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 MAINSTAY

13F Portfolio OverlapQ2 2026MAINSTAY portfolio →

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Most similar hedge funds by 13F overlap

MAINSTAY CAPITAL MANAGEMENT LLC /ADV is an institutional investor managing $1.4B across 144 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 MAINSTAY are Briaud Financial Planning, LifeWealth Investments, RiverGlades Family Offices, with shared positions in $SLV, $IAU, $AMGN, $APH, $TXN, $PM. The full ranking of 25 similar funds is below.

#1Briaud Financial Planning, IncSmart money

Notable overlap · 3 shared positions

$SLV $IAU $AMGN

$380M

42 positions

#2LifeWealth Investments, LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $APH $TXN

$374M

136 positions

#3RiverGlades Family Offices LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $PM $OKE

$218M

108 positions

#4Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $APH $WFC

$211M

62 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$IAU $SO $PM $AMGN $MO

$802M

151 positions

#6Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$IAU $PM $MCK $BNY $WFC

$637M

125 positions

#7Shah Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $PM $AEP $MO

$433M

79 positions

#8Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $AMGN

$196M

47 positions

#9Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MCK $BNY

$313M

107 positions

#10Arkos Global AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $SO

$844M

124 positions

#11Forthright Family Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$IAU $PM $MO

$177M

57 positions

#12Midwest Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $WM $AEP

$246M

210 positions

#13WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $OKE $WFC

$317M

129 positions

#14GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $AMGN $PM

$642M

89 positions

#15Wealth Quarterback LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $OKE $BNY

$324M

172 positions

#16Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $BNY $AMGN

$200M

157 positions

#17Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $PM $MO

$455M

73 positions

#18ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $SO $WM $AEP

$327M

224 positions

#19January Capital Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $WM $AMGN

$120M

55 positions

#20Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $CEG

$145M

99 positions

#21MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $PM $AMGN $MO

$297M

166 positions

#22Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $AMGN $BNY

$390M

162 positions

#23Dynasty Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $PM $MCK

$13.5B

367 positions

#24Interactive Financial AdvisorsActive

Notable overlap · 4 shared positions

$IAU $SLV $SO $AEP

$164M

74 positions

#25VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $TXN $APH

$399M

99 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.