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Hedge Funds Similar to Hurlow Wealth Group

13F Portfolio OverlapQ2 2026Hurlow Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Hurlow Wealth Management Group, Inc. is an institutional investor managing $481M across 125 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 Hurlow Wealth Group are BlueSky Wealth Advisors, Marotta Asset, Robinswood Financial, with shared positions in $SNPS, $CINF, $GWW, $ADI, $NSC, $GD. The full ranking of 25 similar funds is below.

#1BlueSky Wealth Advisors, LLCActive
Substantial overlap · 4 shared positions
$SNPS$CINF$GWW$ADI
$863M
111 positions
#2Marotta Asset ManagementActive
Substantial overlap · 3 shared positions
$SNPS$NSC$GD
$589M
101 positions
#3Robinswood Financial LLCPassive
Substantial overlap · 3 shared positions
$SNPS$MS$MCD
$324M
72 positions
#4POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 4 shared positions
$SNPS$ADI$MCD$LHX
$4.0B
109 positions
#5Trust CoActive
Notable overlap · 3 shared positions
$SNPS$MCD$GD
$1.1B
915 positions
#6Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$SNPS$NEE$GD$MCD$ED
$157M
81 positions
#7WESTPORT ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$SNPS$LIN$NSC
$245M
80 positions
#8Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$SNPS$ADI$TJX$NEE$LIN
$508M
160 positions
#9Somerset Trust CoPassive
Notable overlap · 11 shared positions
$ADI$LIN$AFL$MCD$NSC$NEE
$354M
186 positions
#10Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$SNPS$LIN$MCD$TJX$MS$EMR
$360M
73 positions
#11Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$SNPS$JCI$NEE
$159M
71 positions
#12Legacy Financial Strategies, LLCActive
Some overlap · 7 shared positions
$CINF$LIN$AFL$GWW$MCD$NEE
$615M
145 positions
#13Midway Capital Research & ManagementActive
Some overlap · 6 shared positions
$SNPS$ADI$BN$MCD$NEE$ITW
$118M
50 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 8 shared positions
$ADI$LIN$AFL$MCD$NEE$LHX
$1.4B
275 positions
#15BKM Wealth Management, LLCPassive
Some overlap · 8 shared positions
$ADI$LIN$GWW$MCD$NEE$LHX
$309M
154 positions
#16Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$SNPS$NEE$TJX
$2.3B
157 positions
#17Nicholson Wealth Management Group, LLCPassive
Some overlap · 7 shared positions
$ADI$LIN$AFL$GWW$MCD$NEE
$170M
111 positions
#18JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$CINF$ADI$MCD$TJX$ITW
$13.7B
840 positions
#19Sound Financial Strategies Group, LLCActive
Some overlap · 7 shared positions
$CINF$ADI$LIN$GWW$MCD$NEE
$157M
121 positions
#20Cushing Capital Partners, LLCPassive
Some overlap · 7 shared positions
$ADI$LIN$AFL$GWW$MCD$NEE
$163M
113 positions
#21GRANDFIELD & DODD, LLCActive
Some overlap · 5 shared positions
$JCI$SNPS$ADI$LIN$ITW
$1.9B
217 positions
#22MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$ADI$LIN$AFL$GWW$NEE$LHX
$857M
166 positions
#23McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$SNPS$ADI$MS
$580M
104 positions
#24CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 4 shared positions
$SNPS$MCD$TJX$NEE
$1.2B
203 positions
#25ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$SNPS$ADI$NEE
$99M
22 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.