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Hedge Funds Similar to MinichMacGregor Wealth

13F Portfolio OverlapQ2 2026MinichMacGregor Wealth portfolio →
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Most similar hedge funds by 13F overlap

MinichMacGregor Wealth Management, LLC is an institutional investor managing $659M across 150 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MinichMacGregor Wealth are Local Pensions Partnership Investment Ltd, Stonehage Fleming Financial Services Ltd, Camarda Financial Advisors, with shared positions in $KLAC, $CDNS, $HEI, $VRSK, $TJX, $MAR. The full ranking of 25 similar funds is below.

#1Local Pensions Partnership Investment LtdActive
Notable overlap · 3 shared positions
$KLAC$CDNS$HEI
$4.8B
32 positions
#2Stonehage Fleming Financial Services Holdings LtdActive
Notable overlap · 4 shared positions
$KLAC$CDNS$VRSK$TJX
$2.9B
215 positions
#3Camarda Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$KLAC$MAR$TJX
$331M
122 positions
#4NZS Capital, LLCActive
Notable overlap · 3 shared positions
$CDNS$KLAC$HEI
$3.9B
61 positions
#5JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$KLAC$CDNS$TJX$VRSK
$4.1B
83 positions
#6Smith Group Asset Management, LLCActive
Notable overlap · 3 shared positions
$KLAC$CDNS$TJX
$2.5B
166 positions
#7Axecap Investments, LLCPassive
Notable overlap · 4 shared positions
$KLAC$CDNS$MAR$VLO
$181M
73 positions
#8TILIA FIDUCIARY PARTNERS, INC.Passive
Notable overlap · 3 shared positions
$KLAC$VLO$MAR
$211M
127 positions
#9ACCESS FINANCIAL SERVICES, INC.Active
Notable overlap · 3 shared positions
$VLO$KLAC$LMT
$305M
103 positions
#10OAK ASSOCIATES LTD /OH/Active
Notable overlap · 3 shared positions
$KLAC$LMT$CDNS
$1.8B
139 positions
#11United Capital Management of KS, Inc.Passive
Some overlap · 5 shared positions
$VLO$CEG$TJX$LMT$STX
$763M
98 positions
#12Riverview Trust CoActive
Some overlap · 3 shared positions
$KLAC$LMT$STX
$84M
166 positions
#13Westerkirk Capital Inc.Active
Some overlap · 3 shared positions
$KLAC$TJX$SLB
$1.0B
212 positions
#14AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 4 shared positions
$KLAC$VLO$MAR$LMT
$1.2B
631 positions
#15Paradiem, LLCPassive
Some overlap · 3 shared positions
$VLO$STLD$LMT
$464M
68 positions
#16Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$MAR$HEI$STLD
$754M
41 positions
#17DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$KLAC$HEI$TJX
$517M
137 positions
#18ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 5 shared positions
$VLO$SLB$STLD$FCX$CCJ
$763M
51 positions
#19Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$MAR$VLO
$1.3B
218 positions
#20BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$CDNS$TJX
$414M
106 positions
#21E20 Capital LtdActive
Some overlap · 3 shared positions
$KLAC$CDNS$STX
$1.2B
22 positions
#22VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$KLAC$TJX$MAR
$255M
160 positions
#23REXFORD CAPITAL INCPassive
Some overlap · 3 shared positions
$KLAC$VLO$STX
$163M
301 positions
#24Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$CDNS$HEI$VRSK
$3.7B
56 positions
#25Decatur Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$TJX$CDNS
$295M
53 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.