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 MBM WEALTH CONSULTANTS,

13F Portfolio OverlapQ1 2026MBM WEALTH CONSULTANTS, portfolio →

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Most similar hedge funds by 13F overlap

MBM WEALTH CONSULTANTS, LLC is an institutional investor managing $436M across 387 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 MBM WEALTH CONSULTANTS, are Wealth Advisory Team, Ariston Services Group, Reality Financial Planning Services,, with shared positions in $KKR, $SNOW, $FCFS, $SCHW, $OKE, $LMT. The full ranking of 25 similar funds is below.

#1Wealth Advisory Team LLC

Substantial overlap · 3 shared positions

$KKR $SNOW $FCFS

$113M

39 positions

#2Ariston Services GroupActive

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$167M

71 positions

#3Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$104M

20 positions

#4IRONWOOD WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$KKR $OKE $SNOW

$223M

31 positions

#5MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $LMT $VLO

$557M

185 positions

#6Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $SCHW $UNH

$197M

50 positions

#7SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$KKR $SCHW $FDX $OKE

$272M

554 positions

#8Martel Wealth Advisors IncSmart money

Notable overlap · 4 shared positions

$KKR $SCHW $OKE $PGR

$587M

73 positions

#9Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $WM $UNH

$249M

74 positions

#10Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $SCHW $ICE

$98M

197 positions

#11White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$721M

145 positions

#12Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $LMT $SCHW

$255M

70 positions

#13Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KKR $SNOW $LMT $BKNG $UNH

$194M

54 positions

#14Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$KKR $SCHW $BMY

$236M

81 positions

#15Bay Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$KKR $SNOW $URI

$162M

107 positions

#16Vickerman Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$OKE $KKR $FDX $SNOW $TMUS $ADBE

$476M

94 positions

#17VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$KKR $LMT $SCHW $SNOW $WM

$335M

505 positions

#18Human Investing LLCSmart money

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$687M

96 positions

#19ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 5 shared positions

$SNOW $VLO $LRCX $KKR $LMT

$282M

95 positions

#20Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$337M

117 positions

#21Pacific Capital Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$KKR $SNOW $SCHW

$595M

87 positions

#22Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$KKR $LMT $SCHW

$90M

65 positions

#23Round Rock Advisors, LLCPassive

Notable overlap · 3 shared positions

$KKR $ICE $UNH

$654M

318 positions

#24BankPlus Wealth Management LLCActive

Notable overlap · 6 shared positions

$SNOW $OKE $LRCX $VLO $LMT $PGR

$194M

117 positions

#25Andrews Advisory Associates, LLCActive

Notable overlap · 5 shared positions

$SNOW $KKR $FDX $SCHW $UNH

$190M

82 positions

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View MBM WEALTH CONSULTANTS,’s holdings

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.