Hedge Funds Similar to HT Partners

13F Portfolio OverlapQ2 2026HT Partners portfolio →

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Most similar hedge funds by 13F overlap

HT Partners LLC is an institutional investor managing $361M across 53 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 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

$478M

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

$2.5B

421 positions

#4CFS Investment Advisory Services, LLCPassive

Some overlap · 4 shared positions

$DOV $EMR $AMGN $GD

$1.5B

357 positions

#5STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$592M

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

$515M

142 positions

#11Triangle Securities Wealth ManagementPassive

Slight overlap · 3 shared positions

$DOV $EMR $AMGN

$504M

213 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

140 positions

#16Exeter Financial, LLCPassive

Slight overlap · 3 shared positions

$261M

101 positions

#17BKM Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$282M

148 positions

#18Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$1.3B

275 positions

#19Processus Wealth & Capital Management, LLCActive

Slight overlap · 3 shared positions

$169M

35 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

$272M

149 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.