What hedge funds are most similar to MELFA WEALTH MANAGEMENT, INC.?

The funds with the most similar 13F portfolios to MELFA WEALTH MANAGEMENT, INC. are ROBINSON ,, Rareview, RIVERNORTH ,, 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 MELFA WEALTH ,

13F Portfolio OverlapQ1 2026MELFA WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

MELFA WEALTH MANAGEMENT, INC. is an institutional investor managing $174M across 195 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 MELFA WEALTH , are ROBINSON ,, Rareview, RIVERNORTH ,, with shared positions in $MYI, $MHD, $PMO, $MQY, $NBH, $MUC. The full ranking of 25 similar funds is below.

#1ROBINSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 13 shared positions

$MYI $MHD $PMO $MQY $NBH $MUC

$239M

109 positions

#2Rareview Capital LLCActive

Notable overlap · 10 shared positions

$MYI $MHD $MQY $NBH $MUC $EIM

$171M

52 positions

#3RIVERNORTH CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$MYI $MHD $MQY $MUC $PCQ $EIM

$2.0B

542 positions

#4Karpus Management, Inc.Passive

Notable overlap · 8 shared positions

$MHD $MYI $MUC $MQY $EIM $KTF

$3.2B

231 positions

#5Professional Financial Management, Inc.Active

Notable overlap · 5 shared positions

$MYI $MHD $NBH $PCQ $PNI

$96M

23 positions

#6Hennion & Walsh Asset Management, Inc.Passive

Some overlap · 8 shared positions

$MQY $MHD $NVG $PML $GE $MUA

$3.0B

928 positions

#7Worthington Financial Partners, LLCPassive

Some overlap · 4 shared positions

$PMO $NBH $NVG $PML

$116M

105 positions

#8Atala Financial IncPassive

Some overlap · 3 shared positions

$MHD $MUC $NBH

$149M

117 positions

#9Viewpoint Capital Management LLCActive

Some overlap · 3 shared positions

$GE $GEV $C

$214M

135 positions

#10MARSICO CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$GE $GEV $C

$3.4B

65 positions

#11Massachusetts Wealth ManagementPassive

Some overlap · 3 shared positions

$GE $GEV $C

$231M

98 positions

#12Kingsman Wealth Management, Inc.Active

Some overlap · 3 shared positions

$GE $GEV $C

$178M

70 positions

#13Newport Trust Company, LLCSmart money

Some overlap · 4 shared positions

$GE $GEV $NKE $HUM

$40.7B

64 positions

#14HFG Advisors, Inc.Passive

Some overlap · 4 shared positions

$GE $GEV $FITB $HUM

$142M

117 positions

#15Next Level Private LLCPassive

Some overlap · 3 shared positions

$GE $GEV $FITB

$443M

175 positions

#16Oliver Luxxe Assets LLCPassive

Some overlap · 3 shared positions

$GEV $GE $C

$668M

200 positions

#17Schear Investment Advisers, LLCPassive

Some overlap · 3 shared positions

$GEV $GE $C

$227M

77 positions

#18October Effect LtdPassive

Some overlap · 3 shared positions

$GE $GEV $FITB

$87M

64 positions

#19Matthew Goff Investment Advisor, LLCPassive

Some overlap · 4 shared positions

$GE $GEV $HUM $C

$600M

107 positions

#20guardian investment managementActive

Some overlap · 3 shared positions

$GE $GEV $C

$127M

60 positions

#21Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$GE $C $GEV

$267M

33 positions

#22Cladis Investment Advisory, LLCPassive

Some overlap · 3 shared positions

$GE $GEV $NKE

$182M

159 positions

#23Passumpsic Savings Bank

Some overlap · 3 shared positions

$GE $GEV $BRZE

$183M

90 positions

#24Cynosure Management, LLCActive

Some overlap · 3 shared positions

$GE $GEV $BRZE

$800M

198 positions

#25TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 3 shared positions

$GE $GEV $HUM

$200M

110 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.