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Hedge Funds Similar to M Securities

13F Portfolio OverlapQ2 2026M Securities portfolio →
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Most similar hedge funds by 13F overlap

M Holdings Securities, Inc. is an institutional investor managing $731M across 148 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 M Securities are GQG Partners, Lloyd Advisory Services, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $NEE, $DUK, $VZ, $T, $MO, $ENB. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive
Some overlap · 7 shared positions
$NEE$DUK$VZ$T$MO$ENB
$53.8B
102 positions
#2Lloyd Advisory Services, LLC.Passive
Some overlap · 8 shared positions
$DUK$SLV$VZ$T$MO$ENB
$258M
628 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$NEE$DUK$VZ$T$MO
$1.7B
256 positions
#4Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$NEE$DUK$VZ$T$COP$KMI
$151M
70 positions
#5Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$NEE$DUK$VZ$T$MDT$KMI
$723M
260 positions
#6Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$NEE$DUK$T$MO$COP$MDT
$10.2B
208 positions
#7Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$PNFP$DUK$NEE$VZ$T
$218M
204 positions
#8Jefferson Bridge Capital, LLCPassive
Some overlap · 6 shared positions
$PNFP$DUK$VZ$CRM$NHI$PLTR
$115M
53 positions
#9Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$DUK$T$MO$MDT
$148M
110 positions
#10AlphaStar Capital Management, LLCActive
Some overlap · 7 shared positions
$DUK$SLV$IBIT$MO$PLTR$NOW
$1.6B
280 positions
#11Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 7 shared positions
$NEE$VZ$T$UBER$CRM$NOW
$327M
94 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$NEE$DUK$VZ$T
$239M
126 positions
#13Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$DUK$VZ$MO
$1.2B
499 positions
#14Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$NEE$DUK$VZ$MO
$148M
117 positions
#15Broyhill Asset Management, LLCPassive
Some overlap · 6 shared positions
$DUK$NEE$SLV$UBER$ENB$NOW
$112M
77 positions
#16BROOKS, MOORE & ASSOCIATES, INC.
Some overlap · 4 shared positions
$NEE$PNFP$DUK$VZ
$223M
114 positions
#17Zinnia Wealth Advisory, LLCPassive
Some overlap · 5 shared positions
$DUK$NEE$VZ$IBIT$MO
$98M
97 positions
#18Stack Financial Management, IncActive
Some overlap · 5 shared positions
$NEE$DUK$T$COP$MDT
$1.3B
54 positions
#19TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$NEE$VZ$MO$ENB$SNY$KMI
$798M
187 positions
#20Stamos Capital Partners, L.P.Passive
Some overlap · 5 shared positions
$NEE$VZ$T$CRM$MDT
$653M
140 positions
#21FARMERS TRUST CO
Some overlap · 6 shared positions
$NEE$VZ$T$PLTR$KMI$FCX
$637M
203 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$NEE$VZ$ENB$PLTR$COP$KMI
$329M
323 positions
#23Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$NEE$DUK$UBER$CRM
$825M
104 positions
#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$DUK$UBER$CRM
$8.0B
1,334 positions
#25Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$DUK$SLV$VZ$T$MO
$486M
249 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.