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Hedge Funds Similar to Main Line Retirement Advisors,

13F Portfolio OverlapQ1 2026Main Line Retirement Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Main Line Retirement Advisors, LLC is an institutional investor managing $200M across 48 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 Main Line Retirement Advisors, are CORA ADVISORS, CERTIOR FINANCIAL GROUP,, OakTrust Wealth Advisors,, with shared positions in $BAH, $BRZE, $TXN, $JHG, $IBM, $MRSH. The full ranking of 25 similar funds is below.

#1CORA CAPITAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$BAH$BRZE$TXN$JHG
$302M
134 positions
#2CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$BAH$TXN$BRZE$IBM
$157M
130 positions
#3OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BAH$IBM$TXN
$110M
68 positions
#4Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAH$BRZE$MRSH
$187M
121 positions
#5SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$BAH$BRZE$IBM
$222M
135 positions
#6Walter Public Investments Inc.Passive
Some overlap · 3 shared positions
$TD$TXN$MRSH
$418M
48 positions
#7Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$TD$TXN$IBM
$873M
189 positions
#8Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$BAH$BRZE$JHG$IBM
$52M
66 positions
#9Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$TD$JHG$IBM
$136M
48 positions
#10GENESIS PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$TXN$BRZE$JHG
$318M
182 positions
#11Magnolia Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$TXN$BRZE$JHG
$150M
134 positions
#12Gutierrez Wealth Advisory, LLCActive
Slight overlap · 3 shared positions
$BAH$BRZE$IBM
$161M
70 positions
#13SGL Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$TXN$PSA$IBM
$266M
126 positions
#14Obermeyer Wealth PartnersPassive
Slight overlap · 3 shared positions
$TXN$BRZE$JHG
$2.2B
299 positions
#15TruWealth Advisors, LLCActive
Slight overlap · 3 shared positions
$BAH$JHG$IBM
$2.1B
182 positions
#16Cottage Street Advisors LLCPassive
Slight overlap · 3 shared positions
$TXN$BAH$JHG
$231M
138 positions
#17ENDEAVOR PRIVATE WEALTH, INC.Passive
Slight overlap · 4 shared positions
$BAH$BRZE$JHG$IBM
$349M
202 positions
#18Ruggaard & Associates LLCPassive
Slight overlap · 3 shared positions
$TXN$BRZE$JHG
$252M
122 positions
#19Paladin Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$TXN$BRZE$IBM
$131M
241 positions
#20Avantax Planning Partners, Inc.Active
Slight overlap · 3 shared positions
$TXN$BRZE$IBM
$3.6B
435 positions
#21Ipswich Investment Management Co., Inc.Passive
Slight overlap · 3 shared positions
$TXN$MRSH$IBM
$426M
185 positions
#22AVITY INVESTMENT MANAGEMENT INC.Active
Slight overlap · 3 shared positions
$TXN$MRSH$IBM
$1.4B
114 positions
#23Stokes Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$TXN$MRSH$IBM
$446M
104 positions
#24MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$BRZE$JHG$BAH$IBM
$144M
99 positions
#25SageView Advisory Group, LLC
Slight overlap · 3 shared positions
$BAH$TXN$BRZE
$3.0B
2,610 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.