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Hedge Funds Similar to MFA Wealth Services

13F Portfolio OverlapQ1 2026MFA Wealth Services portfolio →
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Most similar hedge funds by 13F overlap

MFA Wealth Services is an institutional investor managing $151M across 122 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 MFA Wealth Services are EDGAR LOMAX /VA, CYPRESS FINANCIAL PLANNING, WOLFF WIESE MAGANA, with shared positions in $SCHW, $MS, $AMGN, $COP, $USB, $WFC. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$SCHW$MS$AMGN$COP$USB$WFC
$1.4B
56 positions
#2CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 6 shared positions
$SCHW$MS$COP$USB$HUM$MCD
$363M
102 positions
#3WOLFF WIESE MAGANA LLCPassive
Notable overlap · 6 shared positions
$SCHW$AMGN$MS$AXP$UNP$MCD
$181M
983 positions
#4SVRN Asset Management, LLCActive
Notable overlap · 4 shared positions
$SCHW$MS$BAH$HUM
$103M
37 positions
#5Oak Harvest Investment ServicesPassive
Notable overlap · 8 shared positions
$MS$SCHW$HUM$AMGN$COP$UNP
$958M
176 positions
#6PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 6 shared positions
$SCHW$COP$WFC$AXP$UNP$ETN
$166M
72 positions
#7Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$SCHW$MS$USB$GILD$ASML
$313M
119 positions
#8Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$MS$BAH$AXP$AMGN$UNP$ETN
$601M
149 positions
#9ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$MS$SCHW$COP$HUM$WFC
$1.4B
261 positions
#10SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 6 shared positions
$BAH$SCHW$USB$HUM$COP$UNP
$222M
135 positions
#11Cambridge Advisors Inc.Active
Some overlap · 6 shared positions
$SCHW$AMGN$USB$HUM$UNP$COP
$515M
178 positions
#12Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$COP$USB$HUM$MCD
$420M
120 positions
#13FC Advisory LLCActive
Some overlap · 5 shared positions
$SCHW$MS$HUM$USB$COP
$342M
115 positions
#14Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$SCHW$MS$BAH
$343M
115 positions
#15Wealthfront Advisers LLCActive
Some overlap · 4 shared positions
$SCHW$MS$USB$HUM
$45.6B
1,076 positions
#16BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$MS$AMGN$COP$HUM$GILD$ETN
$2.4B
787 positions
#17HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MS$SCHW$COP$WFC$GILD
$293M
166 positions
#18Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$MS$SCHW$AMGN$COP$ETN
$163M
52 positions
#19Tide Cove Capital Partners LLCSmart money
Some overlap · 4 shared positions
$SCHW$COP$USB$HUM
$147M
13 positions
#20BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$MS$SCHW$USB$WFC
$2.1B
108 positions
#21Transcendent Capital Group LLCPassive
Some overlap · 4 shared positions
$SCHW$BAH$COP$USB
$219M
112 positions
#22R.H. Investment Group, LLCPassive
Some overlap · 6 shared positions
$AMGN$COP$USB$WFC$UNP$MCD
$130M
45 positions
#23DCM Advisors, LLCActive
Some overlap · 6 shared positions
$MS$COP$WFC$USB$AXP$MCD
$220M
38 positions
#24PROSPERITY BANCSHARES INCPassive
Some overlap · 4 shared positions
$SCHW$MS$COP$AXP
$125M
414 positions
#25MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MS$AMGN$USB$WFC
$1.1B
105 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.