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 McAdam,

13F Portfolio OverlapQ1 2026McAdam, portfolio →

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Most similar hedge funds by 13F overlap

McAdam, LLC is an institutional investor managing $2.2B across 447 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 McAdam, are Shakespeare Wealth ,, Mokosak Advisory Group,, ASPIRIANT,, with shared positions in $UNIT, $WT, $MAR, $FITB, $DDOG, $CTVA. The full ranking of 25 similar funds is below.

#1Shakespeare Wealth Management, LLCActive

Some overlap · 7 shared positions

$UNIT $WT $MAR $FITB $DDOG $CTVA

$422M

98 positions

#2Mokosak Advisory Group, LLCSmart money

Some overlap · 4 shared positions

$UNIT $NOW $MAR $DDOG

$399M

34 positions

#3ASPIRIANT, LLCActive

Some overlap · 5 shared positions

$UNIT $WT $DDOG $MAR $CTVA

$3.5B

338 positions

#4Grove Street Fiduciary, LLCActive

Some overlap · 4 shared positions

$UNIT $WT $MAR $SNOW

$227M

74 positions

#5Seek First Inc.Active

Some overlap · 4 shared positions

$UNIT $WT $GILD $SNOW

$142M

58 positions

#6Sentinel Dome Partners, LLCActive

Some overlap · 4 shared positions

$UNIT $NOW $DDOG $SNOW

$105M

29 positions

#7rebel Financial LLCPassive

Some overlap · 4 shared positions

$UNIT $NOW $WT $SNOW

$231M

65 positions

#8Brooklyn FI, LLCActive

Some overlap · 5 shared positions

$UNIT $NOW $DDOG $GMM $CTVA

$476M

78 positions

#9Asset Management Group, Inc.Passive

Some overlap · 5 shared positions

$UNIT $MAR $DDOG $CTVA $SNOW

$619M

138 positions

#10Wealth Architects, LLCPassive

Some overlap · 4 shared positions

$UNIT $NOW $CTVA $WT

$1.1B

244 positions

#11CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$UNIT $WT $MAR

$149M

96 positions

#12Meramec Financial Planners, LLCPassive

Some overlap · 4 shared positions

$UNIT $WT $CTVA $SNOW

$252M

520 positions

#13THEORY FINANCIAL LLCPassive

Some overlap · 6 shared positions

$UNIT $WT $MAR $DDOG $MDLZ $GMM

$285M

94 positions

#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 6 shared positions

$UNIT $WT $DDOG $MDLZ $GMM $NOW

$206M

97 positions

#15Towerpoint Wealth, LLCActive

Some overlap · 6 shared positions

$UNIT $MAR $GMM $CTVA $SNOW $DDOG

$248M

93 positions

#16Cherry Tree Wealth Management, LLCPassive

Some overlap · 3 shared positions

$UNIT $WT $DDOG

$473M

582 positions

#17Grey Fox Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$UNIT $DDOG $GMM $SNOW $CTVA $MAR

$518M

140 positions

#18Jacobs Equity LLCPassive

Some overlap · 4 shared positions

$UNIT $MAR $WT $GMM

$112M

105 positions

#19CAPITAL WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$UNIT $WT $GMM

$370M

34 positions

#20FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 3 shared positions

$UNIT $WT $SNOW

$293M

105 positions

#21Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$UNIT $WT $SNOW

$950M

192 positions

#22Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$UNIT $MAR $DDOG $GMM $SNOW

$117M

74 positions

#23Veery Capital, LLCActive

Some overlap · 5 shared positions

$UNIT $DDOG $CTVA $SNOW $GILD

$326M

96 positions

#24Clear Retirement Advice LLCActive

Some overlap · 4 shared positions

$UNIT $MAR $SNOW $GMM

$127M

54 positions

#25Hobart Private Capital, LLCPassive

Some overlap · 7 shared positions

$FITB $WT $MAR $NOW $GMM $SNOW

$509M

132 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.