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 MidAtlantic ,

13F Portfolio OverlapQ1 2026MidAtlantic , portfolio →

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Most similar hedge funds by 13F overlap

MidAtlantic Capital Management, Inc. is an institutional investor managing $145M across 84 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 MidAtlantic , are truNorth Financial Services,, Milestone Investment Advisors, Catalyst Investment, with shared positions in $KKR, $WT, $MS, $COP, $UNIT, $SLV. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Notable overlap · 7 shared positions

$KKR $WT $MS $COP $UNIT $SLV

$97M

49 positions

#2Milestone Investment Advisors LLCActive

Notable overlap · 5 shared positions

$KKR $WT $COP $SNOW $UNIT

$414M

139 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$KKR $WT $MS $DOV $DE $MKL

$90M

65 positions

#4FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $MS $NTRB

$233M

350 positions

#5Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$KKR $MS $COP $UNIT

$453M

103 positions

#6Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$KKR $WT $UNIT $MS $MKL

$365M

111 positions

#7Eagle Strategies LLCPassive

Notable overlap · 7 shared positions

$WT $MS $SNOW $KKR $UNIT $SLV

$837M

258 positions

#8Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$KKR $WT $SNOW

$104M

20 positions

#9Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$WT $KKR $SNOW $COP

$222M

56 positions

#10DAGCO, INC.Passive

Notable overlap · 4 shared positions

$KKR $MS $COP $SLV

$461M

353 positions

#11Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KKR $MS $SNOW $COP $WT $MKL

$123M

111 positions

#12Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$WT $MS $COP $DE $SNOW

$284M

125 positions

#13Bay Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$KKR $SNOW $WT $MS $MKL $D

$162M

107 positions

#14Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $SNOW $DOV

$514M

56 positions

#15Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$KKR $WT $UNIT $MKL

$116M

77 positions

#16Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$COP $SNOW $KKR $NTRB $MS $DOV

$109M

1,311 positions

#17Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$KKR $SNOW $COP $WT $UNIT $DE

$337M

117 positions

#18VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$KKR $COP $UNIT $NTRB $SNOW $MKL

$335M

505 positions

#19Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $NTRB $COP

$236M

81 positions

#20Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $NTRB $UNIT

$116M

80 positions

#21Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $COP $NTRB $SNOW

$300M

80 positions

#22Meridian Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $MS $COP $UNIT $KKR $D

$183M

141 positions

#23FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$KKR $WT $SNOW

$172M

43 positions

#24White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$KKR $COP $UNIT $SNOW $MKL

$721M

145 positions

#25Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $WT

$124M

101 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.