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Hedge Funds Similar to MAINSAIL ASSET

13F Portfolio OverlapQ3 2026MAINSAIL ASSET portfolio →
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Most similar hedge funds by 13F overlap

MAINSAIL ASSET MANAGEMENT, LLC is an institutional investor managing $249M across 160 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 MAINSAIL ASSET are MONTCHANIN ASSET, FAMILY WEALTH PARTNERS, Bull Harbor, with shared positions in $CTAS, $EPD, $PLTR, $PSX, $FIX, $BMY. The full ranking of 25 similar funds is below.

#1MONTCHANIN ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$CTAS$EPD$PLTR$PSX
$98M
62 positions
#2FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 11 shared positions
$FIX$BMY$CNC$PCG$WDC$EIX
$331M
105 positions
#3Bull Harbor Capital LLCPassive
Some overlap · 11 shared positions
$FIX$BMY$CNC$PCG$WDC$EIX
$513M
552 positions
#4Essential Partners LLCPassive
Some overlap · 11 shared positions
$FIX$WDC$EIX$BMY$CNC$PCG
$219M
2,852 positions
#5COGENT STRATEGIC WEALTH LLCActive
Some overlap · 8 shared positions
$PLTR$FIX$BMY$PCG$WDC$EIX
$105M
58 positions
#6Capstone Wealth Management, LLCActive
Some overlap · 9 shared positions
$SO$FIX$CNC$PCG$WDC$EIX
$216M
188 positions
#7Allegiance Financial Group Advisory Services LLCActive
Some overlap · 9 shared positions
$PLTR$FIX$BMY$CNC$PCG$WDC
$578M
205 positions
#8Caerus Investment Advisors, LLCPassive
Some overlap · 10 shared positions
$FIX$WDC$BMY$EIX$CNC$PCG
$300M
339 positions
#9JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 10 shared positions
$FIX$WDC$CNC$EIX$PCG$BMY
$1.3B
417 positions
#10AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 11 shared positions
$FIX$WDC$CNC$BMY$ABNB$PCG
$286.8B
3,900 positions
#11FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Some overlap · 3 shared positions
$CTAS$BMY$ABNB
$19.7B
437 positions
#12True Wealth Design, LLCActive
Some overlap · 10 shared positions
$FIX$WDC$CNC$BMY$JBHT$EIX
$426M
2,585 positions
#13OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$EPD$SO$SNOW
$137M
74 positions
#14PENN DAVIS MCFARLAND INCActive
Some overlap · 3 shared positions
$EPD$LMT$BMY
$1.2B
74 positions
#15Wick Capital Partners, LLCActive
Some overlap · 9 shared positions
$LMT$WDC$BMY$CB$ABNB$PCG
$663M
246 positions
#16A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$EPD$LMT$CB
$151M
100 positions
#17waypoint wealth counselPassive
Some overlap · 8 shared positions
$FIX$EIX$CNC$PCG$WDC$PNC
$172M
162 positions
#18Sivia Capital Partners, LLCPassive
Some overlap · 9 shared positions
$WDC$FIX$CNC$ABNB$EIX$SNOW
$822M
540 positions
#19Northside Capital Management, LLCActive
Some overlap · 3 shared positions
$EPD$PNC$SNOW
$1.3B
182 positions
#20Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$CTAS$PLTR$CB
$216M
101 positions
#21COWA, LLCPassive
Some overlap · 4 shared positions
$EPD$FIX$BMY$PSX
$399M
181 positions
#22Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$EPD$PLTR$PSX
$124M
99 positions
#23DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$EPD$CTAS$FIX
$517M
137 positions
#24Fogel Capital Management, Inc.Active
Some overlap · 3 shared positions
$EPD$CB$PLTR
$249M
57 positions
#25OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$PLTR$SO$LMT$CB
$329M
323 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.