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Hedge Funds Similar to Hubbell Strickland Wealth

13F Portfolio OverlapQ2 2026Hubbell Strickland Wealth portfolio →
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Most similar hedge funds by 13F overlap

Hubbell Strickland Wealth Management, LLC is an institutional investor managing $277M across 87 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 Hubbell Strickland Wealth are Evanson Financial, Evanson Asset, Basepoint Wealth, with shared positions in $PHYS, $DOV, $PM, $MCD, $PEP, $MMM. The full ranking of 25 similar funds is below.

#1Evanson Financial, LLCPassive
Substantial overlap · 3 shared positions
$PHYS$DOV$PM
$2.0B
325 positions
#2Evanson Asset Management, LLC
Substantial overlap · 3 shared positions
$PHYS$DOV$MCD
$1.9B
321 positions
#3Basepoint Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$PEP$MMM
$175M
632 positions
#4KOM Wealth Management Group, LLCActive
Notable overlap · 3 shared positions
$PHYS$PM$PLTR
$165M
96 positions
#5Guild Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$FBTC$QCOM
$146M
59 positions
#6Heritage Wealth AdvisorsActive
Notable overlap · 4 shared positions
$PHYS$DOV$MCD$PM
$2.9B
703 positions
#7ALONGSIDE, LLCPassive
Notable overlap · 4 shared positions
$PHYS$DOV$PM$ABT
$525M
190 positions
#849 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$PHYS$DOV$PM$ABT
$524M
189 positions
#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$PM$MCD
$524M
174 positions
#10CINCINNATI FINANCIAL CORPActive
Notable overlap · 6 shared positions
$DOV$MCD$PM$QCOM$MMM$ABT
$5.2B
56 positions
#11Beaumont Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$MCD$FBTC$ABT$PEP$PHYS$PM
$1.6B
383 positions
#12Elevate Capital Advisors, LLCPassive
Notable overlap · 3 shared positions
$PHYS$MCD$PM
$182M
77 positions
#13Newton One Investments LLCActive
Notable overlap · 4 shared positions
$DOV$MCD$PM$PEP
$397M
146 positions
#14SECURITY NATIONAL BANK OF SO DAK
Notable overlap · 6 shared positions
$DOV$ABT$AFL$PEP$QCOM$CL
$207M
119 positions
#15RBO & CO LLCActive
Some overlap · 4 shared positions
$MCD$ABT$PM$PEP
$628M
56 positions
#16BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$ABT$MMM$CL$QCOM$PEP
$138M
208 positions
#17CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$PHYS$MCD$PEP$PM
$5.5B
1,568 positions
#18HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$MCD$ABT$PM$PEP
$252M
43 positions
#19Volterra Technologies LPPassive
Some overlap · 4 shared positions
$MCD$ABT$PEP$PLTR
$694M
303 positions
#20UNITED BANKActive
Some overlap · 5 shared positions
$DOV$MCD$ABT$AFL$PEP
$853M
130 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$ABT$PEP$QCOM$CL
$108M
52 positions
#22Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$ABT$PEP$QCOM
$170M
121 positions
#23B&D White Capital Company, LLCActive
Some overlap · 4 shared positions
$MCD$ABT$PEP$PLTR
$1.0B
94 positions
#24American National Bank of TexasActive
Some overlap · 5 shared positions
$DOV$MCD$ABT$PM$CL
$110M
56 positions
#25QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$MCD$PHYS$PLTR
$196M
153 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.