What hedge funds are most similar to Mission Hills Financial Advisory, LLC?

The funds with the most similar 13F portfolios to Mission Hills Financial Advisory, LLC are Estate Planners Group, Smith Asset, Noble Wealth PBC, based on overlapping conviction holdings in the latest SEC filings.

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 Mission Hills Financial Advisory

13F Portfolio OverlapQ2 2026Mission Hills Financial Advisory portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mission Hills Financial Advisory, LLC is an institutional investor managing $228M across 89 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 Mission Hills Financial Advisory are Estate Planners Group, Smith Asset, Noble Wealth PBC, with shared positions in $PDI, $ARCC, $UTG, $PCN, $MO, $JPC. The full ranking of 25 similar funds is below.

#1Estate Planners Group, LLCActive

Notable overlap · 5 shared positions

$PDI $ARCC $UTG $PCN $MO

$221M

70 positions

#2Smith Asset Management Co., LLCActive

Notable overlap · 8 shared positions

$PCN $PDI $JPC $UTF $UTG $PTY

$123M

73 positions

#3Noble Wealth Management PBCPassive

Notable overlap · 4 shared positions

$PDI $PCN $FSCO $PTY

$223M

786 positions

#4MATRIX PRIVATE CAPITAL GROUP LLCActive

Notable overlap · 3 shared positions

$RQI $UTF $UTG

$230M

143 positions

#5Wagner Wealth Management, LLCActive

Some overlap · 3 shared positions

$PDI $FSCO $MO

$573M

252 positions

#6PMG Family Office LLCActive

Some overlap · 3 shared positions

$BST $UTF $UTG

$108M

112 positions

#7Thomas J. Herzfeld Advisors, Inc.Active

Some overlap · 3 shared positions

$PDI $FSCO $PTY

$326M

129 positions

#8Sound Income Strategies, LLCPassive

Some overlap · 9 shared positions

$O $ARCC $VICI $CSWC $BXSL $CTRE

$2.2B

478 positions

#9Elm3 Financial Group, LLCPassive

Some overlap · 3 shared positions

$PDI $PTY $PCN

$150M

150 positions

#10Mallini Complete Financial Planning LLCSmart money

Some overlap · 3 shared positions

$PDI $ARCC $USAC

$143M

72 positions

#11C2C Wealth Management, LLCPassive

Some overlap · 4 shared positions

$UTF $PTY $ARCC $OHI

$128M

90 positions

#12Pensionfund PDNActive

Some overlap · 8 shared positions

$O $VICI $CTRE $NNN $OHI $STAG

$170M

72 positions

#13TECTONIC ADVISORS LLCPassive

Some overlap · 7 shared positions

$O $ARCC $VICI $MO $NNN $HCXY

$2.2B

277 positions

#14Cornerstone Advisory, LLCPassive

Slight overlap · 3 shared positions

$PDI $ARCC $BXSL

$1.2B

278 positions

#15Gerald Baker Financial Group LLCPassive

Slight overlap · 4 shared positions

$UTG $O $MO $NNN

$354M

123 positions

#16Pensionfund SabicActive

Slight overlap · 7 shared positions

$O $VICI $CTRE $NNN $OHI $STAG

$83M

73 positions

#17Future Financial Wealth Managment LLCPassive

Slight overlap · 4 shared positions

$UTG $BST $HCXY $IRM

$163M

128 positions

#18Samalin Investment Counsel, LLCPassive

Slight overlap · 4 shared positions

$UTG $RQI $ARCC $OHI

$319M

331 positions

#19Accel Wealth ManagementPassive

Slight overlap · 3 shared positions

$UTF $PTY $ARCC

$464M

309 positions

#20SRH ADVISORS, LLCSmart money

Slight overlap · 3 shared positions

$UTF $O $GLPI

$389M

270 positions

#21HBW Advisory Services LLCPassive

Slight overlap · 4 shared positions

$UTG $O $MO $ASML

$1.0B

440 positions

#22Miller Global Investments, LLCPassive

Slight overlap · 4 shared positions

$FSCO $O $VICI $ASML

$124M

327 positions

#23Symphony Financial Services, Inc.Active

Slight overlap · 3 shared positions

$UTF $BST $MO

$223M

105 positions

#24Wealth Advisory Solutions, LLCPassive

Slight overlap · 3 shared positions

$RQI $JPC $ASML

$484M

149 positions

#25HEITMAN REAL ESTATE SECURITIES LLCActive

Slight overlap · 5 shared positions

$O $VICI $CTRE $STAG $IRM

$1.6B

57 positions

Compare Mission Hills Financial Advisory’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Mission Hills Financial Advisory’s holdings

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.