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Hedge Funds Similar to MINDSET WEALTH ,

13F Portfolio OverlapQ1 2026MINDSET WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

MINDSET WEALTH MANAGEMENT, LLC is an institutional investor managing $372M across 176 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 MINDSET WEALTH , are Aull & Monroe Investment, BENEDICT FINANCIAL ADVISORS, MORGAN DEMPSEY, with shared positions in $CME, $GLW, $STX, $CMI, $LMT, $AXP. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CME$GLW$STX$CMI$LMT
$215M
125 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$CME$GLW$AXP$PM$LMT
$480M
133 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CME$OKE$PM$CMI$LMT
$220M
148 positions
#4Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$CME$AXP$OKE
$828M
282 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$CME$STX$CMI$LMT
$1.2B
69 positions
#6McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$CME$AMD$PLTR$CMI$ROK$LMT
$885M
121 positions
#7Shelter Mutual Insurance CoPassive
Some overlap · 3 shared positions
$CME$AXP$HAS
$450M
58 positions
#8Mirabaud Asset Management LtdPassive
Some overlap · 3 shared positions
$CME$AXP$CMI
$121M
32 positions
#9ELEMENT CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$CME$TMUS$MU$LMT
$1.1B
49 positions
#10Totem Point Management, LLCActive
Some overlap · 3 shared positions
$CME$AMD$MU
$78M
17 positions
#11Iron Financial, LLCPassive
Some overlap · 3 shared positions
$CME$OKE$PM
$229M
145 positions
#12SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CME$TFC$HAS
$728M
79 positions
#13Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$CME$OKE$LMT
$449M
56 positions
#14Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$CME$TMUS$PM
$231M
63 positions
#15Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$CME$PM$CMI
$4.1B
30 positions
#16Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$CME$PM$LMT
$374M
40 positions
#17CAPITAL COUNSEL LLC/NYSmart money
Some overlap · 3 shared positions
$CME$AMD$GLW
$2.4B
62 positions
#18XXI WEALTH, LLCPassive
Some overlap · 3 shared positions
$CME$OKE$MU
$177M
209 positions
#19GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$CME$GLW$TFC
$1.1B
389 positions
#20AEGON ASSET MANAGEMENT UK PLCActive
Slight overlap · 5 shared positions
$CME$PLTR$MU$KLAC$CMI
$7.5B
162 positions
#21UNITED BANKActive
Slight overlap · 5 shared positions
$CME$GLW$KLAC$CMI$LMT
$781M
121 positions
#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Slight overlap · 5 shared positions
$YUM$AXP$AMD$TMUS$KLAC
$180M
58 positions
#23Koa Wealth Management, LLCActive
Slight overlap · 3 shared positions
$CME$PM$B
$138M
56 positions
#24St. Johns Investment Management Company, LLCActive
Slight overlap · 5 shared positions
$GLW$AXP$AMD$TFC$CMI
$238M
193 positions
#25Applied Capital LLC/FLActive
Slight overlap · 4 shared positions
$CME$AXP$TFC$PM
$212M
92 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.