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Hedge Funds Similar to MBE Wealth ,

13F Portfolio OverlapQ1 2026MBE Wealth , portfolio →
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Most similar hedge funds by 13F overlap

MBE Wealth Management, LLC is an institutional investor managing $241M across 141 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 MBE Wealth , are EDGAR LOMAX /VA, Compass Ion Advisors,, Powers Advisory Group,, with shared positions in $DUK, $USB, $MS, $COP, $TXN, $GLDM. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 5 shared positions
$DUK$USB$MS$COP$TXN
$1.4B
56 positions
#2Compass Ion Advisors, LLCActive
Notable overlap · 7 shared positions
$DUK$MS$COP$GLDM$HUM$DOV
$1.0B
279 positions
#3Powers Advisory Group, LLCActive
Notable overlap · 8 shared positions
$USB$MS$COP$DUK$MCD$SNOW
$284M
125 positions
#4Sunburst Financial Group, LLCActive
Notable overlap · 5 shared positions
$DUK$COP$KKR$HUM$MS
$543M
132 positions
#5Wealth Advisory Team LLC
Notable overlap · 5 shared positions
$DUK$SNOW$MCD$FCFS$KKR
$113M
39 positions
#6XY Planning Network, Inc.Passive
Some overlap · 8 shared positions
$USB$COP$TXN$SNOW$UPST$GLDM
$626M
273 positions
#7Cornerstone Financial Management LLCPassive
Some overlap · 8 shared positions
$USB$COP$SNOW$MS$UPST$KKR
$109M
1,311 positions
#8Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$DUK$USB$MCD$KKR$SLV
$130M
96 positions
#9Uniting Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$DUK$USB$TXN$KKR
$470M
205 positions
#10Aptus Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$UPST$COP$FCFS
$12.7B
1,671 positions
#11ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DUK$USB$REGN
$237M
89 positions
#12Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$DUK$MS$USB$COP
$139M
62 positions
#13Oakmont Advisory Group, LLCPassive
Some overlap · 8 shared positions
$USB$SNOW$COP$UPST$MS$KKR
$98M
119 positions
#14Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$USB$MS$COP$DUK
$552M
93 positions
#15CINCINNATI CASUALTY COActive
Some overlap · 3 shared positions
$DUK$USB$DOV
$191M
24 positions
#16Stonebridge Financial Planning Group, LLCPassive
Some overlap · 7 shared positions
$USB$MS$SNOW$FCFS$KKR$WT
$272M
171 positions
#17GUARDIAN WEALTH ADVISORS, LLC / NCPassive
Some overlap · 4 shared positions
$DUK$MS$HUM$WT
$1.6B
611 positions
#18BROGAN FINANCIAL, INC.Smart money
Some overlap · 3 shared positions
$DUK$TXN$MS
$227M
56 positions
#19KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DUK$MCD$SLV$ECL
$774M
216 positions
#20TrueWealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DUK$UPST$FCFS$HUM$REGN
$398M
233 positions
#21Diversified Enterprises, LLCActive
Some overlap · 3 shared positions
$DUK$SNOW$HUM
$1.8B
413 positions
#22Williams & Novak, LLCPassive
Some overlap · 5 shared positions
$USB$MS$TXN$SLV$WT
$134M
143 positions
#23Clarus Group, Inc.Active
Some overlap · 3 shared positions
$DUK$COP$SLV
$279M
113 positions
#24Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$USB$MS$DUK$UPST$MCD$KKR
$638M
158 positions
#25CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 5 shared positions
$USB$MS$COP$HUM$MCD
$363M
102 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.