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 Mach-1 Financial Group,

13F Portfolio OverlapQ1 2026Mach-1 Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Mach-1 Financial Group, LLC is an institutional investor managing $284M across 161 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 Mach-1 Financial Group, are Wagner Wealth ,, Blackhawk Partners,, Williams Financial,, with shared positions in $SNOW, $FCFS, $PDI, $WT, $FIX, $CVS. The full ranking of 25 similar funds is below.

#1Wagner Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$SNOW $FCFS $PDI

$495M

279 positions

#2Blackhawk Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $FCFS $FIX

$273M

141 positions

#3Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WT $CVS

$172M

25 positions

#4VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $WT $CVS

$193M

58 positions

#5Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $WT $SCHW

$335M

104 positions

#6ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $MS

$280M

84 positions

#7Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $MS $SCHW $WFC

$184M

157 positions

#8S Harris Financial Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $KLAC

$110M

107 positions

#9SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 4 shared positions

$SNOW $SCHW $WT $NOC

$261M

424 positions

#10Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $ADI $CB

$224M

71 positions

#11Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $WT

$1.4B

58 positions

#12Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $WT

$110M

64 positions

#13Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $MS

$415M

51 positions

#14Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $WFC

$493M

58 positions

#15American TrustActive

Notable overlap · 5 shared positions

$SNOW $MS $SCHW $TJX $KLAC

$1.1B

313 positions

#16Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 6 shared positions

$SNOW $SCHW $WT $TJX $TXN $NOC

$931M

518 positions

#17BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $ADI $KLAC $WFC

$510M

85 positions

#18Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$SNOW $TJX $WT

$1.2B

126 positions

#19MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $KLAC $TJX

$508M

88 positions

#20Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $SCHW

$950M

192 positions

#21Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$SNOW $TJX $CB

$127M

54 positions

#22True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $MS

$1.6B

418 positions

#23Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $MS $WT $WFC

$198M

290 positions

#24Prairiewood Capital, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $WFC

$346M

77 positions

#25WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $FCFS $WFC

$156M

139 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.