATIONAL, with shared positions in $STX, $VZ, $MRVL, $IAU, $QCOM, $ASML. The full ranking of 25 similar funds is below.

#1EHRLICH FINANCIAL GROUPActive
Some overlap · 4 shared positions
$STX$VZ$MRVL$IAU
$194M
119 positions
#2Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$VZ$QCOM$ASML$PFE$UPS
$968M
178 positions
#3AMES NATIONAL CORPSmart money
Some overlap · 5 shared positions
$BLK$NSC$ADP$QCOM$PFE
$182M
69 positions
#4Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$STX$VZ$IAU$QCOM
$723M
260 positions
#5EPG Wealth Management LLCPassive
Some overlap · 4 shared positions
$STX$MRVL$BLK$QCOM
$417M
318 positions
#6SEEDS INVESTOR LLCPassive
Slight overlap · 4 shared positions
$STX$MRVL$IAU$ASML
$973M
379 positions
#7Richard W. Paul & Associates, LLCPassive
Slight overlap · 4 shared positions
$STX$VZ$ASML$UPS
$327M
320 positions
#8Melqart Asset Management (UK) LtdActive
Slight overlap · 4 shared positions
$STX$MRVL$NSC$ASML
$1.1B
40 positions
#9Bell BankActive
Slight overlap · 4 shared positions
$STX$VZ$PFE$UPS
$2.6B
195 positions
#10Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$STX$VZ$PFE$UPS
$229M
166 positions
#11STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 4 shared positions
$STX$MRVL$QCOM$ASML
$417M
213 positions
#12Goldstream Capital Management LtdActive
Slight overlap · 4 shared positions
$STX$MRVL$QCOM$ASML
$132M
45 positions
#13Pinnacle West Asset Management, Inc.Passive
Slight overlap · 4 shared positions
$STX$BLK$NSC$ADP
$145M
104 positions
#14Arnhold LLCActive
Slight overlap · 4 shared positions
$VZ$MRVL$IAU$PFE
$1.4B
113 positions
#15Red Spruce Capital, LLCPassive
Slight overlap · 4 shared positions
$VZ$MRVL$BLK$ASML
$287M
94 positions
#16Goldenstone Wealth Management LLCPassive
Slight overlap · 4 shared positions
$STX$MRVL$ASML$BLK
$153M
76 positions
#17Lifeworks Advisors, LLCPassive
Slight overlap · 4 shared positions
$STX$IAU$QCOM$PFE
$955M
337 positions
#18Zullo Investment Group, Inc.Active
Slight overlap · 4 shared positions
$STX$VZ$UPS$QCOM
$293M
157 positions
#19Optimist Retirement Group LLCActive
Slight overlap · 4 shared positions
$VZ$STX$QCOM$PFE
$259M
118 positions
#20R.H. Dinel Investment Counsel, Inc.Active
Slight overlap · 5 shared positions
$ADP$QCOM$VZ$PFE$UPS
$130M
40 positions
#21GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 4 shared positions
$STX$MRVL$ASML$QCOM
$8.3B
587 positions
#22Nan Shan Life Insurance Co., Ltd.Active
Slight overlap · 4 shared positions
$VZ$MRVL$QCOM$PFE
$3.2B
82 positions
#23Wills Financial Group LLCPassive
Slight overlap · 4 shared positions
$VZ$IAU$NSC$PFE
$275M
82 positions
#24Miller Global Investments, LLCPassive
Slight overlap · 4 shared positions
$VZ$MRVL$ASML$PFE
$121M
295 positions
#25Mendel Capital Management LLCActive
Slight overlap · 4 shared positions
$VZ$BLK$ADP$QCOM
$222M
99 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.