Hedge Funds Similar to M1

13F Portfolio OverlapQ2 2026M1 portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

M1 Capital Management LLC is an institutional investor managing $271M across 113 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to M1 are RETIREMENT GUYS FORMULA, Hopwood Nicholas Hunter, Plante Moran Financial Advisors, with shared positions in $DTB, $PEP, $DTM, $GLDM, $PLTR, $ADP. The full ranking of 25 similar funds is below.

#1RETIREMENT GUYS FORMULA LLCPassive

Some overlap · 3 shared positions

$266M

158 positions

#2Hopwood Nicholas HunterActive

Some overlap · 3 shared positions

$DTB $GLDM $DTM

$365M

131 positions

#3Plante Moran Financial Advisors, LLCActive

Some overlap · 3 shared positions

$2.1B

1,589 positions

#4Acorn Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$DTB $GLDM $DTM

$410M

303 positions

#5SENTINEL TRUST CO LBASmart money

Slight overlap · 3 shared positions

$PLTR $GLDM $PEP

$1.1B

136 positions

#6FSA Advisors, Inc.Passive

Slight overlap · 3 shared positions

$DTB $DTM $PLTR

$218M

261 positions

#7Van Cleef Asset Management,IncActive

Slight overlap · 3 shared positions

$PLTR $PEP $ADP

$981M

119 positions

#8NTV ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$PLTR $PEP $HOOD

$1.0B

317 positions

#9IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Slight overlap · 3 shared positions

$PLTR $PEP $HOOD

$1.6B

289 positions

#10MN Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$PEP $PLTR $VKTX

$235M

134 positions

#11Secure Asset Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $GLDM $GNRC

$714M

333 positions

#12Compass Wealth Management, LLC/GAActive

Slight overlap · 3 shared positions

$PLTR $GLDM $PEP

$251M

74 positions

#13Energy Income Partners, LLCActive

Slight overlap · 3 shared positions

$DTB $DTM $GNRC

$6.4B

88 positions

#14SlateStone Wealth, LLCPassive

Slight overlap · 3 shared positions

$PEP $PLTR $ADP

$1.3B

296 positions

#15WNY Asset Management, LLCActive

Slight overlap · 3 shared positions

$1.1B

261 positions

#16CAMBIENT FAMILY OFFICE, LLCPassive

Slight overlap · 3 shared positions

$PLTR $PEP $ADP

$813M

328 positions

#17Summit Global InvestmentsActive

Slight overlap · 3 shared positions

$PEP $PLTR $DTB

$1.8B

523 positions

#18Cranbrook Wealth Management, LLCActive

Slight overlap · 3 shared positions

$534M

406 positions

#19INVESTMENT PARTNERS, LTD.Passive

Slight overlap · 3 shared positions

$PEP $PLTR $ADP

$320M

167 positions

#20Bernard Wealth Management Corp.Active

Slight overlap · 3 shared positions

$DTB $DTM $PLTR

$271M

325 positions

#21KDT Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $PEP $ADP

$72M

73 positions

#22Blue Water Asset ManagementActive

Slight overlap · 3 shared positions

$DTB $DTM $GLDM

$310M

108 positions

#23Pinnacle Wealth Management Group, Inc.Passive

Slight overlap · 3 shared positions

$214M

128 positions

#24Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$PLTR $PEP $ADP

$288M

251 positions

#25MASECO LLPActive

Slight overlap · 3 shared positions

$PEP $PLTR $GLDM

$3.6B

291 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.