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 M3 Advisory Group,

13F Portfolio OverlapQ1 2026M3 Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

M3 Advisory Group, LLC is an institutional investor managing $162M across 149 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 M3 Advisory Group, are New England Private Wealth Advisors, Blackston Financial Advisory Group,, Wingate Wealth Advisors,, with shared positions in $HUM, $BRZE, $MDY, $AGQ, $MAR, $NTRB. The full ranking of 25 similar funds is below.

#1New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $BRZE $MDY $AGQ $MAR

$866M

194 positions

#2Blackston Financial Advisory Group, LLCActive

Notable overlap · 5 shared positions

$HUM $NTRB $MDY $MAR $PSX

$160M

106 positions

#3Wingate Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $BRZE $DELL $MAR

$187M

121 positions

#4Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $MAR $NTRB

$3.0B

455 positions

#5ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $BRZE $WFC

$753M

159 positions

#6FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $BRZE $MAR $PSX

$176M

104 positions

#7WEST PACES ADVISORS INC.Active

Notable overlap · 4 shared positions

$HUM $MDY $AGQ $BAC

$516M

197 positions

#8Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $NTRB $AGQ

$116M

80 positions

#9Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $NTRB $MAR

$302M

51 positions

#10Alexis Investment Partners, LLCActive

Notable overlap · 4 shared positions

$HUM $NTRB $MDY $MAR

$145M

35 positions

#11Paragon Capital Management LtdActive

Notable overlap · 4 shared positions

$HUM $AGQ $REGN $MDY

$476M

199 positions

#12Granite FO LLCActive

Notable overlap · 3 shared positions

$HUM $MDY $MU

$169M

170 positions

#13INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $BAC $REGN

$314M

130 positions

#14PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $BRZE $DELL $NTRB

$198M

106 positions

#15Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $BAC $MAR

$239M

158 positions

#16E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $BAC $MAR

$449M

236 positions

#17Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $BRZE $WFC

$98M

197 positions

#18MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$HUM $AGQ $BAC

$824M

231 positions

#19Trust Point Inc.Active

Notable overlap · 3 shared positions

$HUM $WFC $MAR

$1.2B

521 positions

#20SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $MU

$272M

554 positions

#21Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $NTRB

$251M

83 positions

#22CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$HUM $BRZE $WFC $BAC

$121M

54 positions

#23WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $BAC $PSX

$350M

95 positions

#24HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $MDY $MAR $BAC

$246M

118 positions

#25Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $MDY $REGN

$480M

160 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.