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Hedge Funds Similar to Midwest Financial Group

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

Midwest Financial Group LLC is an institutional investor managing $234M across 126 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 Midwest Financial Group are Greater Midwest Financial Group,, marrick wealth,, COLLECTIVE FAMILY OFFICE, with shared positions in $AMN, $MU, $AMD, $SHW, $USB, $MDY. The full ranking of 25 similar funds is below.

#1Greater Midwest Financial Group, LLCPassive
Notable overlap · 5 shared positions
$AMN$MU$AMD$SHW$USB
$186M
65 positions
#2marrick wealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$MDY$AMD
$119M
52 positions
#3COLLECTIVE FAMILY OFFICE LLCPassive
Notable overlap · 3 shared positions
$AMN$OKE$UNIT
$489M
161 positions
#4Seed Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$AMN$OKE$VLTO$UNIT
$145M
98 positions
#5Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$UNIT$USB$COP
$98M
68 positions
#6Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$AMD$OKE
$233M
676 positions
#7Unison Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$AMD$VLTO$FITB$COP
$1.3B
175 positions
#8Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 5 shared positions
$AMD$MU$BA$AXP$COP
$566M
28 positions
#9COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$OKE$COP
$371M
158 positions
#10Objectivity Squared, LLCActive
Notable overlap · 5 shared positions
$AMN$BA$COP$USB$MDY
$159M
55 positions
#11CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 6 shared positions
$AMN$BA$COP$UNIT$MU$AMAT
$334M
70 positions
#12Rafferty Asset Management, LLCActive
Notable overlap · 5 shared positions
$AMD$MU$USB$TXN$AMAT
$24.6B
1,057 positions
#13Morton Brown Family Wealth, LLCActive
Notable overlap · 4 shared positions
$AMN$USB$TXN$COP
$378M
292 positions
#14Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$AMN$USB$TXN$COP
$170M
38 positions
#15Quantum Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$VLTO$AXP$MU$UNIT
$891M
231 positions
#16RW Investment Management LLCActive
Notable overlap · 5 shared positions
$AMN$MU$USB$COP$BA
$1.0B
113 positions
#17Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$OKE$UNIT$SHW$USB
$1.5B
686 positions
#18SFG Wealth Management, LLC.Active
Notable overlap · 4 shared positions
$AMN$USB$MU$AMD
$243M
100 positions
#19Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive
Notable overlap · 3 shared positions
$AMD$MU$COP
$262M
28 positions
#20Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$CSX
$221M
60 positions
#21Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$UNIT$MDY$USB
$2.2B
79 positions
#22Sanchez Levi GarrettActive
Notable overlap · 4 shared positions
$AMN$USB$AMAT$SHW
$159M
74 positions
#23FINANCIAL MANAGEMENT NETWORK INCPassive
Notable overlap · 4 shared positions
$AMN$USB$COP$AXP
$653M
191 positions
#24BetterWealth, LLCSmart money
Notable overlap · 5 shared positions
$AMN$USB$AMAT$MU$AMD
$510M
85 positions
#25Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$UNIT$USB
$718M
278 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.