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Hedge Funds Similar to Midwest Financial Partners Investments,

13F Portfolio OverlapQ1 2026Midwest Financial Partners Investments, portfolio →
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Most similar hedge funds by 13F overlap

Midwest Financial Partners Investments, Inc. is an institutional investor managing $241M across 80 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 Partners Investments, are Ascension Advisors,, Kozak & Associates,, ADE,, with shared positions in $ARKO, $MMM, $AXP, $AMGN, $XYZ, $DE. The full ranking of 25 similar funds is below.

#1Ascension Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$ARKO$MMM$AXP$AMGN
$318M
82 positions
#2Kozak & Associates, Inc.Active
Notable overlap · 3 shared positions
$XYZ$DE$AXP
$576M
451 positions
#3ADE, LLCActive
Notable overlap · 3 shared positions
$XYZ$AMGN$DDOG
$209M
86 positions
#4Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$NOW$XYZ$MUFG
$143M
96 positions
#5Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$XYZ$AMGN$DE
$3.6B
435 positions
#6Peak Financial Management, Inc.Active
Some overlap · 4 shared positions
$XYZ$NOW$MUFG$DE
$394M
100 positions
#7Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 3 shared positions
$ARKO$NOW$IBIT
$210M
76 positions
#8Windsor Capital Management, LLCActive
Some overlap · 3 shared positions
$NOW$XYZ$AMGN
$355M
123 positions
#9Birchwood Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$NOW$MUFG$MMM$DE$UNH
$104M
348 positions
#10Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$XYZ$MMM$HON$UNH
$114M
84 positions
#11Forefront Analytics, LLCSmart money
Some overlap · 4 shared positions
$NOW$MUFG$DE$UNH
$110M
39 positions
#12Hughes Financial Services, LLCActive
Some overlap · 3 shared positions
$XYZ$NOW$MUFG
$651M
1,720 positions
#13ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$XYZ$NOW$DDOG
$319M
177 positions
#14Meridiem Capital Partners LPPassive
Some overlap · 4 shared positions
$XYZ$TECH$DDOG$ILMN
$1.5B
64 positions
#15Bernard Wealth Management Corp.Active
Some overlap · 3 shared positions
$NOW$XYZ$HON
$234M
360 positions
#16TIAA Wealth Investment Management LLCActive
Some overlap · 5 shared positions
$NOW$MUFG$DDOG$UNH$BA
$13.1B
563 positions
#17Bond & Devick Financial Network, Inc.Passive
Some overlap · 6 shared positions
$NOW$AMGN$UNH$MUFG$DDOG$AXP
$358M
188 positions
#18IMPACTfolio, LLCSmart money
Some overlap · 3 shared positions
$NOW$MUFG$AMGN
$235M
35 positions
#19Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$NOW$HON$UNH$AXP$BA
$566M
28 positions
#20Stanich Group LLCSmart money
Some overlap · 3 shared positions
$NOW$MUFG$SLV
$131M
47 positions
#21SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$NOW$MUFG$SLV
$154M
39 positions
#22High Note Wealth, LLCPassive
Some overlap · 4 shared positions
$NOW$MUFG$UNH$IBIT
$509M
938 positions
#23ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$ARKO$MMM$UNH$AXP
$123M
101 positions
#24Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$XYZ$AMGN$BA
$215M
74 positions
#25Robocap Asset Management LtdActive
Some overlap · 3 shared positions
$NOW$HON$DDOG
$94M
23 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.