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 MV ,

13F Portfolio OverlapQ1 2026MV , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MV CAPITAL MANAGEMENT, INC. is an institutional investor managing $1.0B across 1,197 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 MV , are Shellback ,, ABSHER WEALTH ,, Consilium Wealth Advisory,, with shared positions in $RL, $HLT, $MU, $CFG, $ABT, $AMGN. The full ranking of 25 similar funds is below.

#1Shellback Capital, LPPassive

Notable overlap · 4 shared positions

$RL $HLT $MU $CFG

$703M

79 positions

#2ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$ABT $RL $AMGN

$853M

70 positions

#3Consilium Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$RL $MU $LRCX $AMGN $SNOW

$293M

102 positions

#4WestEnd Advisors, LLCActive

Some overlap · 3 shared positions

$RL $TJX $CB

$4.1B

391 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$HLT $SSL $CB $ABT $AMGN

$187M

55 positions

#6TRUE Private Wealth AdvisorsPassive

Some overlap · 3 shared positions

$RL $MU $LRCX

$1.0B

266 positions

#7Godshalk Welsh Capital Management, Inc.Passive

Some overlap · 5 shared positions

$SSL $HLT $TJX $ECL $SYY

$172M

129 positions

#8Winthrop Partners - WNY, LLCPassive

Some overlap · 4 shared positions

$HLT $SSL $CB $CME

$188M

87 positions

#9Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 4 shared positions

$HLT $SSL $AMGN $SNOW

$257M

109 positions

#10Summit Asset Management, LLCActive

Some overlap · 3 shared positions

$HLT $SSL $TJX

$719M

172 positions

#11Grantham, Mayo, Van Otterloo & Co. LLCActive

Some overlap · 4 shared positions

$ABT $HLT $LRCX $TJX

$39.1B

628 positions

#12WOODMONT INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$HLT $SSL $CB

$1.6B

263 positions

#13LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 3 shared positions

$HLT $SSL $CB

$133M

61 positions

#14HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$SSL $HLT $CB $GRMN $AMGN

$351M

81 positions

#15Sound View Wealth Advisors Group, LLCPassive

Some overlap · 3 shared positions

$HLT $SSL $AMGN

$1.5B

422 positions

#16Windsor Capital Management, LLCActive

Some overlap · 3 shared positions

$HLT $SSL $AMGN

$355M

123 positions

#17LifePlan Financial, LLCPassive

Some overlap · 3 shared positions

$HLT $SSL $SNOW

$135M

83 positions

#18InvesTrustPassive

Some overlap · 3 shared positions

$HLT $SSL $SNOW

$238M

91 positions

#19Cornerstone Planning, LLCPassive

Some overlap · 3 shared positions

$SSL $HLT $CB

$443M

141 positions

#20EIGHT 31 FINANCIAL, LLCActive

Some overlap · 3 shared positions

$HLT $SSL $SNOW

$166M

72 positions

#21McCollum Christoferson Group LLCPassive

Some overlap · 3 shared positions

$HLT $ABT $ECL

$333M

77 positions

#22ARCADIA INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$HLT $SSL $SNOW

$212M

81 positions

#23LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$ABT $MU $CB $AMGN

$260M

101 positions

#24NOVEM GROUPPassive

Some overlap · 4 shared positions

$HLT $SSL $AMGN $SNOW

$873M

437 positions

#25TABR Capital Management, LLCActive

Some overlap · 5 shared positions

$SSL $RL $LRCX $MU $MPWR

$109M

54 positions

Compare MV ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MV ,’s holdings

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.