How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Maia Wealth

13F Portfolio OverlapQ1 2026Maia Wealth portfolio →

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Most similar hedge funds by 13F overlap

Maia Wealth LLC is an institutional investor managing $591M across 349 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 Maia Wealth are Hershey Financial Advisers,, Wisconsin Wealth Advisors,, Advisory Resource Group, with shared positions in $WT, $FITB, $AMAT, $SCHW, $GMM, $CRM. The full ranking of 25 similar funds is below.

#1Hershey Financial Advisers, LLCPassive

Some overlap · 5 shared positions

$WT $FITB $AMAT $SCHW $GMM

$116M

80 positions

#2Wisconsin Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$FITB $AMAT $CRM $UNH $FTNT

$102M

84 positions

#3Advisory Resource GroupPassive

Some overlap · 5 shared positions

$FITB $AMAT $CRM $SCHW $GMM

$581M

172 positions

#4Oregon Pacific Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $AMAT $SCHW $BKNG $CRM

$96M

105 positions

#5FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Some overlap · 5 shared positions

$FITB $CRM $AMAT $UNH $SCHW

$18.1B

418 positions

#6WIN ADVISORS, INCPassive

Some overlap · 4 shared positions

$WT $FITB $AMAT $LMT

$219M

78 positions

#7CROBANPassive

Some overlap · 5 shared positions

$WT $TECK $SCHW $LMT $UNH

$213M

73 positions

#8tru Independence LLCPassive

Some overlap · 4 shared positions

$WT $FITB $CRM $LMT

$202M

102 positions

#9ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$WT $AMAT $CRM $SCHW

$228M

90 positions

#10Trajan Wealth LLCActive

Some overlap · 5 shared positions

$WT $UNH $SCHW $BKNG $CRM

$2.5B

150 positions

#11Carmel Capital Partners, LLCPassive

Some overlap · 4 shared positions

$WT $AMAT $SCHW $LEN

$277M

118 positions

#12Rare Wolf Capital LLCPassive

Some overlap · 4 shared positions

$WT $CRM $UNH $LMT

$154M

127 positions

#13CRUX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$WT $AMAT $SCHW $BKNG

$261M

181 positions

#14Comprehensive Money Management Services LLCPassive

Some overlap · 4 shared positions

$WT $CRM $SCHW $GMM

$152M

193 positions

#15McGuire Investment Group, LLCActive

Some overlap · 4 shared positions

$WT $AMAT $SCHW $LMT

$885M

121 positions

#16Valued Retirements, Inc.Passive

Some overlap · 3 shared positions

$WT $FITB $TECK

$102M

90 positions

#17HOLLENCREST SECURITIES LLCActive

Some overlap · 4 shared positions

$WT $CRM $AMAT $UNH

$2.7B

1,221 positions

#18HF Advisory Group, LLCPassive

Some overlap · 4 shared positions

$WT $AMAT $SCHW $BKNG

$293M

166 positions

#19One Wealth Map LLCPassive

Some overlap · 5 shared positions

$WT $AMAT $SCHW $BKNG $CRM

$213M

103 positions

#20Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$WT $AMAT $SCHW $LEN

$181M

177 positions

#21Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$AMAT $CRM $FTNT $BKNG $LMT

$187M

87 positions

#22THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$WT $BTC $LEN $GMM

$285M

94 positions

#23MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$AMAT $CRM $LEN $UNH $BTSG

$543M

235 positions

#24FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$AMAT $FITB $SCHW $GMM $BKNG

$319M

251 positions

#25Elmwood Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $SCHW $UNH $CRM

$362M

178 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.