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 Mayflower Financial Advisors,

13F Portfolio OverlapQ1 2026Mayflower Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Mayflower Financial Advisors, LLC is an institutional investor managing $1.2B across 499 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 Mayflower Financial Advisors, are Gutierrez Wealth Advisory,, Cornerstone Financial, Midwestern Financial, /IA, with shared positions in $DDOG, $LEN, $HUM, $DOV, $MDLZ, $ALPS. The full ranking of 25 similar funds is below.

#1Gutierrez Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$DDOG $LEN $HUM $DOV $MDLZ $ALPS

$161M

70 positions

#2Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$DDOG $MS $HUM $SE $DOV

$109M

1,311 positions

#3Midwestern Financial, LLC /IAActive

Some overlap · 4 shared positions

$DDOG $LEN $HUM $DOV

$127M

54 positions

#4C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 4 shared positions

$DDOG $LEN $HUM $DOV

$214M

483 positions

#5CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$DDOG $LEN $MDLZ $SE

$107M

50 positions

#6One Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$DDOG $LEN $MDLZ $SE

$803M

304 positions

#7LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$DDOG $LEN $HUM $DOV $PLTR

$595M

360 positions

#8Red Tortoise LLCPassive

Some overlap · 5 shared positions

$DDOG $LEN $MS $HUM $SE

$240M

591 positions

#9RED REEF ADVISORS LLCPassive

Some overlap · 5 shared positions

$LEN $DDOG $DOV $HON $PLTR

$96M

179 positions

#10Compass Advisory Group LLCActive

Some overlap · 4 shared positions

$DDOG $LEN $DOV $HUM

$374M

86 positions

#11STAGE HARBOR FINANCIAL, LLCActive

Some overlap · 3 shared positions

$DDOG $LEN $MS

$151M

61 positions

#12Dentgroup LLC

Some overlap · 5 shared positions

$LEN $MDLZ $HUM $MDY $SE

$146M

93 positions

#13Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$LEN $DDOG $HUM $ALPS $MDLZ

$181M

177 positions

#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$DDOG $MO $SE $MDLZ

$206M

97 positions

#15ACCREDITED INVESTOR SERVICES, LLCSmart money

Some overlap · 4 shared positions

$DDOG $HUM $ALPS $SE

$156M

77 positions

#16Aprio Wealth Management, LLCPassive

Some overlap · 4 shared positions

$DDOG $MS $HUM $ALPS

$1.8B

613 positions

#17GEN Financial Management, INC.Active

Some overlap · 4 shared positions

$DDOG $HUM $DOV $HON

$162M

51 positions

#18NewCorp Financial Services, Inc.Active

Some overlap · 3 shared positions

$DDOG $LEN $HUM

$115M

50 positions

#19Strathmore Capital Advisors, Inc.Active

Some overlap · 4 shared positions

$DDOG $MO $HON $PLTR

$354M

138 positions

#20ONE Advisory Partners, LLCActive

Some overlap · 5 shared positions

$DDOG $MDLZ $SE $MS $HUM

$324M

72 positions

#21Wealthfront Advisers LLCActive

Some overlap · 4 shared positions

$DDOG $MS $HUM $PLTR

$45.6B

1,076 positions

#22Joel Adams & Associates, Inc.Active

Some overlap · 4 shared positions

$DDOG $MS $LEN $SE

$135M

64 positions

#23CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$DDOG $DOV $SE $PLTR

$157M

130 positions

#24ORG Partners LLC

Some overlap · 6 shared positions

$MS $MDLZ $ALPS $PLTR $SE $HUM

$568M

1,708 positions

#25Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$DDOG $MS $HON $PLTR

$345M

78 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.