13F Pro

Hedge Funds Similar to MainStreet Investment Advisors

13F Portfolio OverlapQ1 2026MainStreet Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

MainStreet Investment Advisors LLC is an institutional investor managing $665M across 158 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 MainStreet Investment Advisors are O'Domhnaill Enterprises,, ROGCO,, Cypress ,, with shared positions in $UPST, $WM, $LMT, $MO, $IBM, $MCD. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 5 shared positions
$UPST$WM$LMT$MO$IBM
$124M
55 positions
#2ROGCO, LPActive
Notable overlap · 9 shared positions
$UPST$MCD$LMT$WM$HON$IBM
$300M
205 positions
#3Cypress Capital, LLCActive
Some overlap · 5 shared positions
$UPST$LMT$MCD$IBM$MDT
$351M
95 positions
#4ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$UPST$WM$HON$MAR
$153M
46 positions
#5American Money Management, LLCActive
Some overlap · 5 shared positions
$UPST$MCD$PAYX$MAR$HON
$632M
168 positions
#6CAPE ANN SAVINGS BANKPassive
Some overlap · 6 shared positions
$UPST$MCD$AEP$MAR$IBM$MDT
$199M
121 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$WM$MCD$HON$LMT$EMR$IBM
$272M
95 positions
#8Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$UPST$MCD$CME$MAR
$958M
176 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$WM$MCD$HON$LMT$EMR$IBM
$353M
78 positions
#101834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$UPST$LMT$MO$USB
$801M
206 positions
#11MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$UPST$WM$CME$PAYX
$295M
82 positions
#12FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$UPST$MCD$HON$LMT$AEP$MDT
$5.0B
201 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$MCD$HON$LMT$EMR$MO$CME
$480M
133 positions
#14Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$UPST$SO$MCD$USB$IBM
$638M
158 positions
#15Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$WM$MCD$HON$LMT$USB$MDT
$218M
69 positions
#16MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$UPST$MCD$CME
$226M
109 positions
#17HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$WM$MCD$LMT$HON$EMR$USB
$280M
107 positions
#18Patrick Mauro Investment Advisor, INC.Active
Some overlap · 6 shared positions
$WM$MCD$LMT$SO$AEP$CME
$199M
40 positions
#19Concord Asset Management, LLC/VAActive
Some overlap · 3 shared positions
$UPST$LMT$SO
$592M
117 positions
#20Welch Group, LLCPassive
Some overlap · 7 shared positions
$MCD$LMT$EMR$SO$AEP$PAYX
$2.7B
310 positions
#21BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$WM$MCD$HON$LMT$EMR
$2.3B
264 positions
#22Core Alternative CapitalPassive
Some overlap · 6 shared positions
$WM$MCD$LMT$SO$CME$MDT
$339M
205 positions
#23Concord Wealth PartnersPassive
Some overlap · 3 shared positions
$UPST$LMT$SO
$770M
207 positions
#24Pathway Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$MCD$LMT$WM$SO$AEP$ENB
$354M
164 positions
#25Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$UPST$MAR$MCD$AEP$MO
$453M
103 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.