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Hedge Funds Similar to MAI

13F Portfolio OverlapQ2 2026MAI portfolio →
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Most similar hedge funds by 13F overlap

MAI Capital Management is an institutional investor managing $26.6B across 2,108 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 MAI are RETIREMENT INCOME SOLUTIONS, Henderson Brothers Financial Partners, PENOBSCOT WEALTH, with shared positions in $GLDM, $MDY, $IAU, $ETN, $DOV, $QCOM. The full ranking of 25 similar funds is below.

#1RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 4 shared positions
$GLDM$MDY$IAU$ETN
$581M
172 positions
#2Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$IAU
$211M
77 positions
#3PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$GLDM$DOV$IAU$ETN
$388M
120 positions
#4Integrity Wealth Solutions LLCActive
Some overlap · 4 shared positions
$GLDM$DOV$IAU$MDY
$271M
129 positions
#5Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$162M
65 positions
#6SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$ETN$QCOM
$298M
135 positions
#7American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$109M
52 positions
#8FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$698M
153 positions
#9GOULD ASSET MANAGEMENT LLC /CA/Smart money
Some overlap · 3 shared positions
$GLDM$MDY$IAU
$635M
176 positions
#10MYECFO, LLCSmart money
Some overlap · 3 shared positions
$GLDM$DOV$IAU
$266M
72 positions
#11Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$IAU
$983M
149 positions
#12NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$GLDM$DOV$IAU
$283M
75 positions
#13Capital Planning Advisors, LLC
Some overlap · 3 shared positions
$GLDM$SHW$ETN
$692M
146 positions
#143EDGE Asset Management, LPActive
Some overlap · 4 shared positions
$GLDM$DOV$MDY$IAU
$2.2B
94 positions
#15Chatterton & Associates Inc.Active
Some overlap · 3 shared positions
$GLDM$DOV$ETN
$170M
101 positions
#16Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$DOV$QCOM
$1.3B
543 positions
#17CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MDY
$307M
77 positions
#18BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$IAU$ETN
$239M
72 positions
#19Genesis Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$MDY$DOV$IAU
$167M
72 positions
#20Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$ETN
$1.8B
560 positions
#21SBI Okasan Asset Management Co.Ltd.Smart money
Some overlap · 3 shared positions
$GLDM$ETN$QCOM
$3.0B
320 positions
#22Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$GLDM$DOV$IAU
$303M
228 positions
#23WFA of San Diego, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$QCOM
$122M
94 positions
#24Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$GLDM$DOV$IAU
$166M
570 positions
#25Tidemark, LLCPassive
Some overlap · 3 shared positions
$GLDM$QCOM$IAU
$444M
935 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.