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Hedge Funds Similar to Madison Wealth Partners

13F Portfolio OverlapQ2 2026Madison Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Madison Wealth Partners, Inc is an institutional investor managing $786M across 292 U.S. equity positions as of Q2 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 Goldstein Advisors, RMG Wealth, Fjell, with shared positions in $KLAC, $LNT, $MGEE, $CRWD, $SPCX, $DE. The full ranking of 25 similar funds is below.

#1Goldstein Advisors, LLCActive
Slight overlap · 5 shared positions
$KLAC$LNT$MGEE$CRWD$SPCX
$1.1B
261 positions
#2RMG Wealth Management LLCActive
Slight overlap · 3 shared positions
$MGEE$DE$LNT
$969M
578 positions
#3Fjell Capital, LLCPassive
Slight overlap · 4 shared positions
$DE$KLAC$DHR$CRWD
$147M
66 positions
#4MBE Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MGEE$KLAC$LNT
$284M
170 positions
#5Menard Financial Group LLCActive
Slight overlap · 4 shared positions
$DE$KLAC$CRWD$SPCX
$184M
80 positions
#6IFS Advisors, LLCActive
Slight overlap · 4 shared positions
$DE$LNT$CRWD$SPCX
$209M
220 positions
#7Hills Bank & Trust CoActive
Slight overlap · 4 shared positions
$KLAC$LNT$DE$DHR
$2.3B
383 positions
#8PARNASSUS INVESTMENTS, LLCActive
Slight overlap · 3 shared positions
$DE$KLAC$DHR
$37.4B
135 positions
#9S Harris Financial Group, LLCActive
Slight overlap · 3 shared positions
$DE$KLAC$DHR
$129M
124 positions
#10BLUEDOOR PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$DE$KLAC$DHR
$238M
164 positions
#11Texas Capital Bank Wealth Management Services IncActive
Slight overlap · 3 shared positions
$DE$KLAC$DHR
$1.9B
349 positions
#12Banque Transatlantique SAActive
Slight overlap · 3 shared positions
$DE$KLAC$DHR
$4.7B
494 positions
#13AIA Group LtdActive
Slight overlap · 3 shared positions
$KLAC$DE$DHR
$7.9B
322 positions
#14Progressive Investment Management CorpActive
Slight overlap · 3 shared positions
$KLAC$DE$DHR
$454M
56 positions
#15FACTORY MUTUAL INSURANCE COActive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$10.6B
205 positions
#16Ponta Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$187M
199 positions
#17Alaethes Wealth, LLCPassive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$345M
111 positions
#18Skyline Advisors, Inc.Active
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$319M
123 positions
#19Valley Brook Capital Group, Inc.Passive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$176M
120 positions
#20Clearwave Capital, LLCPassive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$181M
166 positions
#21Murphy & Mullick Capital Management CorpPassive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$161M
666 positions
#22Elwood & Goetz Wealth Advisory Group, LLCActive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$676M
148 positions
#23Realta Investment AdvisorsPassive
Slight overlap · 3 shared positions
$DE$KLAC$CRWD
$322M
378 positions
#24AMES NATIONAL CORPSmart money
Slight overlap · 3 shared positions
$DE$KLAC$LNT
$182M
69 positions
#25Cedar Point Capital Partners, LLCActive
Slight overlap · 3 shared positions
$DE$LNT$CRWD
$174M
77 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.