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 McDonough ,

13F Portfolio OverlapQ1 2026McDonough , portfolio →

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Most similar hedge funds by 13F overlap

McDonough Capital Management, Inc is an institutional investor managing $183M across 50 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 McDonough , are Signet Investment Advisory Group,, O'Domhnaill Enterprises,, Fox Hill Wealth, with shared positions in $WM, $NOC, $COP, $LMT, $NEE, $UPST. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$WM $NOC $COP $LMT $NEE

$218M

69 positions

#2O'Domhnaill Enterprises, Inc.Passive

Some overlap · 6 shared positions

$WM $LMT $NOC $UPST $DUK $WEC

$124M

55 positions

#3Fox Hill Wealth ManagementPassive

Some overlap · 8 shared positions

$PLTR $LMT $NOC $NEE $PANW $DUK

$208M

117 positions

#4Stack Financial Management, IncActive

Some overlap · 6 shared positions

$WM $LMT $COP $NEE $DUK $AEP

$1.4B

52 positions

#5M3 Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WM $LMT $NEE $PANW

$130M

35 positions

#6OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 4 shared positions

$PLTR $LMT $COP $NEE

$311M

318 positions

#7Tuttle Capital Management, LLCPassive

Some overlap · 6 shared positions

$PLTR $LMT $NOC $NEE $PLD $ANET

$61M

124 positions

#8CURIO WEALTH, LLCActive

Some overlap · 4 shared positions

$PLTR $LMT $COP $NEE

$293M

1,255 positions

#9Werlinich Asset Management, LLCActive

Some overlap · 5 shared positions

$LMT $NOC $WM $PANW $ANET

$206M

56 positions

#10Sitrin Capital Management LLCPassive

Some overlap · 3 shared positions

$WM $LMT $PANW

$200M

39 positions

#11PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$PLTR $LMT $COP $PLD

$3.0B

77 positions

#12Titan Investment Solutions LtdActive

Some overlap · 4 shared positions

$WM $LMT $PLTR $ANET

$781M

56 positions

#13Westchester Capital Management, Inc.Active

Some overlap · 4 shared positions

$WM $LMT $COP $UPST

$497M

45 positions

#14Stillwater Wealth Management GroupPassive

Some overlap · 4 shared positions

$WM $LMT $NEE $NOC

$162M

77 positions

#15LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$WM $NOC $NEE $DUK $PLD

$970M

154 positions

#16Purus Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WM $PLTR $LMT $NOC $ANET

$314M

157 positions

#17Legal Advantage Investments, Inc.Passive

Some overlap · 4 shared positions

$PLTR $NOC $LMT $PANW

$194M

79 positions

#18InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$PLTR $WM $NEE $PANW $DUK

$175M

108 positions

#19Rydar Equities, Inc.Passive

Some overlap · 3 shared positions

$WM $LMT $PLTR

$129M

92 positions

#20Miramar Capital, LLCPassive

Some overlap · 3 shared positions

$WM $LMT $KKR

$449M

56 positions

#21Vident Advisory, LLCPassive

Some overlap · 5 shared positions

$PLTR $LMT $NOC $PANW $KKR

$11.7B

1,835 positions

#22Themes Management Co LLCPassive

Some overlap · 3 shared positions

$LMT $NOC $PLTR

$162M

151 positions

#23Patrick Mauro Investment Advisor, INC.Active

Some overlap · 4 shared positions

$WM $LMT $DUK $AEP

$199M

40 positions

#24Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 3 shared positions

$WM $LMT $NEE

$302M

93 positions

#25Rockline Wealth Management, LLCActive

Some overlap · 5 shared positions

$PLTR $WM $NEE $PANW $AEP

$460M

108 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.