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 Mayfair Advisory Group,

13F Portfolio OverlapQ1 2026Mayfair Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Mayfair Advisory Group, LLC is an institutional investor managing $286M across 175 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 Mayfair Advisory Group, are MEANS INVESTMENT ,, DOPKINS WEALTH ,, Wheelhouse Advisory Group, with shared positions in $AMN, $NTRB, $PLTR, $KKR, $UNIT, $HUM. The full ranking of 25 similar funds is below.

#1MEANS INVESTMENT CO., INC.Active

Some overlap · 4 shared positions

$AMN $NTRB $PLTR $KKR

$1.1B

212 positions

#2DOPKINS WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$AMN $NTRB $UNIT $HUM $SLV

$249M

92 positions

#3Wheelhouse Advisory Group LLCActive

Some overlap · 5 shared positions

$AMN $NTRB $HUM $KKR $MCD

$302M

51 positions

#4CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 8 shared positions

$NTRB $HUM $NSC $KO $WT $CSX

$105M

80 positions

#5Falcon Wealth PlanningActive

Some overlap · 4 shared positions

$AMN $NTRB $WT $UNIT

$1.5B

236 positions

#6Approach Retirement Advisors, LLCActive

Some overlap · 5 shared positions

$AMN $SO $HUM $KO $KKR

$120M

79 positions

#7Bucket List Wealth Management, LLCActive

Some overlap · 6 shared positions

$AMN $NTRB $SLV $CSX $WT $HUM

$166M

57 positions

#8CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Some overlap · 7 shared positions

$NTRB $AMN $REGN $WT $SLV $KKR

$1.6B

2,162 positions

#9Echo Wealth Management, LLCActive

Some overlap · 3 shared positions

$AMN $NTRB $REGN

$174M

47 positions

#10Milestone Asset Management Group, LLCPassive

Some overlap · 4 shared positions

$NTRB $AMN $WT $KKR

$171M

126 positions

#11CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 5 shared positions

$NTRB $PLTR $HUM $REGN $KKR

$239M

97 positions

#12Provident Wealth Management, LLCActive

Some overlap · 8 shared positions

$AMN $REGN $WT $KO $UNIT $HUM

$331M

134 positions

#13Finward BancorpPassive

Some overlap · 6 shared positions

$NTRB $HUM $KO $SO $KKR $MCD

$125M

104 positions

#14Orion Capital Management LLCPassive

Some overlap · 4 shared positions

$AMN $PLTR $HUM $KKR

$290M

485 positions

#15Equity Wealth Partners, LLCActive

Some overlap · 6 shared positions

$AMN $PLTR $HUM $REGN $SLV $KKR

$155M

76 positions

#16CoreFirst Bank & TrustPassive

Some overlap · 5 shared positions

$AMN $NSC $HUM $KKR $MCD

$189M

290 positions

#17Sherman Wealth Management LLCPassive

Some overlap · 6 shared positions

$NTRB $HUM $WT $UNIT $KKR $AMN

$116M

80 positions

#18DAHRING {-} CUSMANO LLCActive

Some overlap · 6 shared positions

$NTRB $PLTR $HUM $ZBRA $SLV $KKR

$163M

58 positions

#19Avantax Planning Partners, Inc.Active

Some overlap · 5 shared positions

$AMN $HUM $KO $WT $KKR

$3.6B

435 positions

#20CURIO WEALTH, LLCActive

Some overlap · 4 shared positions

$AMN $PLTR $NSC $UNIT

$293M

1,255 positions

#21Collaborative Wealth Managment Inc.Passive

Some overlap · 6 shared positions

$AMN $HUM $WT $KKR $MCD $UNIT

$218M

162 positions

#22Rubicon Advisors, GPPassive

Some overlap · 5 shared positions

$AMN $REGN $PLTR $WT $SLV

$115M

76 positions

#23ELEVATE WEALTH ADVISORY, INCActive

Some overlap · 5 shared positions

$AMN $SO $KO $KKR $NSC

$158M

125 positions

#24Bridgewealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$AMN $HUM $ZBRA $SLV $KKR

$482M

135 positions

#25Arbor Wealth Advisors LLCActive

Some overlap · 5 shared positions

$AMN $HUM $KO $UNIT $KKR

$143M

56 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.