Hedge Funds Similar to M1

13F Portfolio OverlapQ1 2026M1 portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

M1 Capital Management LLC is an institutional investor managing $217M across 111 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 M1 are Purus Wealth ,, AIFG Consultants Ltd., FSA Advisors,, with shared positions in $GLDM, $PLTR, $GEV, $AMD, $GE, $DTB. The full ranking of 25 similar funds is below.

#1Purus Wealth Management, LLCPassive

Some overlap · 5 shared positions

$GLDM $PLTR $GEV $AMD $GE

$314M

157 positions

#2AIFG Consultants Ltd.

Slight overlap · 4 shared positions

$GLDM $GE $DTB $GEV

$58M

54 positions

#3FSA Advisors, Inc.Passive

Slight overlap · 5 shared positions

$PLTR $DTB $GEV $AMD $DTM

$152M

192 positions

#4KADENSA CAPITAL LtdActive

Slight overlap · 5 shared positions

$PLTR $GE $GEV $AMD $UPST

$718M

39 positions

#5Sumitomo Mitsui Trust Holdings, Inc.Active

Slight overlap · 4 shared positions

$GLDM $PLTR $AMD $GE

$154.5B

1,047 positions

#6CONTINENTAL INVESTORS SERVICES, INC.Active

Slight overlap · 4 shared positions

$XHR $PLTR $VLTO $UPST

$106M

81 positions

#7NISSAY ASSET MANAGEMENT CORP /JAPANActive

Slight overlap · 5 shared positions

$GE $PLTR $AMD $GEV $GLDM

$18.9B

666 positions

#8Resona Asset Management Co.,Ltd.Active

Slight overlap · 4 shared positions

$GLDM $AMD $PLTR $GE

$20.1B

791 positions

#9IFS Group,LLCPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$112M

144 positions

#10CAPITAL FUND MANAGEMENT S.A.Passive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$22.1B

2,005 positions

#11Telligent Fund, LPActive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$94M

24 positions

#12Gunderson Capital Management Inc.Passive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$239M

46 positions

#13BNC WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$360M

106 positions

#14Newbridge Financial Services Group, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$608M

1,182 positions

#15Winslow Capital Management, LLCActive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$25.6B

60 positions

#16MONETTA FINANCIAL SERVICES INCPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$129M

58 positions

#17Global Assets Advisory, LLCPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$349M

477 positions

#18Teamwork Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$946M

216 positions

#19Greenline Wealth Management LLCPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$87M

94 positions

#20Murphy & Mullick Capital Management CorpPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$135M

726 positions

#21Vivid Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$247M

66 positions

#22JENNISON ASSOCIATES LLCActive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$145.4B

562 positions

#23Prosperity Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$XHR $PLTR $AMD

$271M

186 positions

#24OVERSEA-CHINESE BANKING Corp LtdPassive

Slight overlap · 4 shared positions

$GLDM $GE $AMD $VLTO

$3.7B

337 positions

#25ING GROEP NVPassive

Slight overlap · 4 shared positions

$PLTR $GE $GEV $AMD

$16.4B

503 positions

Compare M1’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 M1’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.