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Hedge Funds Similar to Madison Wealth Partners,

13F Portfolio OverlapQ1 2026Madison Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Madison Wealth Partners, Inc is an institutional investor managing $627M across 220 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 Madison Wealth Partners, are Madson Wealth Advisors, FC Advisory, APS Group,, with shared positions in $MS, $DHR, $HUM, $MDLZ, $LEN, $MAR. The full ranking of 25 similar funds is below.

#1Madson Wealth Advisors IncPassive
Notable overlap · 4 shared positions
$MS$DHR$HUM$MDLZ
$120M
84 positions
#2FC Advisory LLCActive
Notable overlap · 4 shared positions
$MS$DHR$HUM$LEN
$342M
115 positions
#3APS Management Group, Inc.Passive
Notable overlap · 5 shared positions
$MS$DHR$MAR$KKR$GILD
$117M
72 positions
#4truNorth Financial Services, Inc.Active
Notable overlap · 7 shared positions
$MS$HUM$SLV$KKR$UNIT$LRCX
$97M
49 positions
#5Rooted Wealth Advisors, Inc.Active
Notable overlap · 6 shared positions
$MS$HUM$DHR$SLV$KKR$UNIT
$379M
144 positions
#6DAGCO, INC.Passive
Notable overlap · 6 shared positions
$MS$HUM$MAR$KKR$SLV$DHR
$461M
353 positions
#7Compass Ion Advisors, LLCActive
Notable overlap · 6 shared positions
$MS$DHR$HUM$MAR$KKR$UNIT
$1.0B
279 positions
#8Talisman Wealth Advisors LLCPassive
Notable overlap · 5 shared positions
$MS$HUM$MAR$MDLZ$KKR
$124M
101 positions
#9Hubbell Strickland Wealth Management, LLCActive
Notable overlap · 4 shared positions
$MS$DHR$HUM$KKR
$251M
83 positions
#10Adirondack Capital Advisors, LLCSmart money
Notable overlap · 5 shared positions
$MS$HUM$MDLZ$KKR$DHR
$156M
44 positions
#11KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$MS$HUM$DHR$KKR
$147M
89 positions
#12Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$MS$HUM$SLV$KKR$DE
$383M
290 positions
#13Seven Springs Wealth Group, LLCActive
Some overlap · 4 shared positions
$MS$HUM$BAC$GILD
$432M
81 positions
#14Meridian Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$HUM$KKR$UNIT
$183M
141 positions
#15COFG Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$DHR$KKR
$404M
241 positions
#16Capital Planning LLCActive
Some overlap · 3 shared positions
$MS$HUM$MAR
$307M
82 positions
#17Sterling Wealth Advisors IncSmart money
Some overlap · 3 shared positions
$MS$HUM$KKR
$175M
20 positions
#18RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MS$HUM$KKR
$181M
96 positions
#19Strategies Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$HUM$UNIT$MAR
$995M
193 positions
#20Hoese & Co LLPActive
Some overlap · 4 shared positions
$MS$HUM$BAC$LNT
$135M
135 positions
#21Provenance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MS$HUM$KKR$DE
$945M
412 positions
#22Confluence Wealth Services, Inc.Active
Some overlap · 3 shared positions
$MS$HUM$DE
$2.6B
365 positions
#23Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 4 shared positions
$MS$HUM$KKR$UNIT
$589M
590 positions
#24Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$MS$HUM$MAR$KKR$UNIT
$453M
103 positions
#25SWEENEY & MICHEL, LLCActive
Some overlap · 4 shared positions
$MS$HUM$KKR$BAC
$340M
145 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.