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Hedge Funds Similar to MidAtlantic

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

MidAtlantic Capital Management, Inc. is an institutional investor managing $161M across 86 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 MidAtlantic are Newton One Investments, Wealth Nebraska, Catalyst Investment, with shared positions in $DOV, $DE, $STT, $HUBB, $BAH, $D. The full ranking of 20 similar funds is below.

#1Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$DE$STT
$397M
146 positions
#2Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$DE$HUBB
$1.1B
106 positions
#3Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$DE$BAH
$110M
73 positions
#4Gutierrez Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$DOV$DE$BAH
$173M
70 positions
#5Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$STT$DE
$166M
570 positions
#6SIMON QUICK ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$HUBB$STT
$2.5B
421 positions
#7WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$STT$DE
$1.5B
363 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$HUBB$DE$DOV
$124M
100 positions
#9XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$STT$DE
$797M
340 positions
#10Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$STT$DE
$276M
193 positions
#11SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$DOV$BAH$DE
$248M
141 positions
#12Salomon & Ludwin, LLCPassive
Some overlap · 3 shared positions
$DOV$D$STT
$1.2B
2,116 positions
#13PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$DOV$DE$STT
$1.7B
240 positions
#14HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 3 shared positions
$DOV$HUBB$STT
$732M
123 positions
#15Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$DOV$BAH$STT
$829M
163 positions
#16Capital Investment Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$DOV$BAH$D
$1.6B
1,301 positions
#17VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$DOV$STT$BAH
$29.4B
715 positions
#18CARDIFF PARK ADVISORS, LLCActive
Slight overlap · 3 shared positions
$STT$DOV$DE
$1.3B
354 positions
#19COFG Advisors, LLCPassive
Slight overlap · 3 shared positions
$BAH$STT$DE
$579M
319 positions
#20Fairway Wealth LLCActive
Slight overlap · 3 shared positions
$STT$D$DOV
$437M
239 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.