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 Mullooly Asset ,

13F Portfolio OverlapQ1 2026Mullooly Asset , portfolio →

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Most similar hedge funds by 13F overlap

Mullooly Asset Management, Inc. is an institutional investor managing $271M across 51 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 Mullooly Asset , are 5th Street Advisors,, Glassman Wealth Services, Blankinship & Foster,, with shared positions in $MKL, $SHW, $SAN, $DDOG, $SNA, $KKR. The full ranking of 25 similar funds is below.

#15th Street Advisors, LLCActive

Substantial overlap · 3 shared positions

$MKL $SHW $SAN

$232M

52 positions

#2Glassman Wealth ServicesSmart money

Substantial overlap · 6 shared positions

$MKL $DDOG $SNA $KKR $WT $OTIS

$736M

187 positions

#3Blankinship & Foster, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $DDOG $KKR

$452M

75 positions

#4Voya Financial Advisors, Inc.Active

Substantial overlap · 3 shared positions

$MKL $LMT $KKR

$1.0B

209 positions

#5Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$MKL $DDOG $WT

$255M

49 positions

#6MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$MKL $DDOG $LMT $WT

$240M

234 positions

#7Journey Beyond Wealth, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DDOG $LMT

$116M

29 positions

#8Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $ORLY $KKR $DDOG

$5.3B

399 positions

#9Rockbridge Capital Management LLCActive

Notable overlap · 3 shared positions

$MKL $ORLY $LMT

$149M

27 positions

#10Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $SHW $KKR

$325M

57 positions

#11Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$MKL $DDOG $KKR

$382M

55 positions

#12CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $DDOG $KKR

$648M

134 positions

#13Kestra Investment Management, LLCActive

Notable overlap · 3 shared positions

$MKL $DDOG $WT

$5.8B

439 positions

#14AVENIR CORPActive

Notable overlap · 3 shared positions

$MKL $ORLY $LMT

$820M

72 positions

#15VERITY Wealth AdvisorsActive

Notable overlap · 3 shared positions

$MKL $GILD $WT

$150M

81 positions

#16BARR E S & COActive

Notable overlap · 3 shared positions

$MKL $ORLY $SHW

$1.7B

108 positions

#17Newton One Investments LLCActive

Notable overlap · 4 shared positions

$MKL $DDOG $KKR $WT

$368M

121 positions

#18MEANS INVESTMENT CO., INC.Active

Notable overlap · 3 shared positions

$MKL $SHW $KKR

$1.1B

212 positions

#19Grange Capital, LLCActive

Notable overlap · 3 shared positions

$MKL $KKR $WT

$100M

46 positions

#20HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $SHW $LMT

$280M

107 positions

#21VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$MKL $DDOG $LMT $KKR

$335M

505 positions

#22SAGE FINANCIAL GROUP INCSmart money

Some overlap · 3 shared positions

$MKL $KKR $SHW

$1.5B

107 positions

#23NewSquare Capital LLCPassive

Some overlap · 3 shared positions

$MKL $GILD $WT

$1.2B

211 positions

#24Stony Point Wealth Management Inc.Passive

Some overlap · 3 shared positions

$MKL $LMT $KKR

$252M

96 positions

#25ETF Portfolio Partners, Inc.Active

Some overlap · 3 shared positions

$MKL $KKR $ORLY

$381M

68 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.