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Hedge Funds Similar to Mainsail Financial Group,

13F Portfolio OverlapQ1 2026Mainsail Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Mainsail Financial Group, LLC is an institutional investor managing $294M across 72 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 Mainsail Financial Group, are Inlight Wealth ,, Provident Wealth ,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $REGN, $UNIT, $VZ, $PFE, $SNOW, $KO. The full ranking of 25 similar funds is below.

#1Inlight Wealth Management, LLCActive
Notable overlap · 4 shared positions
$REGN$UNIT$VZ$PFE
$270M
50 positions
#2Provident Wealth Management, LLCActive
Notable overlap · 5 shared positions
$REGN$SNOW$KO$UNIT$AMN
$331M
134 positions
#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 3 shared positions
$REGN$UNIT$KO
$206M
97 positions
#4Prota Financial, LLCActive
Notable overlap · 4 shared positions
$REGN$KO$CRM$ADBE
$138M
67 positions
#5Longview Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$REGN$KO$AMN$PFE$VZ
$164M
163 positions
#6PSI Advisors, LLCPassive
Notable overlap · 4 shared positions
$REGN$FND$VZ$EPD
$418M
156 positions
#7Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$REGN$SNOW$ADBE$AMN
$126M
74 positions
#8Opal Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$UNIT$SNOW$VZ$KO$REGN$AMN
$442M
606 positions
#9Paragon Capital Management LtdActive
Notable overlap · 4 shared positions
$REGN$CRM$UNIT$AMN
$476M
199 positions
#10SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$UNIT$SNOW$VZ$EPD
$152M
119 positions
#11Nabity-Jensen Investment Management IncActive
Some overlap · 3 shared positions
$UNIT$SNOW$CRM
$144M
70 positions
#12Jacobsen Capital ManagementActive
Some overlap · 4 shared positions
$UNIT$SNOW$MU$KO
$296M
124 positions
#13Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$WM
$227M
74 positions
#14Flaharty Asset Management, LLCActive
Some overlap · 4 shared positions
$FND$SNOW$AMN$MU
$806M
133 positions
#15Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$UNIT$SNOW$PFE
$619M
138 positions
#16GuoLine Advisory Pte LtdActive
Some overlap · 3 shared positions
$REGN$ADBE$CRM
$956M
24 positions
#17Marotta Asset ManagementActive
Some overlap · 3 shared positions
$UNIT$SNOW$KO
$543M
103 positions
#18Retirement Investment Advisors, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$SNOW$EPD
$1.2B
67 positions
#19Abacus Planning Group, Inc.Active
Some overlap · 4 shared positions
$UNIT$SNOW$KO$AMN
$743M
264 positions
#20BancFirst Trust & Investment ManagementSmart money
Some overlap · 4 shared positions
$UNIT$SNOW$EPD$AMN
$226M
42 positions
#21Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$UNIT$KO$SNOW
$262M
186 positions
#22FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$UNIT$SNOW$PLD$MU$AMN
$293M
105 positions
#23Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$AMN
$289M
98 positions
#24Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$REGN$SNOW$UNIT$FND
$194M
54 positions
#25WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 4 shared positions
$UNIT$SNOW$UPS$KO
$453M
74 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.