Hedge Funds Similar to MN Wealth Advisors,

13F Portfolio OverlapQ1 2026MN Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

MN Wealth Advisors, LLC is an institutional investor managing $206M across 124 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 MN Wealth Advisors, are Generali Powszechne Towarzystwo Emerytalne, Savant ,, Burk, with shared positions in $NOW, $SNOW, $NKE, $CRM, $AMN, $KO. The full ranking of 25 similar funds is below.

#1Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$NOW $SNOW $NKE $CRM

$566M

28 positions

#2Savant Capital, LLCActive

Notable overlap · 4 shared positions

$NKE $SNOW $AMN $KO

$20.7B

1,500 positions

#3Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$NKE $SNOW $AMN $LUV

$233M

676 positions

#4Austin Asset Management Co IncSmart money

Notable overlap · 4 shared positions

$NKE $SNOW $AMN $DELL

$608M

85 positions

#5Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$NKE $SNOW $AMN $KO

$398M

88 positions

#6KELLY FINANCIAL GROUP LLCActive

Notable overlap · 6 shared positions

$NKE $SNOW $LUV $SONY $LEN $KO

$398M

100 positions

#7Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$NKE $SNOW $AMN $NOW

$228M

72 positions

#8Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $AMN

$110M

64 positions

#9Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$NKE $SNOW $AMN

$337M

41 positions

#10McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $AMN

$119M

65 positions

#11Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NKE $SNOW $AMN

$525M

138 positions

#12DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $AMN

$249M

92 positions

#13Manchester Global Management (UK) LtdActive

Notable overlap · 3 shared positions

$NOW $SNOW $NKE

$749M

23 positions

#14ISLAY CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$NOW $SNOW $AMN

$197M

204 positions

#15Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$NKE $SNOW $CRM

$2.6B

365 positions

#16OMNI 360 Wealth, Inc.Passive

Notable overlap · 3 shared positions

$NKE $SNOW $LEN

$194M

125 positions

#17Clarity Asset Management, Inc.Passive

Some overlap · 3 shared positions

$NKE $SNOW $NOW

$198M

290 positions

#18McLean Asset Management CorpActive

Some overlap · 4 shared positions

$NKE $SNOW $AMN $KLAC

$572M

165 positions

#19True Link Financial Advisors, LLCActive

Some overlap · 3 shared positions

$NKE $SNOW $NOW

$1.6B

418 positions

#20Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$1.1B

244 positions

#21Beckerman Institutional, LLCPassive

Some overlap · 3 shared positions

$188M

121 positions

#22ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$NKE $SNOW $AMN

$167M

35 positions

#23Harbor Island Capital LLCActive

Some overlap · 3 shared positions

$NKE $VSNT $KLAC

$269M

16 positions

#24Quent Long Short Global Small Cap Fund, LP

Some overlap · 4 shared positions

$NKE $SNOW $AMN $NOW

$1.2B

299 positions

#25Oceanside Advisors LLCActive

Some overlap · 3 shared positions

$175M

53 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.