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 MA Private Wealth

13F Portfolio OverlapQ1 2026MA Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

MA Private Wealth is an institutional investor managing $591M across 86 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 MA Private Wealth are ONE Advisory Partners,, Hobart Private ,, BRIGHTON SECURITIES, with shared positions in $GMM, $VLTO, $IAU, $SE, $HUM, $MDLZ. The full ranking of 25 similar funds is below.

#1ONE Advisory Partners, LLCActive

Notable overlap · 6 shared positions

$GMM $VLTO $IAU $SE $HUM $MDLZ

$324M

72 positions

#2Hobart Private Capital, LLCPassive

Notable overlap · 6 shared positions

$GMM $VLTO $NOW $SNOW $AMD $HUM

$509M

132 positions

#3BRIGHTON SECURITIES CORP.Smart money

Some overlap · 5 shared positions

$GMM $SNOW $VLTO $HUM $KKR

$208M

47 positions

#4Archer Investment Management, LLCPassive

Some overlap · 6 shared positions

$GMM $IAU $NOW $SE $HUM $MUFG

$238M

108 positions

#5Capital Investment Management, Inc.Active

Some overlap · 5 shared positions

$GMM $VLTO $SNOW $SE $IAU

$291M

125 positions

#6VCI Wealth Management LLCPassive

Some overlap · 4 shared positions

$VLTO $SNOW $IAU $AMD

$361M

123 positions

#7Midwest Capital Advisors, LLCActive

Some overlap · 7 shared positions

$GMM $IAU $SE $MU $MDLZ $AMD

$214M

199 positions

#8JIM SAULNIER & ASSOCIATES, LLCPassive

Some overlap · 4 shared positions

$GMM $SNOW $DHR $HUM

$205M

139 positions

#9BlueStem Wealth Partners, LLCActive

Some overlap · 5 shared positions

$GMM $RBLX $SE $NOW $HUM

$900M

124 positions

#10EHRLICH FINANCIAL GROUPPassive

Some overlap · 6 shared positions

$GMM $IAU $SNOW $HUM $MDLZ $KKR

$174M

112 positions

#11Cobblestone Asset Management LLCPassive

Some overlap · 5 shared positions

$GMM $IAU $SNOW $SE $IBM

$222M

73 positions

#12Uptown Financial Advisors LLCActive

Some overlap · 4 shared positions

$GMM $SNOW $HUM $KKR

$126M

76 positions

#13JNBA Financial AdvisorsActive

Some overlap · 5 shared positions

$GMM $IAU $NOW $HUM $MUFG

$1.2B

819 positions

#14TPG Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$GMM $SNOW $MUFG $NOW

$307M

76 positions

#15Schwallier Wealth Management LLCActive

Some overlap · 3 shared positions

$GMM $VLTO $HUM

$137M

58 positions

#16STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$GMM $VLTO $SE

$113M

82 positions

#17Windward Private Wealth Management Inc.Smart money

Some overlap · 5 shared positions

$VLTO $SNOW $DHR $SE $HUM

$289M

44 positions

#18Walsh & Associates, LLCPassive

Some overlap · 4 shared positions

$GMM $SNOW $HUM $KKR

$101M

287 positions

#19Veridan Wealth LLCActive

Some overlap · 8 shared positions

$SNOW $IAU $VLTO $NOW $HUM $MUFG

$270M

80 positions

#20Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$VLTO $SNOW $SE $HUM $MUFG $KKR

$109M

1,311 positions

#21CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$GMM $SNOW $SE $IBM

$971M

146 positions

#22West Wealth Group, LLCActive

Some overlap · 4 shared positions

$GMM $IAU $SE $AMD

$506M

130 positions

#23Bay Harbor Wealth Management, LLCPassive

Some overlap · 5 shared positions

$VLTO $SNOW $IAU $SE $HUM

$386M

1,301 positions

#24Brio Consultants, LLCActive

Some overlap · 6 shared positions

$GMM $NOW $HUM $SNOW $MU $KKR

$818M

152 positions

#25MATHER GROUP, LLC.Active

Some overlap · 3 shared positions

$VLTO $SNOW $NOW

$10.0B

1,896 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.