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Hedge Funds Similar to HTG Investment Advisors

13F Portfolio OverlapQ2 2026HTG Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

HTG Investment Advisors, Inc. is an institutional investor managing $390M across 88 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 HTG Investment Advisors are Prosperity Planning, Fi3 FINANCIAL ADVISORS, Triavera, with shared positions in $CBRE, $DOV, $MDY, $STX, $SPGI, $TKO. The full ranking of 25 similar funds is below.

#1Prosperity Planning, Inc.Active
Substantial overlap · 3 shared positions
$CBRE$DOV$MDY
$436M
117 positions
#2Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DOV$MDY$STX$CBRE
$418M
232 positions
#3Triavera Capital LLCActive
Some overlap · 3 shared positions
$CBRE$SPGI$TKO
$184M
15 positions
#4Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$CL$MDY
$225M
114 positions
#5Newton One Investments LLCActive
Some overlap · 5 shared positions
$DOV$MDY$ALL$EMR$MS
$397M
146 positions
#6St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$CL$EMR
$875M
125 positions
#7Orcam Financial GroupActive
Some overlap · 3 shared positions
$DOV$MDY$EMR
$205M
105 positions
#8Vanguard National Trust CoSmart money
Some overlap · 3 shared positions
$DOV$MDY$SPGI
$1.8B
787 positions
#9SCS Capital Management LLCActive
Some overlap · 3 shared positions
$DOV$MDY$MS
$10.6B
485 positions
#10PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$DOV$STX$SPGI
$2.8B
186 positions
#11Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$DOV$STX$PPG
$767M
38 positions
#12American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$MDY$CL
$110M
56 positions
#13Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$MDY$MS
$174M
176 positions
#14Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$MDY$CL
$208M
60 positions
#15Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$MDY$MS
$583M
187 positions
#16Sivia Capital Partners, LLCPassive
Some overlap · 3 shared positions
$DOV$STX$SPGI
$822M
540 positions
#17Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$ALL$MS
$336M
121 positions
#18PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$DOV$EMR$NEE
$728M
298 positions
#19Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DOV$MS$NEE
$110M
73 positions
#20Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$DOV$EMR$NEE
$170M
121 positions
#21SIMON QUICK ADVISORS, LLCActive
Some overlap · 3 shared positions
$DOV$EMR$MS
$2.5B
421 positions
#22S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$CBRE$SPGI$NEE
$379M
88 positions
#23Bayview Asset Management, LLCSmart money
Some overlap · 3 shared positions
$CBRE$SPGI$ALL
$496M
69 positions
#24Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$MDY$NEE
$276M
193 positions
#25Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$EMR$MS
$475M
154 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.