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 MBA Advisors

13F Portfolio OverlapQ1 2026MBA Advisors portfolio →

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Most similar hedge funds by 13F overlap

MBA Advisors LLC is an institutional investor managing $260M across 146 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 MBA Advisors are First Financial Group, Retirement Systems, Alpha Zero, with shared positions in $WT, $SNOW, $IAU, $JHG, $GE, $IBM. The full ranking of 25 similar funds is below.

#1First Financial Group CorpActive

Notable overlap · 6 shared positions

$WT $SNOW $IAU $JHG $GE $IBM

$122M

80 positions

#2Retirement Management Systems Inc.Active

Notable overlap · 4 shared positions

$SNOW $WT $JHG $IAU

$415M

51 positions

#3Alpha Zero LLCActive

Notable overlap · 5 shared positions

$WT $SOLV $IAU $JHG $ASML

$198M

79 positions

#4Williams Financial, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $WT $MKL $IBM

$172M

25 positions

#5IFC & Insurance Marketing, Inc.Active

Notable overlap · 5 shared positions

$SNOW $JHG $IAU $UPST $MKL

$96M

72 positions

#6Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $KKR

$222M

56 positions

#7Grove Street Fiduciary, LLCActive

Notable overlap · 7 shared positions

$SNOW $WT $UPST $MKL $IBM $GE

$227M

74 positions

#8Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $MKL $WT

$931M

518 positions

#9Red Mountain Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $IAU $MKL $MCD $AMGN

$106M

79 positions

#10Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $WT $IAU $UPST $MKL $AGQ

$950M

192 positions

#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$SNOW $JHG $WT $KKR $MCD $VZ

$156M

139 positions

#12NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $IAU $MCD $IBM

$247M

71 positions

#13STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $MPC

$124M

51 positions

#14Blackhawk Capital Partners, LLCPassive

Notable overlap · 6 shared positions

$SNOW $JHG $WT $UPST $ASML $VZ

$273M

141 positions

#15Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$WT $SOLV $JHG $AGQ $IAU

$462M

53 positions

#16Seneschal Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $AMGN

$135M

594 positions

#17Frankly Finances, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $MKL $WT

$110M

64 positions

#18Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $JHG $UPST

$136M

108 positions

#19Per Stirling Capital Management, LLC.Passive

Notable overlap · 6 shared positions

$WT $JHG $SOLV $IAU $AGQ $SNOW

$905M

310 positions

#20Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $KKR

$414M

139 positions

#21Ballast Rock Private Wealth LLCPassive

Notable overlap · 7 shared positions

$SNOW $JHG $SOLV $WT $ALPS $KKR

$181M

177 positions

#22Harbour Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $WT $JHG $MPC

$133M

89 positions

#23Peck Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $SOLV $WT $IBM $GE

$100M

122 positions

#24Tandem Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $SOLV $ALPS

$314M

98 positions

#25MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $AGQ

$508M

88 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.