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Hedge Funds Similar to MA Private Wealth

13F Portfolio OverlapQ2 2026MA Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

MA Private Wealth is an institutional investor managing $671M across 88 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 MA Private Wealth are Weil Company, with shared positions in $IAU, $NOW, $MUFG. The full ranking of 1 similar funds is below.

#1Weil Company, Inc.Passive
Some overlap · 3 shared positions
$IAU$NOW$MUFG
$568M
133 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.