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 Mader & Shannon Wealth

13F Portfolio OverlapQ2 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 Q2 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 Plum Street Advisors, SAGE PRIVATE WEALTH GROUP, Ariston Services Group, with shared positions in $IAU, $FSLR, $TMO, $MPC, $MLM, $VLO. The full ranking of 25 similar funds is below.

#1Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $FSLR $TMO

$313M

107 positions

#2SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $MPC $FSLR

$222M

100 positions

#3Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $TMO $MLM

$181M

70 positions

#4Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $MPC $TMO

$880M

211 positions

#5ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 4 shared positions

$VLO $PSX $MPC $MLM

$763M

51 positions

#6Summit Street Capital Management, LLCActive

Notable overlap · 3 shared positions

$VLO $MPC $DINO

$713M

31 positions

#7Two Point Capital Management, Inc.Active

Notable overlap · 3 shared positions

$DHI $KNX $TMO

$248M

30 positions

#8Ballew Advisors, IncActive

Notable overlap · 3 shared positions

$VLO $IAU $PSX

$194M

129 positions

#9Purkiss Capital Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $TMO $VLO $PSX

$263M

189 positions

#10CrossGen Wealth, LLCPassive

Notable overlap · 3 shared positions

$VLO $MPC $PSX

$129M

214 positions

#11Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $MPC $TMO

$412M

181 positions

#12William B. Walkup & Associates, Inc.Passive

Some overlap · 3 shared positions

$VLO $DHI $PSX

$208M

258 positions

#13Cherokee Insurance CoPassive

Some overlap · 4 shared positions

$KNX $MPC $VLO $PSX

$259M

124 positions

#14Biltmore Wealth Management, LLCActive

Some overlap · 3 shared positions

$VLO $TMO $PSX

$320M

58 positions

#15NFJ INVESTMENT GROUP, LLCPassive

Some overlap · 3 shared positions

$DINO $MPC $PSX

$3.0B

208 positions

#16Unison Advisors LLCActive

Some overlap · 4 shared positions

$DHI $MPC $VLO $PSX

$1.4B

173 positions

#17SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Some overlap · 3 shared positions

$VLO $MPC $PSX

$530M

308 positions

#18REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $VLO $TMO

$760M

229 positions

#19Philadelphia Investment Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $VLO $MPC $PSX

$161M

189 positions

#20Sagefield Capital LPPassive

Some overlap · 3 shared positions

$VLO $MLM $PSX

$1.3B

107 positions

#21Bay Harbor Wealth Management, LLCActive

Some overlap · 3 shared positions

$IAU $VLO $MPC

$434M

1,293 positions

#22Myriad Asset Management US LPActive

Some overlap · 3 shared positions

$TMO $MLM $VLO

$72M

52 positions

#23Myriad Asset Management Advisors LLCActive

Some overlap · 3 shared positions

$TMO $MLM $VLO

$424M

49 positions

#24Credit Capital Investments LLCActive

Some overlap · 3 shared positions

$FSLR $VLO $MPC

$175M

42 positions

#25ICON ADVISERS INC/COPassive

Some overlap · 3 shared positions

$DINO $PSX $KNX

$532M

195 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.