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 MUIRFIELD WEALTH ADVISORS

13F Portfolio OverlapQ1 2026MUIRFIELD WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

MUIRFIELD WEALTH ADVISORS LLC is an institutional investor managing $136M across 80 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 MUIRFIELD WEALTH ADVISORS are WEBSTERROGERS FINANCIAL ADVISORS,, GEN Financial ,, Cornerstone Financial, with shared positions in $UPST, $HUM, $COP, $DUK, $SCHW, $BAC. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$UPST $HUM $COP $DUK $SCHW $BAC

$350M

95 positions

#2GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $HUM $IAU $SCHW

$162M

51 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$UPST $HUM $COP

$109M

1,311 positions

#4Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$UPST $HUM $COP

$228M

60 positions

#5Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $IAU

$1.1B

844 positions

#6STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$HUM $UPST $COP $BAC

$547M

180 positions

#7Chemistry Wealth Management LLCPassive

Notable overlap · 7 shared positions

$UPST $AXP $IAU $BAC $COP $BKNG

$569M

204 positions

#8Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $UPST $WT $CW $PM

$227M

74 positions

#9Human Investing LLCSmart money

Notable overlap · 5 shared positions

$HUM $UPST $SCHW $SLV $PM

$687M

96 positions

#10ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $SCHW $COP

$153M

46 positions

#11Opus Financial Solutions LLCPassive

Notable overlap · 7 shared positions

$HUM $WT $SLV $COP $UPST $IAU

$106M

103 positions

#12Oak Harvest Investment ServicesPassive

Notable overlap · 5 shared positions

$UPST $HUM $COP $DUK $SCHW

$958M

176 positions

#13New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $JHG $WT $IAU $COP $SAN

$866M

194 positions

#14GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 5 shared positions

$UPST $WT $COP $IAU $SCHW

$576M

171 positions

#15Compton Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $BAC

$449M

85 positions

#16KITCHING PARTNERS, LLCActive

Notable overlap · 6 shared positions

$HUM $UPST $IAU $AXP $SLV $PM

$109M

40 positions

#17Fullerton Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $UPST $COP $SCHW

$97M

53 positions

#18MOKAN Wealth Management Inc.Passive

Notable overlap · 4 shared positions

$UPST $HUM $COP $AMAT

$226M

109 positions

#19Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $AXP $WT $BAC

$114M

68 positions

#20Wright Wealth LLCActive

Notable overlap · 6 shared positions

$UPST $WT $HUM $T $DUK $PM

$149M

51 positions

#21Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$UPST $JHG $WT

$273M

141 positions

#22E&G Advisors, LPPassive

Notable overlap · 6 shared positions

$HUM $WT $JHG $BAC $SLV $AMAT

$449M

236 positions

#23Kure Advisory, LLCActive

Notable overlap · 5 shared positions

$UPST $IAU $COP $SCHW $SLV

$184M

56 positions

#24Fusion Capital, LLCActive

Notable overlap · 5 shared positions

$HUM $JHG $BAC $SCHW $SAN

$371M

104 positions

#25Causey Wealth LLCPassive

Notable overlap · 6 shared positions

$UPST $WT $COP $SCHW $JHG $HUM

$236M

81 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.