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Hedge Funds Similar to Members

13F Portfolio OverlapQ1 2026Members portfolio →
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Most similar hedge funds by 13F overlap

Members Trust Co is an institutional investor managing $3.0B across 154 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 Members are Yeomans Consulting Group,, Level Wealth, COOPER/HAIMS ADVISORS,, with shared positions in $DDOG, $IBM, $KO, $SO, $AMD, $MCD. The full ranking of 25 similar funds is below.

#1Yeomans Consulting Group, Inc.
Some overlap · 5 shared positions
$DDOG$IBM$KO$SO$AMD
$341M
113 positions
#2Level Wealth Management LLCSmart money
Some overlap · 5 shared positions
$DDOG$IBM$KO$MCD$SO
$213M
67 positions
#3COOPER/HAIMS ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$IBM$KO
$212M
103 positions
#4Veratis Advisors, Inc.
Some overlap · 4 shared positions
$DDOG$IBM$MCD$SBUX
$126M
75 positions
#5BAKER BOYER NATIONAL BANKSmart money
Some overlap · 4 shared positions
$DDOG$IBM$MCD$HON
$333M
91 positions
#6Gleason Group, Inc.Active
Some overlap · 5 shared positions
$DDOG$KO$MCD$DHR$SO
$1.0B
229 positions
#7Roth Financial Partners LLCSmart money
Some overlap · 3 shared positions
$DDOG$IBM$AMD
$293M
31 positions
#8Stembrook Asset Management, LLCSmart money
Some overlap · 4 shared positions
$DDOG$KO$SBUX$AMD
$102M
48 positions
#9Bedel Financial Consulting, Inc.Active
Some overlap · 3 shared positions
$DDOG$KO$MCD
$888M
296 positions
#10REGIMEN WEALTH, LLCActive
Some overlap · 3 shared positions
$DDOG$KO$MCD
$342M
70 positions
#11MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$DDOG$KO$ASML
$295M
82 positions
#12Newton One Investments LLCActive
Some overlap · 5 shared positions
$DDOG$MCD$DHR$IBM$MS
$368M
121 positions
#13CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$KO$DHR
$6.8B
222 positions
#14Joel Adams & Associates, Inc.Active
Some overlap · 3 shared positions
$DDOG$MS$MCD
$135M
64 positions
#15WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$MCD$SO
$350M
95 positions
#16Robocap Asset Management LtdActive
Some overlap · 3 shared positions
$DDOG$HON$AMD
$94M
23 positions
#17Summit Wealth Group, LLCActive
Some overlap · 3 shared positions
$DDOG$MS$DHR
$436M
126 positions
#18Heartwood Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$DDOG$KO$MCD$DHR
$1.1B
223 positions
#19Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$DDOG$IBM$DHR
$503M
83 positions
#20ForthRight Wealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$IBM$DHR$SO
$353M
75 positions
#21Wealthfront Advisers LLCActive
Some overlap · 3 shared positions
$DDOG$MS$AMD
$45.6B
1,076 positions
#22Salomon & Ludwin, LLCPassive
Some overlap · 3 shared positions
$DDOG$KO$MCD
$1.1B
2,097 positions
#23Values Added Financial LLCPassive
Some overlap · 3 shared positions
$DDOG$IBM$ASML
$238M
134 positions
#24Texas Capital Bank Wealth Management Services IncActive
Slight overlap · 3 shared positions
$DDOG$MS$DHR
$1.7B
346 positions
#25Firestone Capital ManagementPassive
Slight overlap · 3 shared positions
$DDOG$KO$DHR
$480M
160 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.