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 MFG WEALTH ,

13F Portfolio OverlapQ1 2026MFG WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

MFG WEALTH MANAGEMENT, INC. is an institutional investor managing $140M across 63 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 MFG WEALTH , are CLOUGH PARTNERS L P, Hedges Asset, CapWealth Advisors,, with shared positions in $BA, $UPS, $EXE, $RKT, $GE, $DELL. The full ranking of 25 similar funds is below.

#1CLOUGH CAPITAL PARTNERS L PActive

Notable overlap · 7 shared positions

$BA $UPS $EXE $RKT $GE $DELL

$1.0B

96 positions

#2Hedges Asset Management LLC

Notable overlap · 7 shared positions

$AGQ $BA $GE $INTC $DOW $IBM

$142M

108 positions

#3CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$UPS $T $IBM $GLW $PLTR $GE

$1.3B

118 positions

#4Summit Financial Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$AGQ $T $VLO $FITB $IBM $BA

$705M

193 positions

#5Next Level Private LLCPassive

Notable overlap · 7 shared positions

$BA $IBM $GE $FITB $T $DOW

$443M

175 positions

#6Deane Retirement Strategies, Inc.Passive

Notable overlap · 5 shared positions

$AGQ $INTC $VLO $DOW $GLDM

$249M

57 positions

#7Bouvel Investment Partners, LLCPassive

Notable overlap · 6 shared positions

$INTC $IBM $BA $GE $PWR $PLTR

$345M

78 positions

#8Stack Financial Management, IncActive

Notable overlap · 4 shared positions

$AGQ $T $UPS $PWR

$1.4B

52 positions

#9Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$UPS $DELL $BA $SBUX $T $KEY

$151M

135 positions

#10Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$UPS $KEY $TGT $IBM $VLO

$223M

109 positions

#11EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$UPS $TGT $T $DOC $NNN

$5.1B

71 positions

#12Royal Palms Capital LLCPassive

Notable overlap · 6 shared positions

$INTC $IBM $GLW $VLO $KMI $GE

$101M

50 positions

#13HOERTKORN RICHARD CHARLESActive

Notable overlap · 5 shared positions

$BA $INTC $F $GE $KMI

$122M

75 positions

#14GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$D $T $IBM $GLW $UPS

$1.1B

389 positions

#15Maytus Capital Management, LLCPassive

Notable overlap · 5 shared positions

$INTC $T $GLW $DELL $IBM

$562M

62 positions

#16Strategic Planning, Inc.Active

Notable overlap · 6 shared positions

$F $D $UPS $DOW $GE $BA

$199M

54 positions

#17Collar Capital Management, LLCPassive

Notable overlap · 5 shared positions

$INTC $TGT $UPS $BA $DOW

$155M

72 positions

#18Drexel Morgan & Co.Active

Notable overlap · 4 shared positions

$UPS $F $T $IBM

$682M

60 positions

#19Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 5 shared positions

$AGQ $BA $GE $F $T

$520M

30 positions

#20Disciplined Equity Management, Inc.Active

Notable overlap · 5 shared positions

$F $T $PLTR $KMI $DOW

$199M

44 positions

#21Gunderson Capital Management Inc.Passive

Notable overlap · 5 shared positions

$AGQ $PLTR $GE $DELL $PWR

$239M

46 positions

#22Newport Trust Company, LLCSmart money

Notable overlap · 4 shared positions

$F $BA $T $GE

$40.7B

64 positions

#23Genesis Financial Group, LLCPassive

Notable overlap · 3 shared positions

$AGQ $PLTR $KMI

$158M

103 positions

#24Richard C. Young & CO., LTD.Active

Notable overlap · 5 shared positions

$T $VLO $DELL $IBM $KMI

$1.2B

93 positions

#25Landmark Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AGQ $GLW $F $GE $INTC $T

$373M

148 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.