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Hedge Funds Similar to William Howard & Financial Advisors

13F Portfolio OverlapQ2 2026William Howard & Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

William Howard & Co Financial Advisors Inc is an institutional investor managing $129M across 54 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 William Howard & Financial Advisors are Reliant Investment, MAR VISTA INVESTMENT PARTNERS, RESOURCES /CT, with shared positions in $APH, $CRWD, $SYK, $MCO, $MRVL. The full ranking of 25 similar funds is below.

#1Reliant Investment Management, LLCPassive
Notable overlap · 3 shared positions
$APH$CRWD$SYK
$281M
55 positions
#2MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 3 shared positions
$APH$SYK$MCO
$1.0B
33 positions
#3RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Notable overlap · 4 shared positions
$APH$CRWD$SYK$MRVL
$794M
188 positions
#4NZS Capital, LLCActive
Notable overlap · 4 shared positions
$APH$SYK$MRVL$CRWD
$3.9B
61 positions
#5CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$APH$MRVL$CRWD
$219M
42 positions
#6CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$APH$SYK$MCO
$456M
67 positions
#7CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$APH$MCO$SYK
$1.3B
99 positions
#8Strong Retirement Solutions LLCPassive
Some overlap · 3 shared positions
$APH$CRWD$SYK
$167M
82 positions
#9Snider Financial GroupPassive
Some overlap · 3 shared positions
$CRWD$SYK$MRVL
$393M
103 positions
#10Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$MCO$SYK
$573M
125 positions
#11Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$APH$CRWD
$442M
84 positions
#12Galaxy Digital Capital Management GP LLCPassive
Some overlap · 3 shared positions
$CRWD$MCO$APH
$206M
67 positions
#13HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$MRVL$APH$SYK
$217M
352 positions
#14TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MRVL$SYK$CRWD
$238M
118 positions
#15Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$CRWD$SYK$APH
$125M
312 positions
#16Wilian Securities, LLCPassive
Some overlap · 3 shared positions
$CRWD$APH$SYK
$169M
89 positions
#17AdvisorShares Investments LLCActive
Some overlap · 3 shared positions
$APH$MCO$SYK
$828M
269 positions
#18Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$MRVL$APH$CRWD
$147M
69 positions
#19Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$APH$CRWD$MRVL
$228M
70 positions
#20Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$SYK$MRVL
$140M
101 positions
#21Waterway Wealth Management, LLCActive
Some overlap · 4 shared positions
$MCO$APH$CRWD$SYK
$490M
96 positions
#22Black Swift Group, LLCActive
Some overlap · 3 shared positions
$CRWD$MCO$APH
$692M
143 positions
#23SECURED RETIREMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MCO$SYK$APH
$195M
134 positions
#24ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$CRWD$APH$MRVL
$4.4B
109 positions
#25ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$APH$CRWD$MRVL
$409M
182 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.