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Hedge Funds Similar to MFG WEALTH

13F Portfolio OverlapQ3 2026MFG WEALTH portfolio →
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Most similar hedge funds by 13F overlap

MFG WEALTH MANAGEMENT, INC. is an institutional investor managing $138M across 62 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 MFG WEALTH are Palouse, Econ Financial Services, DB Fitzpatrick, with shared positions in $UPS, $DELL, $T, $BA, $KEY, $CARR. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$UPS$DELL$T$BA$KEY
$160M
124 positions
#2Econ Financial Services CorpPassive
Notable overlap · 4 shared positions
$UPS$BA$CARR$F
$239M
85 positions
#3DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$BA$SBUX$PWR$WM$CMI
$121M
100 positions
#4OLD SECOND NATIONAL BANK OF AURORAPassive
Notable overlap · 6 shared positions
$GLW$CMI$VLO$FITB$SOFI$UPS
$501M
276 positions
#5CapWealth Advisors, LLCActive
Notable overlap · 4 shared positions
$GLW$UPS$T$PLTR
$1.3B
122 positions
#6Pegasus Asset Management, Inc.Passive
Notable overlap · 5 shared positions
$CARR$PWR$SBUX$BA$SOFI
$351M
75 positions
#7Landmark Wealth Management, LLCActive
Notable overlap · 5 shared positions
$GLW$F$CARR$BA$T
$418M
151 positions
#8EQUITY INVESTMENT CORPActive
Notable overlap · 4 shared positions
$UPS$T$DOC$NNN
$5.2B
76 positions
#9Firsthand Capital Management, Inc.Active
Notable overlap · 4 shared positions
$GLW$SOFI$PWR$PLTR
$63M
54 positions
#10Geneva Partners, LLCPassive
Notable overlap · 4 shared positions
$GLW$DELL$VLO$PWR
$334M
81 positions
#11Gould Capital, LLCPassive
Notable overlap · 4 shared positions
$SBUX$RKT$DELL$PWR
$179M
217 positions
#12SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 4 shared positions
$BA$UPS$QXO$CSX
$3.2B
40 positions
#13Xcel Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$BA$GLW$F$SOFI
$404M
140 positions
#14Aull & Monroe Investment Management CorpPassive
Notable overlap · 5 shared positions
$GLW$CMI$CSX$WM$T
$231M
125 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$UPS$T$SBUX$CMI
$233M
122 positions
#16Garner Asset Management CorpPassive
Notable overlap · 4 shared positions
$GLW$DELL$T$WM
$308M
169 positions
#17Cornerstone Select Advisors, LLCPassive
Notable overlap · 5 shared positions
$DELL$VLO$PLTR$GLW$T
$238M
149 positions
#18Objectivity Squared, LLCActive
Notable overlap · 4 shared positions
$DELL$BA$PWR$T
$178M
56 positions
#19Peregrine Asset Advisers, Inc.Passive
Notable overlap · 5 shared positions
$BA$PWR$STLD$CMI$RKT
$461M
218 positions
#20Titan Investment Management LLCActive
Some overlap · 4 shared positions
$DELL$FITB$PWR$PLTR
$137M
40 positions
#21CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLW$BA$UPS
$1.9B
79 positions
#22RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$DELL$SBUX$PLTR$SOFI
$141M
124 positions
#23HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$GLW$DELL$PLTR$PWR
$217M
352 positions
#24Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$DELL$VLO$CMI$T
$1.4B
101 positions
#25Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$DELL$QXO
$399M
113 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.