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 MINDSET WEALTH

13F Portfolio OverlapQ3 2026MINDSET WEALTH portfolio →

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Most similar hedge funds by 13F overlap

MINDSET WEALTH MANAGEMENT, LLC is an institutional investor managing $562M across 198 U.S. equity positions as of Q3 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, Rodgers Brothers, Hilltop National Bank, with shared positions in $CME, $GLW, $STX, $PEP, $CMI, $AXP. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$CME $GLW $STX $PEP $CMI

$231M

125 positions

#2Rodgers Brothers Inc.Active

Some overlap · 6 shared positions

$GLW $STX $AXP $ROK $OKE $CMI

$1.0B

247 positions

#3Hilltop National BankPassive

Some overlap · 5 shared positions

$GLW $STX $AXP $KLAC $PEP

$465M

786 positions

#4BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 4 shared positions

$CME $GLW $AXP $CRWD

$504M

136 positions

#5UNITED BANKActive

Some overlap · 5 shared positions

$GLW $CME $KLAC $PEP $CMI

$853M

130 positions

#6Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$GLW $STX $KLAC $PLTR $CRWD

$147M

69 positions

#7Retireful, LLCPassive

Some overlap · 5 shared positions

$GLW $STX $KLAC $CRWD $CMI

$116M

86 positions

#8Tower Wealth Partners, Inc.Active

Some overlap · 4 shared positions

$CME $GLW $AXP $OKE

$203M

101 positions

#9Paragon Private Wealth Management, LLCPassive

Some overlap · 4 shared positions

$GLW $STX $AXP $KLAC

$326M

192 positions

#10REXFORD CAPITAL INCPassive

Some overlap · 4 shared positions

$GLW $STX $AXP $KLAC

$163M

301 positions

#11Leisure Capital ManagementActive

Some overlap · 4 shared positions

$GLW $STX $AXP $KLAC

$320M

157 positions

#12NAPLES GLOBAL ADVISORS, LLCPassive

Some overlap · 4 shared positions

$GLW $STX $AXP $KLAC

$1.6B

466 positions

#13Cadent Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$GLW $AXP $YUM $PEP $OKE

$466M

186 positions

#14STANCE CAPITAL LLCPassive

Some overlap · 4 shared positions

$GLW $STX $AXP $PEP

$328M

340 positions

#15JACOBS & CO/CAPassive

Some overlap · 6 shared positions

$GLW $AXP $PEP $ROK $CRWD $CMI

$1.2B

132 positions

#16WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 4 shared positions

$CME $STX $PEP $CMI

$1.3B

73 positions

#17Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$GLW $STX $KLAC $PEP

$458M

171 positions

#18Deseret Mutual Benefit AdministratorsPassive

Some overlap · 4 shared positions

$GLW $STX $KLAC $PEP

$306M

518 positions

#19Veracity Capital LLCPassive

Some overlap · 4 shared positions

$GLW $STX $AXP $OKE

$372M

222 positions

#20HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Slight overlap · 5 shared positions

$GLW $AXP $KLAC $PLTR $ROK

$217M

352 positions

#21SEARLE & CO.Passive

Slight overlap · 5 shared positions

$GLW $AXP $YUM $PEP $ROK

$445M

194 positions

#22PeakShares LLCActive

Slight overlap · 5 shared positions

$GLW $AXP $KLAC $PLTR $CRWD

$134.4B

122 positions

#23Hosking Partners LLPActive

Slight overlap · 4 shared positions

$GLW $STX $AXP $MS

$2.8B

102 positions

#24Fedenia Advisers LLCActive

Slight overlap · 4 shared positions

$GLW $STX $KLAC $PLTR

$425M

121 positions

#25E Fund Management Co., Ltd.Active

Slight overlap · 4 shared positions

$GLW $STX $KLAC $PLTR

$4.5B

488 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.