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 MFA WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026MFA WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

MFA WEALTH ADVISORS, LLC is an institutional investor managing $587M 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 MFA WEALTH ADVISORS, are Moisand Fitzgerald Tamayo,, BetterWealth,, Frankly Finances,, with shared positions in $SNOW, $AMN, $IAU, $AXP, $KO, $TJX. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 6 shared positions

$SNOW $AMN $IAU $AXP $KO $TJX

$931M

518 positions

#2BetterWealth, LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $AMN $USB $KLAC $AMD

$510M

85 positions

#3Frankly Finances, LLCActive

Substantial overlap · 3 shared positions

$SNOW $IAU $AMN

$110M

64 positions

#4Heritage Financial Services, LLC

Substantial overlap · 5 shared positions

$SNOW $AMN $KO $TJX $AXP

$1.2B

126 positions

#5Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $DUK

$495M

279 positions

#6Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $AMN $BA

$520M

91 positions

#7Holcombe Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $AMN $DUK $KO

$170M

49 positions

#8NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $IAU $KO $AXP $SHW

$247M

71 positions

#9Seneschal Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $ERIE $BA

$135M

594 positions

#10Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $AMN $MAR

$335M

104 positions

#11CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $CEG $LMT $MAR $OKE

$156M

80 positions

#12ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 4 shared positions

$SNOW $LMT $KO $KLAC

$282M

95 positions

#13BCM ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $KO $DUK $AMD

$507M

78 positions

#14STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $SAN $BA

$124M

51 positions

#15ACORN CREEK CAPITAL LLCActive

Notable overlap · 4 shared positions

$SNOW $SHW $AMD $MAR

$280M

84 positions

#16NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $SAN $USB

$105M

107 positions

#17Armor Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $DUK $MAR

$278M

160 positions

#18Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $SHW $IAU

$415M

51 positions

#19BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $USB $OKE $DUK

$208M

47 positions

#20FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $IAU $GSAT

$754M

345 positions

#21Legend Capital Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $AMD $AXP

$160M

159 positions

#22Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $MAR $TJX

$127M

54 positions

#23Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $IAU $KO $AXP

$398M

88 positions

#24Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $SHW $KO

$325M

57 positions

#25Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $AXP $AMD

$539M

115 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.