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Hedge Funds Similar to MinichMacGregor Wealth ,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MinichMacGregor Wealth , are Deane Retirement Strategies,, WealthCare Investment Partners,, VISTA INVESTMENT PARTNERS II,, with shared positions in $SAN, $IAU, $VLO, $LMT, $TJX, $ORLY. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Active
Notable overlap · 6 shared positions
$SAN$IAU$VLO$LMT$TJX$ORLY
$249M
57 positions
#2WealthCare Investment Partners, LLCPassive
Notable overlap · 4 shared positions
$SAN$IAU$MAR$T
$360M
191 positions
#3VISTA INVESTMENT PARTNERS II, LLCPassive
Notable overlap · 5 shared positions
$KLAC$ORLY$TJX$PH$MAR
$223M
157 positions
#4KP Management LLCPassive
Notable overlap · 6 shared positions
$HEI$KLAC$ORLY$PH$GE$GEV
$409M
83 positions
#5Axecap Investments, LLCPassive
Notable overlap · 6 shared positions
$KLAC$TJX$VLO$STLD$GE$AMD
$145M
69 positions
#6Geneva Partners, LLCActive
Notable overlap · 5 shared positions
$KLAC$VLO$ORLY$PH$GEV
$208M
63 positions
#7VISTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 5 shared positions
$KLAC$ORLY$PH$TJX$MAR
$378M
169 positions
#8Longbow Finance SAPassive
Notable overlap · 6 shared positions
$KLAC$TJX$PH$VLO$GE$GEV
$552M
55 positions
#9LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$KLAC$TJX$ORLY$PH$AMD
$174M
65 positions
#10CHATHAM CAPITAL GROUP, INC.Active
Notable overlap · 5 shared positions
$IAU$MAR$TJX$GE$GEV
$689M
198 positions
#11Cadent Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$SAN$IAU$GEV$MAR
$386M
187 positions
#12FOCUS Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SAN$GE$GEV$PH
$205M
59 positions
#13Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$IAU$MAR$SSL
$254M
108 positions
#14SCHWARTZ INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$HEI$ORLY$TJX$LMT
$2.8B
129 positions
#15CURIO WEALTH, LLCActive
Some overlap · 5 shared positions
$IAU$TJX$LMT$ORLY$AMD
$293M
1,255 positions
#16LifePlan Financial, LLCActive
Some overlap · 4 shared positions
$IAU$SSL$SLB$AMD
$135M
83 positions
#17TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$KLAC$MAR$VLO$AMD
$182M
115 positions
#18JLB & ASSOCIATES INCActive
Some overlap · 3 shared positions
$KLAC$TJX$ORLY
$696M
70 positions
#19Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$TJX$PH$AMD
$2.0B
162 positions
#20Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$TJX$ORLY
$1.4B
170 positions
#21Arlington Capital Management, Inc.Active
Some overlap · 3 shared positions
$IAU$SAN$AMD
$177M
111 positions
#22Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$HEI$FCX
$315M
109 positions
#23Excelsior Advisor Network LLCPassive
Some overlap · 3 shared positions
$IAU$SAN$LMT
$263M
226 positions
#24Port Capital LLCActive
Some overlap · 3 shared positions
$HEI$ORLY$PH
$2.2B
82 positions
#25MFA WEALTH ADVISORS, LLCActive
Some overlap · 7 shared positions
$IAU$SAN$LMT$KLAC$MAR$TJX
$508M
88 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.