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Hedge Funds Similar to Midwest Advisors

13F Portfolio OverlapQ2 2026Midwest Advisors portfolio →
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Most similar hedge funds by 13F overlap

Midwest Capital Advisors, LLC is an institutional investor managing $246M across 210 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Midwest Advisors are Upper Left Wealth, STEWARDSHIP CONCEPTS FINANCIAL SERVICES, Sterling Financial Planning, with shared positions in $IAU, $STT, $DE, $WM, $RY, $NEE. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$IAU$STT$DE
$180M
73 positions
#2STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCActive
Substantial overlap · 3 shared positions
$IAU$WM$RY
$149M
70 positions
#3Sterling Financial Planning, Inc.Active
Substantial overlap · 3 shared positions
$IAU$DE$STT
$368M
123 positions
#4CPA Asset Management LLCActive
Substantial overlap · 3 shared positions
$IAU$NEE$DE
$347M
97 positions
#5Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 4 shared positions
$IAU$SYK$TJX$VRTX
$84M
36 positions
#6Legend Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$IAU$CRDO$NEE
$176M
40 positions
#7Impact Investors, IncPassive
Notable overlap · 4 shared positions
$IAU$STT$KLAC$WM
$137M
88 positions
#8Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$STT$UNP
$829M
163 positions
#9Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$DE$MLM
$181M
70 positions
#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$WM$AEP
$1.4B
144 positions
#11Cranbrook Wealth Management, LLCActive
Notable overlap · 7 shared positions
$IAU$SYK$DTB$MRVL$DTM$DE
$534M
406 positions
#12ROGCO, LPActive
Notable overlap · 4 shared positions
$IAU$MRVL$WM$AEP
$327M
224 positions
#13WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$IAU$DE$NEE
$317M
129 positions
#14Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$IAU$STT$SYK
$309M
142 positions
#15Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IAU$SYK$STT
$122M
39 positions
#16Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$MRVL
$13.5B
367 positions
#17Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$TJX
$467M
141 positions
#18Sage Investment Advisers LLCPassive
Notable overlap · 5 shared positions
$IAU$WM$DE$UNP$MLM
$149M
98 positions
#19JSF Financial, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$STT
$632M
142 positions
#20EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$MRVL$DE
$194M
119 positions
#21May Barnhard Investments LLCActive
Notable overlap · 4 shared positions
$STT$IAU$TJX$BKNG
$247M
88 positions
#22Biltmore Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$TJX$UNP
$761M
333 positions
#23Bigelow Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$MRVL$TJX$DE$NEE
$276M
157 positions
#24FLOW TRADERS U.S. LLCPassive
Notable overlap · 4 shared positions
$STT$IAU$KLAC$MRVL
$2.4B
979 positions
#25Interactive Financial AdvisorsActive
Notable overlap · 4 shared positions
$IAU$DTB$NEE$AEP
$164M
74 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.