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Hedge Funds Similar to McNamara Financial Services,

13F Portfolio OverlapQ1 2026McNamara Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

McNamara Financial Services, Inc. is an institutional investor managing $528M across 99 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 McNamara Financial Services, are Midwest Advisors,, Marathon Strategic Advisors,, WEALTH ,, with shared positions in $GMM, $WT, $LRCX, $TT, $SCHW, $UNIT. The full ranking of 25 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$GMM$WT$LRCX
$214M
199 positions
#2Marathon Strategic Advisors, LLCActive
Notable overlap · 4 shared positions
$GMM$WT$TT$SCHW
$139M
52 positions
#3CAPITAL WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GMM$WT$UNIT
$370M
34 positions
#4Uptown Financial Advisors LLCActive
Notable overlap · 6 shared positions
$GMM$KKR$UNIT$HUM$TXN$SCHW
$126M
76 positions
#5LPWM LLCActive
Notable overlap · 4 shared positions
$GMM$DDOG$UNIT$SCHW
$396M
94 positions
#6Chaney Capital Management, Inc.Smart money
Notable overlap · 4 shared positions
$GMM$KKR$HUM$SCHW
$284M
41 positions
#7Values Added Financial LLCPassive
Notable overlap · 4 shared positions
$GMM$DDOG$KKR$HUM
$238M
134 positions
#8Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$KKR
$1.0B
145 positions
#9Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$GMM$TXN$DDOG$SNPS$ADI
$225M
196 positions
#10Walsh & Associates, LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$KKR
$101M
287 positions
#11Schwallier Wealth Management LLCActive
Some overlap · 5 shared positions
$GMM$DDOG$HUM$WT$UNIT
$137M
58 positions
#12BlueStem Wealth Partners, LLCActive
Some overlap · 5 shared positions
$GMM$SNPS$WT$HUM$BAC
$900M
124 positions
#13Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$GMM$DDOG$WT$HUM$MS
$238M
108 positions
#14JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$GMM$HUM$SNPS$SCHW
$205M
139 positions
#15JDM Financial Group LLCActive
Some overlap · 5 shared positions
$GMM$SCHW$KKR$GE$HUM
$259M
318 positions
#16Brio Consultants, LLCActive
Some overlap · 9 shared positions
$GMM$HUM$KKR$DDOG$NU$BAC
$818M
152 positions
#17ERn Financial, LLCActive
Some overlap · 5 shared positions
$GMM$TXN$HUM$WT$UNIT
$532M
150 positions
#18STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 4 shared positions
$GMM$CRM$NU$LRCX
$113M
82 positions
#19TPG Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$DDOG$TXN$NU
$307M
76 positions
#20JNBA Financial AdvisorsActive
Some overlap · 5 shared positions
$GMM$HUM$DDOG$WT$SCHW
$1.2B
819 positions
#21Xena Financial Planning, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$NU
$89M
33 positions
#22CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$GMM$TXN$SCHW
$971M
146 positions
#23Aquire Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$GMM$UNIT$SCHW
$381M
49 positions
#24EHRLICH FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$GMM$HUM$KKR$UNIT$MS
$174M
112 positions
#25BRIGHTON SECURITIES CORP.Smart money
Some overlap · 6 shared positions
$GMM$KKR$SNPS$DDOG$HUM$ADI
$208M
47 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.