What hedge funds are most similar to Mittelman Wealth Management?

The funds with the most similar 13F portfolios to Mittelman Wealth Management are SWAN, Sherman Wealth, Juno Financial Group, based on overlapping conviction holdings in the latest SEC filings.

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 Mittelman Wealth

13F Portfolio OverlapQ1 2026Mittelman Wealth portfolio →

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Most similar hedge funds by 13F overlap

Mittelman Wealth Management is an institutional investor managing $160M across 52 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 Mittelman Wealth are SWAN, Sherman Wealth, Juno Financial Group, with shared positions in $KKR, $HUM, $GE, $GEV, $AGQ, $IBM. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Substantial overlap · 4 shared positions

$KKR $HUM $GE $GEV

$272M

554 positions

#2Sherman Wealth Management LLCPassive

Substantial overlap · 5 shared positions

$HUM $KKR $AGQ $GE $GEV

$116M

80 positions

#3Juno Financial Group LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $GE

$255M

70 positions

#4Hubbell Strickland Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $IBM

$251M

83 positions

#5Wingate Wealth Advisors, Inc.Passive

Substantial overlap · 4 shared positions

$HUM $UPST $GE $GEV

$187M

121 positions

#6Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $UPST $AGQ

$1.1B

844 positions

#7Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $IBM

$197M

50 positions

#8Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $AGQ $IBM

$476M

199 positions

#9truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $UPST

$97M

49 positions

#10SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$HUM $KKR $AGQ

$212M

66 positions

#11Noble Family Wealth, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $KKR

$484M

76 positions

#12Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $IBM

$116M

77 positions

#13Investment Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $UPST

$393M

194 positions

#14White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $UPST

$721M

145 positions

#15Human Investing LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $UPST

$687M

96 positions

#16Fullerton Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $GEV

$97M

53 positions

#17Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $GEV $GE

$156M

44 positions

#18MJP ASSOCIATES INC /ADVPassive

Notable overlap · 5 shared positions

$HUM $KKR $AGQ $GE $IBM

$824M

231 positions

#19KDT Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $UPST $GEV

$63M

69 positions

#20Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $UPST $IBM $HUM

$236M

81 positions

#21Cannon Wealth Management Services, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $GE

$148M

85 positions

#22New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $AGQ

$866M

194 positions

#23One Day In July LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $GE

$1.2B

153 positions

#24Howard Capital Management Inc.Active

Notable overlap · 3 shared positions

$HUM $KKR $AGQ

$6.1B

332 positions

#25Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $UPST $HUM

$453M

103 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.