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Hedge Funds Similar to MKT Advisors

13F Portfolio OverlapQ3 2026MKT Advisors portfolio →
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Most similar hedge funds by 13F overlap

MKT Advisors LLC is an institutional investor managing $312M across 147 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MKT Advisors are BENEDICT FINANCIAL ADVISORS, Mendel, TOTH FINANCIAL ADVISORY, with shared positions in $AMGN, $QCOM, $MCD, $SBUX, $PM, $SYY. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$AMGN$QCOM$MCD$SBUX$PM$SYY
$504M
136 positions
#2Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$AMGN$QCOM$AFL$FDX$SBUX
$222M
99 positions
#3TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 7 shared positions
$AMGN$AFL$MCD$AZO$CVS$MCK
$1.0B
1,024 positions
#4Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$AMGN$QCOM$MCD$FDX$CVS
$317M
112 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AMGN$QCOM$AFL$MCD
$203M
58 positions
#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 6 shared positions
$AMGN$QCOM$MCD$CVS$NEE$MCK
$405M
98 positions
#7Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$AMGN$QCOM$SBUX$AEP$NEE$PM
$158M
78 positions
#8MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$AMGN$QCOM$SBUX$AEP$NEE
$1.2B
100 positions
#9GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$AMGN$QCOM$AFL$CVS
$906M
153 positions
#10Vision Capital Management, Inc.Active
Some overlap · 5 shared positions
$AMGN$QCOM$SBUX$CVS$NEE
$882M
151 positions
#11Stablepoint Partners, LLCPassive
Some overlap · 5 shared positions
$AMGN$QCOM$MCD$CVS$NEE
$723M
260 positions
#12First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$AMGN$QCOM$MCD$PM$NEE
$1.4B
73 positions
#13DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$QCOM$MCD$SRE
$275M
99 positions
#14Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$QCOM$AFL$MCD$CVS$NEE$SYY
$113M
87 positions
#15Cypress Capital, LLCActive
Some overlap · 4 shared positions
$AMGN$QCOM$MCD$SBUX
$377M
117 positions
#16Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$AMGN$MCD$AZO$PM$MCK
$754M
41 positions
#17Somerset Trust CoPassive
Some overlap · 4 shared positions
$AMGN$AFL$MCD$NEE
$354M
186 positions
#18DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$MCD$FDX$CVS
$206M
105 positions
#19Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$SBUX$CVS$MCK
$292M
99 positions
#20Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$AMGN$QCOM$AFL$NEE
$111M
62 positions
#21Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$AMGN$QCOM$AZO$PHYS
$253M
139 positions
#22Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$AFL$MCD$CVS
$265M
100 positions
#23Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$AMGN$AFL$PM$CVS$SYY
$394M
99 positions
#24Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$AMGN$MCD$FDX$SBUX
$320M
72 positions
#25Tortuga Wealth Management, IncPassive
Some overlap · 4 shared positions
$AMGN$QCOM$SBUX$MCK
$141M
141 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.