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Hedge Funds Similar to Hummer Financial Advisory Services

13F Portfolio OverlapQ2 2026Hummer Financial Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Hummer Financial Advisory Services Inc is an institutional investor managing $152M across 129 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 Hummer Financial Advisory Services are jvl associates, Hopwood Financial Services, Bear Mountain, with shared positions in $MDY, $CTAS, $ACN, $ADP, $QCOM, $ABT. The full ranking of 25 similar funds is below.

#1jvl associates llcActive
Notable overlap · 4 shared positions
$MDY$CTAS$ACN$ADP
$352M
79 positions
#2Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$QCOM$ABT
$173M
92 positions
#3Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$MDY$ADP$VRT
$345M
214 positions
#4Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$BLK$QCOM
$418M
232 positions
#5LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 6 shared positions
$MDY$ACN$QCOM$PSA$BLK$ABT
$248M
91 positions
#6SIGNAL TREE FINANCIAL PARTNERS LLCActive
Notable overlap · 3 shared positions
$MDY$ADP$ABT
$151M
53 positions
#7Granite FO LLCSmart money
Notable overlap · 3 shared positions
$MDY$RPM$QCOM
$189M
171 positions
#8Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$BLK$ABT
$849M
165 positions
#9Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$GWW$ACN$SNA
$205M
79 positions
#10DEARBORN PARTNERS LLCPassive
Some overlap · 7 shared positions
$SNA$ACN$WEC$QCOM$ADP$CTAS
$1.8B
269 positions
#11CINCINNATI FINANCIAL CORPActive
Some overlap · 8 shared positions
$SNA$RPM$QCOM$ADP$ACN$MMM
$5.2B
56 positions
#12Canopy Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$ADP$MPC$BLK
$332M
256 positions
#13Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 7 shared positions
$RPM$SNA$WEC$ADP$ACN$MMM
$449M
45 positions
#14Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$ADP$QCOM
$226M
97 positions
#15CINCINNATI INSURANCE COActive
Some overlap · 7 shared positions
$RPM$ACN$WEC$QCOM$MMM$BLK
$6.9B
64 positions
#16Fairman Group, LLCActive
Some overlap · 4 shared positions
$ACN$PH$MDY$ABT
$127M
332 positions
#17Nicollet Investment Management, Inc.Active
Some overlap · 3 shared positions
$GWW$MDY$MMM
$324M
77 positions
#18Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$GWW$MPC$ADP$PH
$421M
225 positions
#19Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$GWW$QCOM$ADP$PH$BLK
$222M
99 positions
#20MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GWW$WEC$ADP$PH$BLK$ABT
$857M
166 positions
#21Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$QCOM$ABT
$112M
85 positions
#22Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$ACN$QCOM$MDY
$146M
59 positions
#23PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$GWW$ADP$CTAS$ABT
$209M
54 positions
#24ALBERT D MASON INCPassive
Some overlap · 4 shared positions
$GWW$SNA$ADP$PH
$176M
139 positions
#25Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$QCOM$CTAS
$1.0B
200 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.