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Hedge Funds Similar to Main Street Group, LTD

13F Portfolio OverlapQ1 2026Main Street Group, LTD portfolio →
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Most similar hedge funds by 13F overlap

Main Street Group, LTD is an institutional investor managing $429M across 863 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 Main Street Group, LTD are Ridgepath, ONE PLUS ONE WEALTH ,, Pine Harbor Wealth ,, with shared positions in $AGQ, $PM, $MO, $OKE, $MKL, $MAR. The full ranking of 25 similar funds is below.

#1Ridgepath Capital Management LLCActive
Highly similar · 3 shared positions
$AGQ$PM$MO
$201M
51 positions
#2ONE PLUS ONE WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$AGQ$PM$MO
$237M
89 positions
#3Pine Harbor Wealth Management, LLCActive
Notable overlap · 4 shared positions
$OKE$AGQ$MKL$PM
$334M
102 positions
#4Bulwark Capital CorpActive
Notable overlap · 5 shared positions
$OKE$MAR$SNOW$MO$PM
$162M
100 positions
#5Triune Financial Partners, LLCSmart money
Notable overlap · 3 shared positions
$OKE$MKL$IBM
$421M
47 positions
#6IRONWOOD WEALTH MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$OKE$PM$MO$SNOW
$223M
31 positions
#7Vickerman Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$OKE$SNOW$MAR
$476M
94 positions
#8AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPActive
Notable overlap · 3 shared positions
$OKE$AGQ$T
$171M
92 positions
#9TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 3 shared positions
$AGQ$IBM$D
$911M
918 positions
#10ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AGQ$SNOW$IBM
$353M
75 positions
#11Northwest Financial AdvisorsPassive
Notable overlap · 3 shared positions
$AGQ$MAR$IBM
$52M
66 positions
#12McElhenny Sheffield Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$PM$IBM$MO
$403M
95 positions
#13Innovative Wealth Building LLCSmart money
Notable overlap · 5 shared positions
$OKE$SNOW$MAR$D$AGQ
$142M
70 positions
#14Shore Point Advisors, LLCActive
Notable overlap · 4 shared positions
$OKE$MAR$IBM$T
$253M
76 positions
#15Stony Point Wealth Management Inc.Active
Some overlap · 6 shared positions
$MKL$OKE$MAR$PM$MO$VMC
$252M
96 positions
#16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$MKL$OKE$AGQ$MAR$IBM$NSC
$648M
134 positions
#17MLP3, LLCActive
Some overlap · 5 shared positions
$AGQ$MKL$SNOW$COF$PM
$91M
86 positions
#18BWM Planning, LLCActive
Some overlap · 3 shared positions
$AGQ$SNOW$MKL
$379M
87 positions
#19Verus Financial Partners, Inc.Smart money
Some overlap · 7 shared positions
$MKL$SNOW$PM$MO$D$IBM
$1.1B
121 positions
#20Carroll Advisory Group, LLCActive
Some overlap · 3 shared positions
$AGQ$MKL$IBM
$258M
68 positions
#21Idaho Trust CoActive
Some overlap · 3 shared positions
$MKL$SNOW$MAR
$308M
97 positions
#22Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$MAR
$247M
51 positions
#23Generation Capital Management LLCActive
Some overlap · 3 shared positions
$AGQ$COF$PM
$137M
74 positions
#24Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$AGQ$SNOW$MAR
$209M
181 positions
#25Valpey Financial Services, LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$IBM
$154M
75 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.