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Hedge Funds Similar to MBM WEALTH CONSULTANTS

13F Portfolio OverlapQ2 2026MBM WEALTH CONSULTANTS portfolio →
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Most similar hedge funds by 13F overlap

MBM WEALTH CONSULTANTS, LLC is an institutional investor managing $519M across 123 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 MBM WEALTH CONSULTANTS are RBA Wealth, W.G. Shaheen & Associates DBA Whitney, ATWOOD & PALMER, with shared positions in $URI, $WM, $CI, $TMUS, $ADBE, $VRTX. The full ranking of 25 similar funds is below.

#1RBA Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$URI$WM$CI$TMUS$ADBE
$273M
80 positions
#2W.G. Shaheen & Associates DBA Whitney & CoActive
Notable overlap · 6 shared positions
$VRTX$SCHW$IBKR$BKNG$CI$ADBE
$1.4B
179 positions
#3ATWOOD & PALMER INCPassive
Some overlap · 4 shared positions
$URI$VRTX$LMT$UTHR
$1.9B
495 positions
#4Distillate Capital Partners LLCPassive
Some overlap · 6 shared positions
$BKNG$CI$TMUS$ICE$FDX$ADBE
$1.9B
118 positions
#5Westchester Capital Management, Inc.Active
Some overlap · 4 shared positions
$VLO$WM$LMT$BA
$555M
46 positions
#6SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$URI$BKNG$PGR$BX
$145M
43 positions
#7Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$VLO$FDX$LUV$BA
$287M
33 positions
#8M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$VLO$WM$LMT
$154M
35 positions
#9Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$URI$BKNG$WM$LMT$BX
$125M
312 positions
#10Northwest Bancshares, Inc.Active
Some overlap · 5 shared positions
$VLO$LMT$VRTX$IBKR$ADBE
$555M
175 positions
#11Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$SCHW$VLO$URI$LUV$FDX
$134M
104 positions
#12Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$URI$VRTX$BX$SCHW
$1.5B
188 positions
#13Philadelphia Investment Partners, LLCPassive
Some overlap · 5 shared positions
$URI$BX$IBKR$VLO$BKNG
$161M
189 positions
#14Glassy Mountain Advisors, Inc.Passive
Some overlap · 4 shared positions
$URI$BKNG$BX$ADBE
$366M
76 positions
#15Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$VLO$LMT$WM$SCHW
$113M
87 positions
#16DODGE & COXActive
Some overlap · 4 shared positions
$BKNG$SCHW$CI$FDX
$191.0B
222 positions
#17VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$FDX$SCHW$IBKR$ICE$BA
$35.1B
90 positions
#18COUNTRY TRUST BANKActive
Some overlap · 5 shared positions
$BKNG$VRTX$BX$VLO$TMUS
$5.7B
628 positions
#19Findlay Park Partners LLPActive
Some overlap · 4 shared positions
$URI$SCHW$ICE$COO
$7.4B
49 positions
#20Twin Lakes Capital Management, LLCActive
Some overlap · 5 shared positions
$FDX$SCHW$LUV$BA$LMT
$262M
208 positions
#21First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$WM$PGR$TMUS$VLO$ADBE
$499M
126 positions
#22Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$BKNG$LMT$VRTX$ICE
$220M
95 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$WM$LMT$SCHW$BMY
$2.5B
270 positions
#24Baker Chad RActive
Some overlap · 4 shared positions
$NET$WM$TMUS$RKT
$620M
51 positions
#25Reynders McVeigh Capital Management, LLC
Some overlap · 5 shared positions
$NET$TMUS$WM$VRTX$RKT
$2.0B
195 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.