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 Main Street Financial Solutions,

13F Portfolio OverlapQ4 2025Main Street Financial Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Main Street Financial Solutions, LLC is an institutional investor managing $1.3B across 560 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Main Street Financial Solutions, are Marshall & Sterling Wealth Advisors, Yoder Wealth ,, Beckerman Institutional,, with shared positions in $WT, $HUM, $USB, $MAR, $GLDM, $SAN. The full ranking of 25 similar funds is below.

#1Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 6 shared positions

$WT $HUM $USB $MAR $GLDM $SAN

$153M

344 positions

#2Yoder Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$WT $HUM $USB $PLTR $MAR

$219M

124 positions

#3Beckerman Institutional, LLCPassive

Some overlap · 6 shared positions

$WT $GLDM $HUM $MAR $SAN $BAC

$188M

121 positions

#4BIP Wealth, LLCActive

Some overlap · 5 shared positions

$WT $HUM $USB $BRZE $MKL

$2.5B

453 positions

#5Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$WT $HUM $BRZE $MKL $USB $PLTR

$365M

111 positions

#6truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$WT $HUM $DIA $PLTR

$97M

49 positions

#7New Perspectives, IncSmart money

Some overlap · 4 shared positions

$WT $HUM $GLDM $MKL

$289M

44 positions

#8UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $GLDM $DIA

$502M

293 positions

#9Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $BRZE $USB $BAC

$188M

174 positions

#10Wealthcare Capital Partners, LLCActive

Some overlap · 4 shared positions

$WT $HUM $GLDM $MKL

$213M

153 positions

#11Hobbs Group Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $GLDM $USB $BAC $DIA

$334M

160 positions

#12RATIONAL ADVISORS, INC.Active

Some overlap · 4 shared positions

$WT $HUM $USB $BAC

$980M

179 positions

#13Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$WT $GLDM $HUM $BRZE

$400M

379 positions

#14SYKON CAPITAL LLCActive

Some overlap · 6 shared positions

$WT $DIA $BRZE $SAN $BAC $MAR

$300M

88 positions

#15Morton Capital Management LLC/CASmart money

Some overlap · 4 shared positions

$WT $HUM $USB $DIA

$672M

139 positions

#16CRA Financial Services, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $USB $BRZE $BAC

$770M

296 positions

#17OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$WT $HUM $GLDM

$110M

68 positions

#18Bristlecone Value Partners, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MKL $BAC

$114M

68 positions

#19Eaton Financial Holdings Company, LLCPassive

Some overlap · 5 shared positions

$WT $PLTR $USB $DIA $BAC

$305M

125 positions

#20Lauer Wealth, LLCActive

Some overlap · 4 shared positions

$WT $USB $PLTR $MAR

$126M

67 positions

#21Trust Point Inc.Active

Some overlap · 4 shared positions

$WT $HUM $MKL $MAR

$1.2B

521 positions

#22Magnolia Private Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $GLDM $BRZE $MKL

$150M

134 positions

#23SNS Financial Group, LLCActive

Some overlap · 6 shared positions

$WT $GLDM $MKL $DIA $HUM $USB

$1.2B

208 positions

#24Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$WT $GLDM $HUM $MAR

$218M

162 positions

#25Grove Street Fiduciary, LLCActive

Some overlap · 4 shared positions

$WT $HUM $MAR $MKL

$227M

74 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.