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Hedge Funds Similar to Michels Family Financial,

13F Portfolio OverlapQ1 2026Michels Family Financial, portfolio →
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Most similar hedge funds by 13F overlap

Michels Family Financial, LLC is an institutional investor managing $139M across 139 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 Michels Family Financial, are AFFINITY INVESTMENT ADVISORS,, Inlight Wealth ,, HF Advisory Group,, with shared positions in $TPR, $MO, $F, $CVS, $VZ, $SPG. The full ranking of 25 similar funds is below.

#1AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$TPR$MO$F$CVS$VZ$SPG
$160M
137 positions
#2Inlight Wealth Management, LLCActive
Some overlap · 6 shared positions
$WT$UNIT$VOD$CVS$VZ$WBD
$270M
50 positions
#3HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$WT$VOD$MO$BTI$VZ
$293M
166 positions
#4RoundAngle Advisors LLCPassive
Some overlap · 6 shared positions
$UNIT$MO$AGQ$VZ$WT$PH
$134M
60 positions
#5CERTUITY, LLCPassive
Some overlap · 4 shared positions
$WT$C$F$VZ
$1.5B
659 positions
#6OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$RELX$UNIT$C
$102M
56 positions
#7Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$C$RELX$VZ$SPG$PSA
$1.3B
170 positions
#8MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 3 shared positions
$RELX$WT$UNIT
$136M
442 positions
#9SHARPEPOINT LLCPassive
Some overlap · 4 shared positions
$WT$MO$EIX$DHR
$168M
86 positions
#10Provident Living Financial Services, Inc.Active
Some overlap · 5 shared positions
$C$UNIT$VZ$CVS$VOD
$91M
48 positions
#11Legacy Wealth Managment, LLC/IDPassive
Some overlap · 3 shared positions
$RELX$WT$AGQ
$201M
1,043 positions
#121834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$MO$EIX$CVS$VZ$F
$801M
206 positions
#13RHS Financial, LLCPassive
Some overlap · 3 shared positions
$RELX$WT$UNIT
$211M
146 positions
#14Del-Sette Capital Management, LLCActive
Some overlap · 4 shared positions
$WT$F$EIX$SPG
$167M
44 positions
#15MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$RELX$UNIT$MO
$114M
77 positions
#16Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$RELX$WT$UNIT
$152M
193 positions
#17Range Financial Group LLCPassive
Some overlap · 4 shared positions
$TPR$MO$BTI$VZ
$298M
190 positions
#18HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 3 shared positions
$RELX$TPR$WBD
$104M
80 positions
#19Stirlingshire Investments, Inc.Passive
Some overlap · 5 shared positions
$UNIT$MO$DHR$VZ$AGQ
$114M
196 positions
#20Inlet Private Wealth, LLCPassive
Some overlap · 4 shared positions
$C$MO$BTI$CVS
$392M
128 positions
#21WealthCare Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MO$F$WT$UNIT$VZ
$360M
191 positions
#22Thrive Capital Management, LLCPassive
Some overlap · 4 shared positions
$UNIT$MO$VZ$DHR
$456M
169 positions
#23Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$C$MO$BTI$VZ
$503M
87 positions
#24Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$C$MO$BTI$VZ
$891M
88 positions
#25AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$WT$UNIT$MO
$206M
97 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.