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Hedge Funds Similar to Mainstream

13F Portfolio OverlapQ2 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 Q2 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, AMI ASSET, AGP FRANKLIN, with shared positions in $CRWD, $GLW, $TJX, $ETN, $UBER, $SCHW. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 5 shared positions
$CRWD$GLW$TJX$ETN$UBER
$115M
89 positions
#2AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$GLW$CRWD$SCHW$TJX
$1.7B
99 positions
#3AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$GLW$CRWD$TJX$ORLY
$231M
93 positions
#4VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$GLW$CRWD$IBKR
$315M
33 positions
#5AMJ Financial Wealth ManagementActive
Some overlap · 4 shared positions
$GLW$TJX$ETN$ORLY
$424M
86 positions
#6Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$TJX$SCHW$ETN$DOV
$218M
184 positions
#7Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GLW$SCHW$CRWD$CAVA$TJX$UBER
$419M
140 positions
#8Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$GLW$TJX$SCHW$CEG
$204M
67 positions
#9Juno Financial Group LLCActive
Some overlap · 6 shared positions
$CRWD$SCHW$GLW$CAVA$UBER$ETN
$282M
73 positions
#10PeakShares LLCActive
Some overlap · 4 shared positions
$GLW$CRWD$TJX$UBER
$134.4B
122 positions
#11Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$GLW$ETN$SCHW$UBER$CRWD
$1.1B
120 positions
#12Triton Financial Group IncPassive
Some overlap · 3 shared positions
$GLW$CRWD$DOV
$174M
99 positions
#13Emergent Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$CRWD$TJX$UBER
$192M
122 positions
#14Blom & Howell Financial Planning, Inc.Active
Some overlap · 4 shared positions
$GLW$TJX$DOV$ORLY
$120M
67 positions
#15HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GLW$CRWD$CEG
$183M
65 positions
#16Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$ETN$TJX$GLW$UBER
$776M
493 positions
#17Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$CRWD$ETN
$560M
132 positions
#18FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$GLW$TJX$SCHW
$118M
56 positions
#19Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$GLW$TJX$DOV$ETN
$345M
576 positions
#20Fullerton Fund Management Co Ltd.Active
Some overlap · 4 shared positions
$GLW$IBKR$ETN$SCHW
$1.6B
119 positions
#21Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 4 shared positions
$GLW$SCHW$ETN$CRWD
$215M
95 positions
#22MOTCOPassive
Some overlap · 4 shared positions
$GLW$TJX$ETN$SCHW
$1.2B
840 positions
#23HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$GLW$SCHW$TJX$CEG
$217M
352 positions
#24TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$GLW$TJX$ORLY
$1.3B
226 positions
#25Directional Asset ManagementPassive
Some overlap · 4 shared positions
$CRWD$GLW$SCHW$UBER
$118M
94 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.