Hedge Funds Similar to Members Advisory Group

13F Portfolio OverlapQ1 2026Members Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Members Advisory Group LLC is an institutional investor managing $358M across 42 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 Members Advisory Group are Cascade Wealth Advisors,, Cordant,, Cornerstone Financial, with shared positions in $USB, $UPST, $SNOW, $LAZ. The full ranking of 25 similar funds is below.

#1Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$USB $UPST $SNOW

$228M

60 positions

#2Cordant, Inc.Active

Notable overlap · 3 shared positions

$USB $UPST $SNOW

$246M

75 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$UPST $USB $SNOW

$109M

1,311 positions

#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$USB $UPST $SNOW

$350M

95 positions

#5Echo45 Advisors LLCActive

Some overlap · 3 shared positions

$UPST $SNOW $USB

$178M

76 positions

#6Clarity Capital Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $UPST $USB

$215M

95 positions

#7XY Planning Network, Inc.Passive

Some overlap · 3 shared positions

$USB $UPST $SNOW

$626M

273 positions

#8TrustWell Financial Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $USB $UPST

$106M

70 positions

#9TPG Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$SNOW $USB $UPST

$307M

76 positions

#10BDFS Capital LLCActive

Some overlap · 3 shared positions

$UPST $SNOW $USB

$208M

137 positions

#11Certified Advisory CorpPassive

Some overlap · 3 shared positions

$SNOW $UPST $USB

$1.1B

318 positions

#12Valpey Financial Services, LLCPassive

Some overlap · 3 shared positions

$SNOW $UPST $USB

$154M

75 positions

#13NOVEM GROUPPassive

Some overlap · 3 shared positions

$SNOW $UPST $USB

$873M

437 positions

#14Calder Financial LLCActive

Some overlap · 3 shared positions

$UPST $SNOW $USB

$101M

40 positions

#15Oakmont Advisory Group, LLCPassive

Some overlap · 3 shared positions

$USB $SNOW $UPST

$98M

119 positions

#16Future Financial Wealth Managment LLCActive

Some overlap · 3 shared positions

$SNOW $LAZ $USB

$155M

128 positions

#17Disciplined Investments, LLCPassive

Some overlap · 3 shared positions

$UPST $USB $SNOW

$279M

141 positions

#18Meridian Financial Partners LLCActive

Some overlap · 3 shared positions

$LAZ $SNOW $USB

$263M

121 positions

#19RoundAngle Advisors LLCPassive

Some overlap · 3 shared positions

$UPST $USB $SNOW

$134M

60 positions

#20White Lighthouse Investment Management Inc.Active

Some overlap · 3 shared positions

$USB $UPST $SNOW

$721M

145 positions

#21Madrid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $UPST $USB

$133M

70 positions

#22Roundview Capital LLCPassive

Some overlap · 3 shared positions

$SNOW $USB $UPST

$1.6B

340 positions

#23Glass Jacobson Investment Advisors llcPassive

Some overlap · 3 shared positions

$USB $UPST $SNOW

$290M

607 positions

#24MBE Wealth Management, LLCActive

Some overlap · 3 shared positions

$USB $SNOW $UPST

$241M

141 positions

#25American Investment Services, Inc.Active

Some overlap · 3 shared positions

$SNOW $USB $UPST

$448M

132 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.