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 Midwest Advisors,

13F Portfolio OverlapQ1 2026Midwest Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Midwest Capital Advisors, LLC is an institutional investor managing $214M across 199 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 Midwest Advisors, are Cobblestone Asset, BlueStem Wealth Partners,, McNamara Financial Services,, with shared positions in $GMM, $SE, $IAU, $WT, $RBLX, $LRCX. The full ranking of 25 similar funds is below.

#1Cobblestone Asset Management LLCPassive

Notable overlap · 3 shared positions

$GMM $SE $IAU

$222M

73 positions

#2BlueStem Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$GMM $SE $WT $RBLX

$900M

124 positions

#3McNamara Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GMM $WT $LRCX

$528M

99 positions

#4Marathon Strategic Advisors, LLCActive

Notable overlap · 3 shared positions

$GMM $SYK $WT

$139M

52 positions

#5ONE Advisory Partners, LLCActive

Notable overlap · 4 shared positions

$GMM $SE $IAU $MDLZ

$324M

72 positions

#6Archer Investment Management, LLCPassive

Notable overlap · 4 shared positions

$GMM $SE $IAU $WT

$238M

108 positions

#7STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$GMM $SE $LRCX

$113M

82 positions

#8WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$IAU $SE $GMM $WT

$508M

107 positions

#9Aspect Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $SE $GMM $WT

$245M

709 positions

#10Davis Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SE $IAU $GMM $MDLZ

$120M

72 positions

#11Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$IAU $SE $WT $LOW

$90M

65 positions

#12LPWM LLCActive

Some overlap · 3 shared positions

$GMM $BRZE $SE

$396M

94 positions

#13Bedminster, LLCActive

Some overlap · 4 shared positions

$SE $IAU $ED $LOW

$107M

53 positions

#14EHRLICH FINANCIAL GROUPPassive

Some overlap · 3 shared positions

$GMM $IAU $MDLZ

$174M

112 positions

#15MA Private WealthActive

Some overlap · 7 shared positions

$GMM $IAU $SE $MU $MDLZ $AMD

$591M

86 positions

#16West Wealth Group, LLCActive

Some overlap · 5 shared positions

$GMM $SE $IAU $AMD $LRCX

$506M

130 positions

#17Roan Capital PartnersPassive

Some overlap · 3 shared positions

$SE $GMM $WT

$108M

77 positions

#18WealthCare Investment Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $SE $WT

$360M

191 positions

#19Sterling Financial Planning, Inc.Active

Some overlap · 3 shared positions

$IAU $SE $WT

$337M

117 positions

#20Leslie Global Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $GMM $WT

$190M

79 positions

#21Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$SE $GMM $BRZE $IAU

$525M

138 positions

#22Financial Harvest, LLCActive

Some overlap · 4 shared positions

$IAU $SE $WT $AMD

$170M

57 positions

#23Sharkey, Howes & JaverActive

Some overlap · 5 shared positions

$SE $IAU $GMM $MDLZ $WT

$742M

153 positions

#24Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$IAU $SE $BRZE

$607M

110 positions

#25Capital Asset Advisory Services LLCActive

Some overlap · 3 shared positions

$IAU $GMM $WT

$2.6B

299 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.