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Hedge Funds Similar to MKT Advisors

13F Portfolio OverlapQ1 2026MKT Advisors portfolio →
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Most similar hedge funds by 13F overlap

MKT Advisors LLC is an institutional investor managing $322M across 155 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 MKT Advisors are CM WEALTH ADVISORS, TCP Asset ,, ARKANSAS FINANCIAL GROUP,, with shared positions in $DIA, $HUM, $MCD, $PHYS, $WT, $AMGN. The full ranking of 25 similar funds is below.

#1CM WEALTH ADVISORS LLCActive
Notable overlap · 4 shared positions
$DIA$HUM$MCD$PHYS
$470M
146 positions
#2TCP Asset Management, LLCActive
Notable overlap · 3 shared positions
$DIA$WT$PHYS
$778M
133 positions
#3ARKANSAS FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$DIA$WT$MCD
$717M
94 positions
#4Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$DIA$HUM$AMGN$AEP
$195M
138 positions
#5Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$AMGN
$486M
108 positions
#6Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$HUM$MCD
$806M
127 positions
#7Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$AMGN$MCD
$309M
233 positions
#8Vision Retirement, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$AZO
$352M
649 positions
#9Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$WT
$99M
95 positions
#10MLP3, LLCPassive
Some overlap · 5 shared positions
$DIA$WT$AFL$AEP$FDX
$91M
86 positions
#11Osbon Capital Management LLCPassive
Some overlap · 4 shared positions
$DIA$AMGN$WT$HUM
$123M
493 positions
#12Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DIA$MCD$HUM$NEE
$151M
97 positions
#13Northern Financial Advisors IncPassive
Some overlap · 3 shared positions
$DIA$AMGN$MCD
$137M
105 positions
#14Bay Rivers GroupPassive
Some overlap · 3 shared positions
$DIA$HUM$AMGN
$240M
109 positions
#15Fourth Dimension Wealth, LLCPassive
Some overlap · 3 shared positions
$DIA$WT$MCD
$264M
596 positions
#16Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DIA$HUM$AMGN
$186M
163 positions
#17Capital Management Associates, IncActive
Some overlap · 3 shared positions
$DIA$GLDM$MCD
$442M
151 positions
#18Amplius Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$WT$HUM
$1.2B
175 positions
#191 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$DIA$WT$MCD
$277M
270 positions
#20GreatBanc Trust COActive
Some overlap · 4 shared positions
$DIA$HUM$WT$MCD
$143M
67 positions
#21SYKON CAPITAL LLCActive
Some overlap · 3 shared positions
$DIA$WT$MCD
$300M
88 positions
#22COWA, LLCActive
Some overlap · 3 shared positions
$DIA$WT$AMGN
$371M
158 positions
#23DMKC Advisory Services, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$FDX
$240M
84 positions
#24SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$MCD
$106M
89 positions
#25Redwood Family Wealth LLCPassive
Some overlap · 4 shared positions
$DIA$HUM$WT$NEE
$102M
102 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.