How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MAI

13F Portfolio OverlapQ1 2026MAI portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MAI Capital Management is an institutional investor managing $17.7B across 5,017 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MAI are Whitegate Investment Counselors,, Windward Private Wealth, NOVEM GROUP, with shared positions in $HUM, $MDY, $COP, $SNOW, $UPST, $WT. The full ranking of 25 similar funds is below.

#1Whitegate Investment Counselors, Inc.Active

Some overlap · 5 shared positions

$HUM $MDY $COP $SNOW $UPST

$315M

68 positions

#2Windward Private Wealth Management Inc.Smart money

Some overlap · 6 shared positions

$HUM $COP $UPST $SNOW $WT $SHW

$289M

44 positions

#3NOVEM GROUPPassive

Some overlap · 5 shared positions

$HUM $COP $UPST $SNOW $WT

$873M

437 positions

#4SONATA CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$HUM $MDY $COP $SNOW $WT

$271M

123 positions

#5White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$HUM $COP $UPST $SNOW $IAU

$721M

145 positions

#6SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$HUM $MDY $SNOW $WT $IAU

$1.4B

558 positions

#7Ameritas Advisory Services, LLCPassive

Some overlap · 7 shared positions

$HUM $COP $SNOW $SHW $UPST $OKE

$2.6B

1,075 positions

#8Opus Financial Solutions LLCPassive

Some overlap · 6 shared positions

$HUM $SNOW $COP $UPST $WT $IAU

$106M

103 positions

#9Madden Advisory Services, Inc.Passive

Some overlap · 6 shared positions

$HUM $COP $SHW $SNOW $IAU $MDY

$254M

108 positions

#10Disciplined Investments, LLCPassive

Some overlap · 6 shared positions

$COP $MDY $UPST $OKE $SNOW $IAU

$279M

141 positions

#11FLAGSTAR ADVISORS INC.Passive

Some overlap · 5 shared positions

$HUM $MDY $SHW $WT $IAU

$276M

174 positions

#12MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 5 shared positions

$HUM $COP $UPST $WT $IAU

$136M

80 positions

#13Meridian Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$HUM $MDY $COP $WT

$183M

141 positions

#14Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$HUM $MDY $COP $IAU

$480M

160 positions

#15Resonant Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $COP $SNOW $MDY $IAU

$1.9B

495 positions

#16Investment Advisory Group, LLCPassive

Some overlap · 4 shared positions

$HUM $MDY $COP $UPST

$393M

194 positions

#17Integrity Investment Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $COP $SHW $WT $IAU

$184M

74 positions

#18MONTAG A & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$HUM $MDY $UPST $COP

$2.2B

940 positions

#19Curran Financial Partners, LLCActive

Some overlap · 5 shared positions

$HUM $UPST $SHW $OKE $WT

$559M

127 positions

#20CWS Financial Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $COP $UPST $MDY

$390M

157 positions

#21TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 5 shared positions

$HUM $COP $UPST $SNOW $WT

$4.8B

1,649 positions

#22BLUELINE ADVISORS LLCActive

Some overlap · 6 shared positions

$MDY $COP $SHW $WT $HUM $UPST

$129M

217 positions

#23Oakmont Advisory Group, LLCPassive

Some overlap · 4 shared positions

$HUM $COP $UPST $SNOW

$98M

119 positions

#24Cornerstone Financial Management LLCPassive

Some overlap · 4 shared positions

$HUM $COP $UPST $SNOW

$109M

1,311 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$HUM $COP $UPST $SNOW

$350M

95 positions

Compare MAI’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MAI’s holdings

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.