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 McHugh Group,

13F Portfolio OverlapQ1 2026McHugh Group, portfolio →

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Most similar hedge funds by 13F overlap

McHugh Group, LLC is an institutional investor managing $196M across 86 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 McHugh Group, are S-Bank Fund Ltd, GREAT LAKES ADVISORS,, Marble Harbor Investment Counsel,, with shared positions in $MCD, $WFC, $MU, $PH, $LIN, $BAC. The full ranking of 25 similar funds is below.

#1S-Bank Fund Management LtdActive

Some overlap · 7 shared positions

$MCD $WFC $MU $PH $LIN $BAC

$671M

178 positions

#2GREAT LAKES ADVISORS, LLCPassive

Some overlap · 5 shared positions

$MU $WFC $PH $LIN $BAC

$12.1B

792 positions

#3Marble Harbor Investment Counsel, LLCActive

Some overlap · 4 shared positions

$WFC $PGR $PH $MCD

$923M

192 positions

#4BANK OF STOCKTONActive

Some overlap · 4 shared positions

$MU $WFC $PH $PGR

$323M

133 positions

#5Shepherd Street Advisors LLCPassive

Some overlap · 5 shared positions

$WFC $PH $MCD $LIN $BA

$101M

86 positions

#6PeakShares LLCPassive

Some overlap · 4 shared positions

$MU $MCD $PGR $CEG

$109M

116 positions

#7VOYA INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$WFC $MU $PH $NEE $BA $COHR

$96.1B

2,348 positions

#8AMF Tjanstepension ABActive

Some overlap · 6 shared positions

$PH $PGR $MCD $LIN $BAC $NEE

$15.1B

117 positions

#9Smart Portfolios, LLCPassive

Some overlap · 4 shared positions

$YMM $MCD $MU $BA

$100M

99 positions

#10SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WFC $MU $PH $CEG

$229M

137 positions

#11GROUP ONE TRADING, L.P.Passive

Some overlap · 5 shared positions

$YMM $MU $AGQ $NEE $COHR

$52.2B

7,822 positions

#12UMB Bank, n.a.Passive

Some overlap · 6 shared positions

$PGR $MCD $PH $LIN $BAC $NEE

$7.2B

2,284 positions

#13Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $WFC $BAC $NEE $BA

$210M

79 positions

#14Hosking Partners LLPActive

Some overlap · 4 shared positions

$MU $WFC $OXY $BAC

$2.8B

99 positions

#15Eaton Financial Holdings Company, LLCPassive

Some overlap · 4 shared positions

$YMM $MU $WFC $BAC

$305M

125 positions

#16Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MCD $WFC $OXY $BA

$308M

68 positions

#17UniSuper Management Pty LtdActive

Some overlap · 5 shared positions

$MCD $WFC $MU $BAC $NEE

$15.3B

664 positions

#18Somerset Trust CoPassive

Some overlap · 5 shared positions

$MCD $MU $LIN $NEE $CEG

$326M

174 positions

#19Henson-Edgewater Management, LLCPassive

Some overlap · 5 shared positions

$MU $PGR $BAC $MCD $BA

$157M

66 positions

#20HUTCHINSON CAPITAL MANAGEMENT/CAPassive

Some overlap · 5 shared positions

$WFC $PGR $BAC $NEE $BA

$544M

97 positions

#21AVISO WEALTH MANAGEMENTPassive

Some overlap · 5 shared positions

$MU $WFC $BAC $NEE $BA

$222M

140 positions

#22Evansbrook LLCActive

Some overlap · 5 shared positions

$PH $WFC $MCD $BAC $NEE

$150M

117 positions

#23Baird Financial Group, Inc.Passive

Some overlap · 4 shared positions

$PGR $PH $WFC $BAC

$64.0B

1,826 positions

#24Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$MCD $PH $LIN $BAC $NEE

$568M

460 positions

#25BANQUE PICTET & CIE SAActive

Slight overlap · 4 shared positions

$MCD $WFC $MU $LIN

$14.2B

385 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.