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Hedge Funds Similar to MRA Advisory Group

13F Portfolio OverlapQ1 2026MRA Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

MRA Advisory Group is an institutional investor managing $276M across 159 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 MRA Advisory Group are Accel Wealth, Destiny Wealth Partners,, BARD ASSOCIATES, with shared positions in $JHG, $SAN, $EVT, $PLTR, $PDI, $OKLO. The full ranking of 25 similar funds is below.

#1Accel Wealth ManagementPassive
Notable overlap · 4 shared positions
$JHG$SAN$EVT$PLTR
$383M
290 positions
#2Destiny Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$PDI$PLTR$OKLO
$914M
1,148 positions
#3BARD ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$JHG$TME$KTOS
$398M
292 positions
#4Seed Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$JHG$SNPS$PLTR
$145M
98 positions
#5Lionshead Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$PLTR$PEG
$136M
108 positions
#6IFC & Insurance Marketing, Inc.Active
Notable overlap · 4 shared positions
$JHG$TME$PLTR$UNH
$96M
72 positions
#7Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$PLTR$BE
$290M
485 positions
#8Signature Wealth Management Partners, LLCPassive
Notable overlap · 3 shared positions
$JHG$PEG$PLTR
$199M
116 positions
#9Englebert Financial Advisers, LLCActive
Notable overlap · 3 shared positions
$JHG$UNH$LITE
$88M
55 positions
#10Flaharty Asset Management, LLCActive
Notable overlap · 3 shared positions
$JHG$UNH$BE
$806M
133 positions
#11Future Financial Wealth Managment LLCActive
Some overlap · 3 shared positions
$JHG$SAN$UNH
$155M
128 positions
#12Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$PLTR$VRT
$371M
76 positions
#13BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$JHG$VRT$BE
$121M
68 positions
#14Mason & Associates IncActive
Some overlap · 3 shared positions
$JHG$PLTR$VRT
$516M
160 positions
#15WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$JHG$PLTR$AXON$VRT
$470M
119 positions
#16Arlington Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SAN$VRT$OKLO$PLTR$PDI
$177M
111 positions
#17Whalen Wealth Management Inc.Passive
Some overlap · 4 shared positions
$JHG$SNPS$PLTR$UNH
$187M
174 positions
#18NEW WAVE WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$SAN$VRT$PLTR
$288M
192 positions
#19360 Financial, Inc.Active
Some overlap · 3 shared positions
$SAN$TME$PLTR
$332M
80 positions
#20StoneCrest Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$JHG$VRT$PLTR$BE$OKLO$LITE
$236M
73 positions
#21PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$VRT$LITE$PLTR$AXON$OKLO$BE
$128M
80 positions
#22HERBST GROUP, LLCPassive
Some overlap · 4 shared positions
$SAN$VRT$KTOS$JHG
$162M
59 positions
#23Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$TME$PLTR$SNPS$BE
$313M
106 positions
#24Yorktown Management & Research Co IncPassive
Some overlap · 6 shared positions
$SNPS$AXON$MOD$LITE$GH$APLD
$120M
214 positions
#25WESTPORT ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SNPS$LITE$VRT
$226M
78 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.