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Hedge Funds Similar to Mader & Shannon Wealth ,

13F Portfolio OverlapQ1 2026Mader & Shannon Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Mader & Shannon Wealth Management, Inc. is an institutional investor managing $214M across 21 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 Mader & Shannon Wealth , are Rather & Kittrell,, Pillar Financial Advisors,, Independent Family Office,, with shared positions in $IAU, $MLM, $USB, $TMO, $MPC, $FSLR. The full ranking of 25 similar funds is below.

#1Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$IAU$MLM$USB
$648M
113 positions
#2Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$USB$TMO
$171M
106 positions
#3Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$USB$TMO
$243M
90 positions
#4SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$MPC$FSLR
$199M
97 positions
#5BCWM, LLCPassive
Notable overlap · 3 shared positions
$IAU$DHI$USB
$353M
57 positions
#6Purkiss Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$TMO$PSX$VLO
$227M
168 positions
#7S.E.E.D. Planning Group LLCPassive
Notable overlap · 3 shared positions
$TMO$VLO$USB
$344M
89 positions
#8Strategic Wealth Investment Group, LLCPassive
Notable overlap · 3 shared positions
$USB$TMO$FSLR
$788M
94 positions
#9DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$USB$IAU$PSX
$464M
679 positions
#10Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$FSLR$TMO
$289M
98 positions
#11Summit Street Capital Management, LLCActive
Notable overlap · 3 shared positions
$VLO$MPC$DINO
$707M
31 positions
#12ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 4 shared positions
$VLO$PSX$MPC$MLM
$863M
54 positions
#13Miller Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$USB$MPC$MLM
$208M
262 positions
#14CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 3 shared positions
$USB$MLM$VLO
$156M
46 positions
#15REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$USB$VLO$TMO
$697M
218 positions
#16WS MANAGEMENT LLLPActive
Some overlap · 3 shared positions
$USB$KNX$MPC
$1.1B
56 positions
#17D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$TMO$KNX$MLM
$11.2B
44 positions
#18Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$KNX$DHI$TMO
$229M
28 positions
#19Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$MPC$KNX$VLO$PSX
$263M
121 positions
#20Kure Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$USB$PSX
$184M
56 positions
#21RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$USB$MPC
$170M
87 positions
#22Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$USB$IAU$KNX
$595M
87 positions
#23CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$VLO$MPC$PSX
$114M
200 positions
#24Rosenberg Matthew HamiltonActive
Some overlap · 4 shared positions
$USB$VLO$MPC$PSX
$488M
799 positions
#25SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 3 shared positions
$VLO$MPC$PSX
$507M
306 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.