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Hedge Funds Similar to MMA ASSET

13F Portfolio OverlapQ1 2026MMA ASSET portfolio →
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Most similar hedge funds by 13F overlap

MMA ASSET MANAGEMENT LLC is an institutional investor managing $284M across 179 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 MMA ASSET are BLUELINE ADVISORS, KEYSTONE INVESTORS PTE LTD, Topel & Distasi Wealth ,, with shared positions in $SE, $USB, $COP, $CTVA, $JHG, $SNOW. The full ranking of 25 similar funds is below.

#1BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$SE$USB$COP$CTVA$JHG
$129M
217 positions
#2KEYSTONE INVESTORS PTE LTD
Notable overlap · 4 shared positions
$SE$USB$SNOW$MCD
$1.1B
77 positions
#3Topel & Distasi Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SE$COP$USB$SNOW
$193M
58 positions
#4Pacific Wealth ManagementSmart money
Notable overlap · 3 shared positions
$SE$USB$PSLV
$186M
20 positions
#5Hurlow Wealth Management Group, Inc.Active
Notable overlap · 7 shared positions
$USB$SNPS$COP$SNOW$DDOG$GE
$420M
120 positions
#6Gladwyn Financial Advisors, Inc.Active
Notable overlap · 7 shared positions
$USB$SNPS$COP$SE$GE$GEV
$144M
86 positions
#7EMINENCE CAPITAL, LPActive
Notable overlap · 3 shared positions
$SE$SNPS$MRSH
$4.4B
33 positions
#8BlueStem Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$SE$SNPS$REGN
$900M
124 positions
#9Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$USB$SNPS$COP$SNOW$GEV
$149M
70 positions
#10Strategic Financial Services, Inc.Smart money
Notable overlap · 6 shared positions
$USB$SNPS$COP$GE$GEV$DDOG
$2.1B
152 positions
#11Centerline Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$SE$XYZ$DDOG$GEV
$278M
73 positions
#12Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$SE$COP$DDOG
$333M
198 positions
#13Johnson Bixby & Associates, LLCActive
Notable overlap · 4 shared positions
$SE$COP$DDOG$MCD
$806M
127 positions
#14WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$USB$SE$COP
$508M
107 positions
#15Cornerstone National Bank & Trust CoPassive
Some overlap · 4 shared positions
$SE$COP$SNOW$SHOP
$271M
209 positions
#16Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$USB$SNPS$COP$CTVA
$451M
146 positions
#174WEALTH ADVISORS, INC.Passive
Some overlap · 6 shared positions
$USB$COP$SE$AGQ$JHG$MCD
$117M
142 positions
#18Connecticut Capital Management Group, LLCPassive
Some overlap · 3 shared positions
$SE$SNPS$MCD
$106M
109 positions
#19Shakespeare Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$SNOW$CTVA$DDOG
$422M
98 positions
#20TIAA Wealth Investment Management LLCActive
Some overlap · 4 shared positions
$SE$SNOW$CTVA$DDOG
$13.1B
563 positions
#21VERUS WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$USB$SNPS$COP$DDOG
$108M
49 positions
#22Foundation Wealth Management, LLC\PAActive
Some overlap · 5 shared positions
$USB$COP$SE$SNOW$CTVA
$284M
91 positions
#23TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 6 shared positions
$SE$COP$USB$SNOW$SNPS$DDOG
$4.8B
1,649 positions
#24BlueSky Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$USB$SNPS$COP$GEV
$777M
115 positions
#25Addison Capital CoPassive
Some overlap · 5 shared positions
$SE$COP$SNOW$CTVA$JHG
$562M
182 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.