What hedge funds are most similar to Mesirow Financial Investment Management, Inc.?

The funds with the most similar 13F portfolios to Mesirow Financial Investment Management, Inc. are Perennial Advisors,, Creekside Partners, New Covenant Company, N.A., based on overlapping conviction holdings in the latest SEC filings.

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 Mesirow Financial Investment ,

13F Portfolio OverlapQ1 2026Mesirow Financial Investment , portfolio →

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Most similar hedge funds by 13F overlap

Mesirow Financial Investment Management, Inc. is an institutional investor managing $6.2B across 517 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 Mesirow Financial Investment , are Perennial Advisors,, Creekside Partners, New Covenant Company, N.A., with shared positions in $KKR, $FDX, $COP, $TMO, $UNP, $LIN. The full ranking of 25 similar funds is below.

#1Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$KKR $FDX $COP $TMO $UNP $LIN

$587M

122 positions

#2Creekside PartnersPassive

Some overlap · 6 shared positions

$KKR $BRZE $HUM $COP $CRM $DOV

$243M

183 positions

#3New Covenant Trust Company, N.A.Active

Some overlap · 6 shared positions

$KKR $BRZE $BAC $LIN $UNP $COP

$112M

96 positions

#4FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$KKR $BRZE $COP $BAC $DOV

$133M

121 positions

#5Kastel Capital Advisors, LLCActive

Some overlap · 5 shared positions

$KKR $BRZE $COP $HUM $DOV

$163M

55 positions

#6SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 7 shared positions

$BAH $COP $HUM $CRM $BRZE $UNP

$222M

135 positions

#7Ballast Financial Advisors LLCActive

Some overlap · 6 shared positions

$KKR $COP $BRZE $HUM $BAC $DOV

$98M

68 positions

#8Sage Investment Advisers LLCPassive

Some overlap · 5 shared positions

$BRZE $KKR $FDX $HUM $UNP

$135M

89 positions

#9FIRST MANHATTAN CO. LLC.Active

Some overlap · 6 shared positions

$KKR $TMO $LOW $CRM $LIN $UNP

$36.1B

753 positions

#10Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 5 shared positions

$KKR $BRZE $HUM $FDX $DOV

$111M

63 positions

#11Coordinated Financial Services, Inc.Passive

Some overlap · 5 shared positions

$KKR $BRZE $BAC $DOV $COP

$174M

176 positions

#12White Lighthouse Investment Management Inc.Active

Some overlap · 4 shared positions

$KKR $BRZE $COP $HUM

$721M

145 positions

#13High Net Worth Advisory Group LLCPassive

Some overlap · 5 shared positions

$KKR $TMO $HUM $BAH $CRM

$429M

244 positions

#14Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$KKR $COP $HUM $BAC $LOW

$123M

111 positions

#15AA Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$KKR $COP $CRM $BAH $DOV $LOW

$710M

221 positions

#16Juno Financial Group LLCActive

Some overlap · 4 shared positions

$KKR $BRZE $HUM $LOW

$255M

70 positions

#17MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$KKR $FDX $TMO $LOW $TEL

$1.1B

105 positions

#18Cherry Tree Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $BRZE $COP $HLT $HUM

$473M

582 positions

#19Scott & Selber, Inc.Active

Some overlap · 5 shared positions

$BRZE $HUM $COP $TMO $BAC

$387M

91 positions

#20NOVEM GROUPPassive

Some overlap · 5 shared positions

$KKR $COP $HUM $BAH $HLT

$873M

437 positions

#21WARNER FINANCIAL, INCActive

Some overlap · 4 shared positions

$KKR $BRZE $HUM $BAH

$292M

135 positions

#22Hartmann Taylor Wealth Management, LLCActive

Some overlap · 5 shared positions

$BRZE $BAH $HUM $CRM $DOV

$151M

54 positions

#23Zhang Financial LLCActive

Some overlap · 4 shared positions

$KKR $BRZE $COP $DOV

$2.9B

367 positions

#24BURNS J W & CO INC/NYActive

Some overlap · 5 shared positions

$KKR $BRZE $HUM $TMO $LOW

$873M

183 positions

#25Cannon Wealth Management Services, LLCPassive

Some overlap · 5 shared positions

$KKR $BAH $HUM $FDX $LOW

$148M

85 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.