13F Pro

Hedge Funds Similar to McGlone Suttner Wealth ,

13F Portfolio OverlapQ1 2026McGlone Suttner Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

McGlone Suttner Wealth Management, Inc. is an institutional investor managing $755M across 189 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 McGlone Suttner Wealth , are Financially in Tune,, Wealth Nebraska, EQ WEALTH ADVISORS,, with shared positions in $NKE, $HUM, $KKR, $UNIT, $USB, $PM. The full ranking of 25 similar funds is below.

#1Financially in Tune, LLCActive
Substantial overlap · 4 shared positions
$NKE$HUM$KKR$UNIT
$116M
77 positions
#2Wealth Management NebraskaSmart money
Notable overlap · 5 shared positions
$NKE$USB$PM$KKR$UNIT
$987M
100 positions
#3EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$NKE$HUM$MCD
$171M
54 positions
#4ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$NKE$USB$BAC
$112M
69 positions
#5Trinity Financial Advisors LLCActive
Notable overlap · 3 shared positions
$NKE$KKR$DDOG
$351M
89 positions
#6MASECO LLPActive
Notable overlap · 6 shared positions
$NKE$KKR$USB$KO$MCD$UNIT
$3.2B
391 positions
#7Index Fund Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$USB$UNIT$KO
$2.2B
127 positions
#8ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$NKE$KKR$DDOG$KO
$158M
125 positions
#9ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 5 shared positions
$NKE$HUM$UNIT$DDOG$KO
$753M
159 positions
#10Planning Center, Inc.Smart money
Notable overlap · 5 shared positions
$NKE$HUM$KO$WEC$KKR
$987M
78 positions
#11VESTIA PERSONAL WEALTH ADVISORSActive
Notable overlap · 4 shared positions
$NKE$UNIT$KO$HUM
$213M
99 positions
#12Lauterbach Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$HUM$UNIT
$205M
79 positions
#13Team Hewins, LLCSmart money
Notable overlap · 3 shared positions
$NKE$HUM$UNIT
$337M
41 positions
#14DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$UNIT$HUM
$249M
92 positions
#15Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$NKE$MCD$PM
$132M
25 positions
#16DiNuzzo Private Wealth, Inc.Active
Notable overlap · 4 shared positions
$NKE$MCD$USB$KKR
$928M
1,345 positions
#17CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$NKE$UNIT$GD$AMAT
$334M
70 positions
#18Plancorp, LLCActive
Notable overlap · 3 shared positions
$NKE$BAC$USB
$3.5B
378 positions
#19Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$NKE$DDOG$USB$WEC$UNIT
$1.1B
81 positions
#20Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$NKE$USB$DDOG$UNIT$KKR
$228M
72 positions
#21TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$NKE$MCD$DDOG
$1.9B
251 positions
#22G2 CAPITAL MANAGEMENT, LLC / OHSmart money
Notable overlap · 4 shared positions
$NKE$MCD$HUM$KKR
$411M
73 positions
#23Rather & Kittrell, Inc.Active
Notable overlap · 4 shared positions
$NKE$USB$BAC$PM
$648M
113 positions
#24Cedar Point Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$NKE$USB$KO
$154M
71 positions
#25Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$USB$DDOG
$2.1B
152 positions

Compare McGlone Suttner Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View McGlone Suttner Wealth ,’s holdings

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.