Hedge Funds Similar to HT Partners

13F Portfolio OverlapQ3 2026HT Partners portfolio →

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Most similar hedge funds by 13F overlap

HT Partners LLC is an institutional investor managing $364M across 56 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HT Partners are Barry Investment Advisors, Wilson & Boucher, SIMON QUICK ADVISORS, with shared positions in $DOV, $AMGN, $GD, $EMR. The full ranking of 25 similar funds is below.

#1Barry Investment Advisors, LLCActive

Some overlap · 3 shared positions

$524M

102 positions

#2Wilson & Boucher Capital Management, LLCPassive

Some overlap · 3 shared positions

$DOV $EMR $AMGN

$170M

121 positions

#3SIMON QUICK ADVISORS, LLCPassive

Some overlap · 3 shared positions

$2.6B

455 positions

#4CFS Investment Advisory Services, LLCPassive

Some overlap · 4 shared positions

$DOV $EMR $AMGN $GD

$1.5B

361 positions

#5STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$589M

181 positions

#6UNITED BANKActive

Slight overlap · 3 shared positions

$853M

130 positions

#7ADE, LLCActive

Slight overlap · 3 shared positions

$DOV $EMR $AMGN

$237M

93 positions

#8Modera Wealth Management, LLCActive

Slight overlap · 3 shared positions

$DOV $EMR $AMGN

$9.4B

650 positions

#9INDEPENDENT INVESTORS INCSmart money

Slight overlap · 3 shared positions

$DOV $EMR $AMGN

$524M

73 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Slight overlap · 3 shared positions

$DOV $EMR $AMGN

$504M

136 positions

#11Triangle Securities Wealth ManagementPassive

Slight overlap · 3 shared positions

$DOV $EMR $AMGN

$522M

206 positions

#12Evergreen Wealth Solutions, LLCPassive

Slight overlap · 3 shared positions

$1.9B

515 positions

#13OPTIONS SOLUTIONS, LLCActive

Slight overlap · 3 shared positions

$195M

76 positions

#14Fidelity National Financial, Inc.Smart money

Slight overlap · 3 shared positions

$3.2B

30 positions

#15Murphy, Middleton, Hinkle & Parker, Inc.Passive

Slight overlap · 3 shared positions

$246M

143 positions

#16Exeter Financial, LLCPassive

Slight overlap · 3 shared positions

$265M

100 positions

#17BKM Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$309M

154 positions

#18Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$1.4B

275 positions

#19Processus Wealth & Capital Management, LLCActive

Slight overlap · 3 shared positions

$172M

36 positions

#20FLYWHEEL PRIVATE WEALTH LLCActive

Slight overlap · 3 shared positions

$203M

109 positions

#21STONEBRIDGE CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$208M

70 positions

#22Somerset Trust CoPassive

Slight overlap · 3 shared positions

$354M

186 positions

#23MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$277M

147 positions

#24Kesler, Norman & Wride, LLCPassive

Slight overlap · 3 shared positions

$631M

271 positions

#25Hilton Capital Management, LLCActive

Slight overlap · 3 shared positions

$1.5B

135 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.