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Hedge Funds Similar to Mainstream

13F Portfolio OverlapQ1 2026Mainstream portfolio →
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Most similar hedge funds by 13F overlap

Mainstream Capital Management LLC is an institutional investor managing $166M across 90 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 Mainstream are Bluebird Wealth, RED REEF ADVISORS, PeakShares, with shared positions in $TJX, $GLW, $CRWD, $ETN, $BABA, $SCHW. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$GLW$CRWD$ETN$BABA
$98M
77 positions
#2RED REEF ADVISORS LLCPassive
Some overlap · 6 shared positions
$SCHW$CRWD$PANW$ETN$GEV$DOV
$96M
179 positions
#3PeakShares LLCPassive
Some overlap · 6 shared positions
$MAR$GLW$TJX$PANW$CRWD$CEG
$109M
116 positions
#4Stony Point Capital LLCActive
Some overlap · 5 shared positions
$TJX$TOST$IBKR$PANW$ORLY
$1.2B
32 positions
#5MOTCOPassive
Some overlap · 5 shared positions
$TJX$SCHW$GLW$PANW$ETN
$1.1B
598 positions
#6HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$GLW$TJX$SCHW$GEV$CEG
$182M
329 positions
#7BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$GLW$SCHW$PANW$ETN$GEV
$4.1B
151 positions
#8CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$SCHW$PANW$GEV$ETN
$583M
113 positions
#9PARK NATIONAL CORP /OH/Passive
Some overlap · 5 shared positions
$TJX$MAR$PANW$GEV$SCHW
$3.3B
381 positions
#10Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CAVA$PANW$GEV$TJX$CRWD$GLW
$362M
133 positions
#11Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$TJX$GLW$SCHW$PANW
$192M
70 positions
#12TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$TJX$GLW$SCHW$ORLY
$1.2B
215 positions
#13OMC Financial Services LTDActive
Some overlap · 5 shared positions
$MAR$CRWD$GLW$PANW$GEV
$258M
64 positions
#14Sun Financial IncPassive
Some overlap · 5 shared positions
$CRWD$TJX$PANW$ETN$GEV
$200M
159 positions
#15AMJ Financial Wealth ManagementPassive
Some overlap · 4 shared positions
$TJX$GLW$ETN$ORLY
$424M
86 positions
#16Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$SCHW$ETN$DOV$CRWD
$195M
174 positions
#17Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$TJX$SCHW$MAR$CRWD
$252M
96 positions
#18KWMG, LLCActive
Some overlap · 4 shared positions
$GLW$SCHW$MAR$TJX
$1.2B
147 positions
#19Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$TJX$GLW$DOV$ETN
$296M
553 positions
#20HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$GLW$MAR$GEV$ETN$PANW$CEG
$909M
112 positions
#21Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$TJX$ETN$ORLY$PANW$CRWD
$1.4B
170 positions
#22Hershey Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$GLW$SCHW$MAR$GEV
$116M
80 positions
#23Covea FinanceActive
Some overlap · 5 shared positions
$TJX$PANW$MAR$GEV$CEG
$2.9B
146 positions
#24Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLW$TJX$CRWD$GEV
$75M
65 positions
#25Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$TJX$IBKR$GEV$ORLY$PANW
$552M
93 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.