What hedge funds are most similar to Mid-American Wealth Advisory Group, Inc.?

The funds with the most similar 13F portfolios to Mid-American Wealth Advisory Group, Inc. are Axim Planning & Wealth, Wolfstich ,, Guilbault, based on overlapping conviction holdings in the latest SEC filings.

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 Mid-American Wealth Advisory Group,

13F Portfolio OverlapQ1 2026Mid-American Wealth Advisory Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mid-American Wealth Advisory Group, Inc. is an institutional investor managing $277M across 66 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 Mid-American Wealth Advisory Group, are Axim Planning & Wealth, Wolfstich ,, Guilbault, with shared positions in $EH, $MO, $BMY, $HUM, $VZ, $KO. The full ranking of 25 similar funds is below.

#1Axim Planning & WealthActive

Highly similar · 3 shared positions

$EH $MO $BMY

$82M

84 positions

#2Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $VZ $KO $MO

$114M

45 positions

#3Guilbault Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $KO $MO

$91M

67 positions

#4CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$BMY $VZ $HUM

$98M

117 positions

#5Miramar Capital, LLCPassive

Notable overlap · 3 shared positions

$VZ $BMY $HUM

$449M

56 positions

#6Keystone Financial Planning, Inc.Smart money

Notable overlap · 4 shared positions

$VZ $BMY $MO $KO

$374M

40 positions

#7Windle Wealth, LLCActive

Notable overlap · 3 shared positions

$VZ $KO $MO

$237M

32 positions

#8Catherine Avery Investment Management LLCPassive

Notable overlap · 3 shared positions

$VZ $BMY $KO

$223M

109 positions

#9Aurdan Capital Management, LLCActive

Some overlap · 3 shared positions

$HUM $KO $MO

$333M

88 positions

#10SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$HUM $MO $VZ $KO

$212M

66 positions

#11GQG Partners LLCActive

Some overlap · 3 shared positions

$VZ $KO $MO

$63.1B

81 positions

#12Carolina Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$KO $MO $VZ $BMY

$240M

278 positions

#13Gerald Baker Financial Group LLCPassive

Some overlap · 3 shared positions

$HUM $MO $KO

$253M

107 positions

#14CFC Planning Co LLCPassive

Some overlap · 3 shared positions

$VZ $KO $MO

$140M

72 positions

#15PARK CIRCLE CoActive

Some overlap · 3 shared positions

$VZ $MO $BMY

$108M

51 positions

#16Measured Risk Portfolios, Inc.Passive

Some overlap · 3 shared positions

$VZ $KO $MO

$91M

66 positions

#17Aberdeen Wealth Management LLCActive

Some overlap · 3 shared positions

$HUM $KO $IAU

$219M

179 positions

#18Opus Financial Solutions LLCPassive

Some overlap · 3 shared positions

$HUM $EH $IAU

$106M

103 positions

#19Stokes Family Office, LLCPassive

Some overlap · 3 shared positions

$HUM $MO $IAU

$969M

276 positions

#20Firestone Capital ManagementPassive

Some overlap · 3 shared positions

$HUM $IAU $KO

$480M

160 positions

#21Kagan Cocozza Asset ManagementActive

Some overlap · 3 shared positions

$HUM $KO $VZ

$142M

69 positions

#22Madson Wealth Advisors IncPassive

Some overlap · 3 shared positions

$HUM $IAU $KO

$120M

84 positions

#23Good Harbor Advisors, Inc.Passive

Some overlap · 3 shared positions

$HUM $VZ $BMY

$92M

82 positions

#24Ariston Services GroupActive

Some overlap · 3 shared positions

$HUM $IAU $ORLY

$167M

71 positions

#25BCWM, LLCPassive

Some overlap · 4 shared positions

$VZ $BMY $MO $IAU

$353M

57 positions

Compare Mid-American Wealth Advisory Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Mid-American Wealth Advisory Group,’s holdings

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.