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 MCF Advisors

13F Portfolio OverlapQ1 2026MCF Advisors portfolio →

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Most similar hedge funds by 13F overlap

MCF Advisors LLC is an institutional investor managing $2.3B across 1,338 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 MCF Advisors are Madson Wealth Advisors, Westfuller Advisors,, TD PRIVATE CLIENT WEALTH, with shared positions in $SE, $MS, $DHR, $HUM, $CMI, $SNOW. The full ranking of 25 similar funds is below.

#1Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$SE $MS $DHR $HUM $CMI

$120M

84 positions

#2Westfuller Advisors, LLCPassive

Notable overlap · 4 shared positions

$SE $SNOW $MS $KKR

$232M

756 positions

#3TD PRIVATE CLIENT WEALTH LLCPassive

Notable overlap · 5 shared positions

$SE $MS $SNOW $HUM $UPST

$4.8B

1,649 positions

#4Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$SE $SNOW $KKR

$511M

129 positions

#5Red Tortoise LLCPassive

Notable overlap · 6 shared positions

$SNOW $MS $KKR $HUM $UPST $SE

$240M

591 positions

#6Hound Partners, LLCActive

Notable overlap · 3 shared positions

$SE $MS $HUM

$799M

35 positions

#7Bienville Capital Management, LLCPassive

Notable overlap · 3 shared positions

$SE $SNOW $HUM

$550M

74 positions

#8FC Advisory LLCActive

Some overlap · 4 shared positions

$SNOW $MS $DHR $HUM

$342M

115 positions

#9Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$SNOW $SE $KKR $HUM

$525M

138 positions

#10Madrid Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $MS $KKR $UPST

$133M

70 positions

#11Scott Capital Advisors, LLCActive

Some overlap · 4 shared positions

$SNOW $MS $KKR $HUM

$493M

58 positions

#12Fund Evaluation Group, LLCSmart money

Some overlap · 4 shared positions

$SE $SNOW $DHR $UPST

$3.3B

73 positions

#13HARBOR ADVISORY CORP /MA/Passive

Some overlap · 6 shared positions

$SNOW $SE $MDY $HLT $MS $SSL

$333M

79 positions

#14PENNEY FINANCIAL, LLCSmart money

Some overlap · 3 shared positions

$SNOW $MS $KKR

$261M

48 positions

#15DDFG, IncActive

Some overlap · 4 shared positions

$SE $MS $HUM $AMGN

$464M

86 positions

#16LifeGoal Investments, LLCPassive

Some overlap · 3 shared positions

$SNOW $MS $HUM

$175M

112 positions

#17D'Orazio & Associates, Inc.Active

Some overlap · 3 shared positions

$SNOW $MS $HUM

$772M

299 positions

#18Foundation Wealth Management, LLCSmart money

Some overlap · 5 shared positions

$SNOW $SE $DHR $HLT $SSL

$148M

44 positions

#19Echo Wealth Management, LLCActive

Some overlap · 3 shared positions

$SNOW $MS $UPST

$174M

47 positions

#20American TrustActive

Some overlap · 3 shared positions

$SNOW $MS $CMI

$1.1B

313 positions

#21Silver Coast Investments LLCActive

Some overlap · 3 shared positions

$SNOW $MS $CMI

$313M

119 positions

#22Sound Stewardship, LLCActive

Some overlap · 3 shared positions

$SE $MS $DHR

$218M

63 positions

#23Juno Financial Group LLCActive

Some overlap · 5 shared positions

$SE $DHR $KKR $HUM $CMI

$255M

70 positions

#24Montecito Bank & TrustPassive

Some overlap · 5 shared positions

$SNOW $SE $KKR $HUM $UPST

$607M

266 positions

#25Confluence Wealth Services, Inc.Active

Some overlap · 3 shared positions

$MS $SNOW $HUM

$2.6B

365 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.