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 MAYPORT,

13F Portfolio OverlapQ1 2026MAYPORT, portfolio →

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Most similar hedge funds by 13F overlap

MAYPORT, LLC is an institutional investor managing $538M across 130 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 MAYPORT, are Cornerstone Wealth Advisors,, E&R Wealth ,, Arlington, with shared positions in $UPST, $UNIT, $SNOW, $MKL, $AFRM, $SCHW. The full ranking of 25 similar funds is below.

#1Cornerstone Wealth Advisors, Inc.Smart money

Substantial overlap · 5 shared positions

$UPST $UNIT $SNOW $MKL $AFRM

$434M

49 positions

#2E&R Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$UPST $UNIT $SCHW

$100M

12 positions

#3Arlington Trust Co LLCActive

Notable overlap · 6 shared positions

$UPST $KKR $BRZE $HUM $DHR $DOV

$1.1B

844 positions

#4GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $DOV $HUM $SCHW

$162M

51 positions

#5INSIGHT 2811, INC.Active

Notable overlap · 4 shared positions

$UPST $BA $SNOW $SCHW

$239M

101 positions

#6Five Oceans AdvisorsActive

Notable overlap · 3 shared positions

$UPST $DOV $LRCX

$276M

193 positions

#7PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 5 shared positions

$UPST $UNIT $DOV $SCHW $HUM

$567M

75 positions

#8GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 7 shared positions

$UPST $UNIT $BRZE $AFRM $MKL $HUM

$128M

42 positions

#9Vernal Point Advisors, LLCSmart money

Notable overlap · 4 shared positions

$UPST $BRZE $DOV $SCHW

$246M

21 positions

#10Calder Financial LLCActive

Notable overlap · 5 shared positions

$UPST $BRZE $KKR $HUM $SNOW

$101M

40 positions

#11Wealth Dimensions Group, Ltd.Active

Notable overlap · 4 shared positions

$UPST $KKR $HUM $SCHW

$508M

170 positions

#12Morling Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $SNOW $SCHW

$325M

108 positions

#13Chemistry Wealth Management LLCPassive

Notable overlap · 4 shared positions

$UPST $UNIT $MKL $SCHW

$569M

204 positions

#14Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $SCHW $SNOW

$246M

75 positions

#15Orgel Wealth Management, LLCActive

Notable overlap · 5 shared positions

$UPST $AFRM $HUM $MKL $SNOW

$4.6B

95 positions

#16ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$UPST $UNIT $SNOW $SCHW

$370M

119 positions

#17ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$UPST $AFRM $HUM $DHR $SCHW

$153M

46 positions

#18Level Financial AdvisorsActive

Notable overlap · 7 shared positions

$UPST $UNIT $SNOW $LRCX $AFRM $HUM

$392M

92 positions

#19Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$UPST $MKL $SNOW

$156M

30 positions

#20TrueWealth Financial PartnersActive

Notable overlap · 7 shared positions

$UPST $UNIT $MKL $DOV $SNOW $SCHW

$251M

66 positions

#21Cravens & Co Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $AFRM $BA

$154M

64 positions

#22Warwick Investment Management, Inc.Active

Notable overlap · 4 shared positions

$UPST $BRZE $SNOW $SCHW

$690M

137 positions

#23Bear Mountain Capital, Inc.Active

Notable overlap · 5 shared positions

$UPST $AFRM $SCHW $MKL $BA

$333M

198 positions

#24Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$UPST $DOV $KKR $UNIT $HUM $SNOW

$109M

1,311 positions

#25Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$UPST $KKR $HUM $SNOW

$228M

60 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.