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Hedge Funds Similar to MIDLAND WEALTH ADVISORS

13F Portfolio OverlapQ3 2026MIDLAND WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

MIDLAND WEALTH ADVISORS LLC is an institutional investor managing $2.2B across 159 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MIDLAND WEALTH ADVISORS are Strid Group, PENINSULA ASSET, Lakeridge Wealth, with shared positions in $NUE, $BLK, $GLW, $SHW, $ABT, $BPRE. The full ranking of 25 similar funds is below.

#1Strid Group, LLCSmart money
Notable overlap · 3 shared positions
$NUE$BLK$GLW
$901M
93 positions
#2PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$NUE$ABT
$209M
54 positions
#3Lakeridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SHW$BPRE$MCD
$272M
188 positions
#4JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$SHW$MCD$TJX$ABT
$4.1B
83 positions
#5BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$NUE$MCD$PHM$ABT
$2.5B
270 positions
#6STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$NUE$TXN$ABT$GLW
$146.1B
107 positions
#7Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$TJX$TXN$MCD
$1.3B
62 positions
#8East Coast Asset Management, LLC.Active
Some overlap · 3 shared positions
$WWD$SHW$TJX
$624M
81 positions
#9OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$NUE$MCD$TXN
$113M
56 positions
#10Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$SHW$TJX$TXN
$326M
47 positions
#11Legacy Financial Strategies, LLCActive
Some overlap · 4 shared positions
$SHW$NUE$MCD$ABT
$615M
145 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$SHW$MCD$TJX$TXN$ABT
$455M
118 positions
#13Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$SHW$MCD$ABT
$486M
109 positions
#14SEARLE & CO.Passive
Some overlap · 4 shared positions
$NUE$MCD$TXN$GLW
$445M
194 positions
#15Decker Wealth Management LLCActive
Some overlap · 3 shared positions
$NUE$TJX$ABT
$493M
122 positions
#16KFA Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$SHW$MCD$GLW
$425M
157 positions
#17Winning Points Advisors, LLCActive
Some overlap · 4 shared positions
$SHW$MCD$ABT$TXN
$76M
42 positions
#18DEARBORN PARTNERS LLCPassive
Some overlap · 4 shared positions
$SHW$MCD$TXN$ABT
$1.8B
269 positions
#19Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SHW$MCD$TXN$PHM
$754M
41 positions
#20TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 4 shared positions
$SHW$MCD$BLK$ABT
$1.0B
1,024 positions
#21ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$SHW$MCD$TXN$GLW
$344M
174 positions
#22Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$NUE$MCD$TXN
$1.1B
166 positions
#23Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$MCD$BLK$TJX$TXN$ABT
$1.1B
204 positions
#24TCI Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$WWD$MCD$TXN
$2.3B
266 positions
#25NICHOLAS COMPANY, INC.Active
Some overlap · 4 shared positions
$SHW$MCD$TJX$TXN
$5.5B
195 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.