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Hedge Funds Similar to McKinley Carter Wealth Services,

13F Portfolio OverlapQ1 2026McKinley Carter Wealth Services, portfolio →
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Most similar hedge funds by 13F overlap

McKinley Carter Wealth Services, Inc. is an institutional investor managing $1.7B across 305 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 McKinley Carter Wealth Services, are Freedom Day Solutions,, Cushing Partners,, Williams Jones Wealth ,, with shared positions in $BRZE, $DHR, $PWR, $LIN, $MDLZ, $TJX. The full ranking of 25 similar funds is below.

#1Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$BRZE$DHR$PWR$LIN
$373M
96 positions
#2Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$BRZE$DHR$MDLZ$LIN
$130M
96 positions
#3Williams Jones Wealth Management, LLC.Active
Some overlap · 7 shared positions
$DHR$TJX$ORLY$DOV$PWR$INTU
$8.1B
514 positions
#4ADE, LLCActive
Some overlap · 4 shared positions
$BRZE$DHR$SE$DOV
$209M
86 positions
#5Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$BRZE$DHR$LIN$SE
$450M
58 positions
#6FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$BRZE$DHR$DOV$SE
$133M
121 positions
#7Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$BRZE$DHR$DOV$MCK
$578M
118 positions
#8James J. Burns & Company, LLCActive
Some overlap · 3 shared positions
$BRZE$DHR$SE
$737M
155 positions
#9Manuka Financial, LLCActive
Some overlap · 3 shared positions
$BRZE$DHR$DOV
$162M
56 positions
#10St. Louis Trust CoActive
Some overlap · 4 shared positions
$BRZE$DHR$DOV$MDLZ
$856M
145 positions
#11ANGELES WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$BRZE$DHR$DOV$PWR
$1.8B
524 positions
#12Juno Financial Group LLCActive
Some overlap · 3 shared positions
$BRZE$DHR$SE
$255M
70 positions
#13WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$BRZE$DOV$DHR$RL
$1.3B
350 positions
#14Downshift Financial, LLCActive
Some overlap · 3 shared positions
$BRZE$DHR$SE
$193M
77 positions
#15Unify Financial AdvisorsPassive
Some overlap · 4 shared positions
$BRZE$DOV$SE$DHR
$96M
89 positions
#16HFR Wealth Management, LLCActive
Some overlap · 6 shared positions
$DHR$TJX$DOV$WM$INTU$APH
$407M
49 positions
#17Everest Management Corp.Active
Some overlap · 3 shared positions
$BRZE$DHR$INTU
$197M
72 positions
#18MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$BRZE$DHR$DOV$TJX
$147M
67 positions
#19Sageworth Trust Co of South DakotaActive
Some overlap · 3 shared positions
$BRZE$TJX$DHR
$126M
56 positions
#20CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BRZE$DHR$SE
$324M
77 positions
#213EDGE Asset Management, LPSmart money
Some overlap · 3 shared positions
$BRZE$SE$DOV
$2.1B
91 positions
#22Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$BRZE$DHR$DOV
$1.1B
121 positions
#23Charter Oak Capital Management, LLCActive
Some overlap · 4 shared positions
$BRZE$DHR$TXN$DOV
$1.3B
208 positions
#24OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 4 shared positions
$BRZE$DOV$APH$WM
$519M
144 positions
#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$DHR$TJX$LIN$INTU$TXN$APH
$506M
75 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.