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Hedge Funds Similar to MAINSAIL ASSET ,

13F Portfolio OverlapQ1 2026MAINSAIL ASSET , portfolio →
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Most similar hedge funds by 13F overlap

MAINSAIL ASSET MANAGEMENT, LLC is an institutional investor managing $223M across 112 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 MAINSAIL ASSET , are Advantage,, Sherry Group,, Plum Street Advisors,, with shared positions in $RELX, $UNIT, $HUM, $KKR, $ETN, $MAR. The full ranking of 25 similar funds is below.

#1Capital Advantage, Inc.Active
Notable overlap · 5 shared positions
$RELX$UNIT$HUM$KKR$ETN
$765M
145 positions
#2Sherry Group, Inc.Active
Notable overlap · 4 shared positions
$RELX$MAR$HUM$ALPS
$92M
41 positions
#3Plum Street Advisors, LLCActive
Notable overlap · 4 shared positions
$RELX$UNIT$CTAS$HUM
$289M
98 positions
#4Iron Gate Global Advisors LLCActive
Notable overlap · 6 shared positions
$RELX$KKR$PLTR$HSY$ETN$UNIT
$947M
105 positions
#5SWAN Capital LLCPassive
Notable overlap · 6 shared positions
$UNIT$HUM$KKR$MAR$SO$PLTR
$272M
554 positions
#6Bay Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$RELX$KKR$HUM
$162M
107 positions
#7FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Notable overlap · 3 shared positions
$RELX$CTAS$ETN
$1.6B
323 positions
#8MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 3 shared positions
$RELX$UNIT$MAR
$114M
77 positions
#9Diversified Portfolios, Inc.Active
Notable overlap · 3 shared positions
$RELX$UNIT$KKR
$1.2B
174 positions
#10Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$RELX$PLTR$MAR
$147M
189 positions
#11Oakmont Advisory Group, LLCPassive
Some overlap · 3 shared positions
$RELX$HUM$KKR
$98M
119 positions
#12FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 4 shared positions
$UNIT$HUM$KKR$MAR
$176M
104 positions
#13Hegarty Advisors, LLCActive
Some overlap · 5 shared positions
$UNIT$KKR$RELX$HUM$ALPS
$127M
57 positions
#14Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$UNIT$HUM$KKR$PLTR
$365M
111 positions
#15Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$UNIT$HUM$KKR
$230M
21 positions
#16Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$UNIT$HUM$KKR
$111M
63 positions
#17John A. Wolfe & Associates, Inc.Active
Some overlap · 4 shared positions
$UNIT$KKR$MAR$HSY
$65M
42 positions
#18Junk Investment Group, LLCPassive
Some overlap · 5 shared positions
$HUM$MAR$UNIT$KKR$HSY
$191M
88 positions
#19Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$UNIT$KKR$MAR$HUM
$117M
74 positions
#20Capital Advisors Wealth Management, LLCPassive
Some overlap · 6 shared positions
$HUM$KKR$MAR$PLTR$ALPS$UNIT
$745M
219 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$HUM$KKR$MAR$UNIT
$721M
145 positions
#22Capital Squared Financial LLCPassive
Some overlap · 4 shared positions
$KKR$UNIT$MAR$HUM
$131M
85 positions
#23Creekside PartnersPassive
Some overlap · 3 shared positions
$UNIT$HUM$KKR
$243M
183 positions
#24Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$HUM$KKR$MAR$UNIT$SO
$2.3B
186 positions
#25Financially in Tune, LLCActive
Some overlap · 3 shared positions
$UNIT$HUM$KKR
$116M
77 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.