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Hedge Funds Similar to McGrath & Associates,

13F Portfolio OverlapQ1 2026McGrath & Associates, portfolio →
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Most similar hedge funds by 13F overlap

McGrath & Associates, Inc. is an institutional investor managing $77M across 32 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 McGrath & Associates, are SKY-MOUNTAIN ,, RESOLUTE ,, Serenus Wealth Advisors,, with shared positions in $WT, $NKE, $BRZE, $DUK, $PM, $LOW. The full ranking of 25 similar funds is below.

#1SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Highly similar · 3 shared positions
$WT$NKE$BRZE
$139M
37 positions
#2RESOLUTE CAPITAL, LLCActive
Substantial overlap · 3 shared positions
$WT$BRZE$DUK
$247M
57 positions
#3Serenus Wealth Advisors, LLCSmart money
Substantial overlap · 3 shared positions
$WT$BRZE$PM
$501M
68 positions
#4Halbert, Hargrove/Russell LLCSmart money
Substantial overlap · 3 shared positions
$WT$LOW$BRZE
$2.1B
372 positions
#5MB, LEVIS & ASSOCIATES, LLCPassive
Substantial overlap · 3 shared positions
$WT$LOW$ADP
$240M
234 positions
#6Freedom Investment Management, Inc.Active
Substantial overlap · 3 shared positions
$WT$NKE$BRZE
$337M
106 positions
#7Value Investment Professionals, LLCPassive
Substantial overlap · 3 shared positions
$WT$BRZE$PM
$89M
81 positions
#8Retirement Planning Group, LLCActive
Notable overlap · 3 shared positions
$WT$PM$DUK
$3.2B
481 positions
#9Goldenstone Wealth Management LLCActive
Notable overlap · 3 shared positions
$WT$NKE$LOW
$137M
89 positions
#10WealthPoint Financial, LLCPassive
Notable overlap · 3 shared positions
$WT$DUK$PM
$115M
117 positions
#11JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$WT$LOW$ADP
$102M
27 positions
#12Argo Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$WT$LOW$ADP
$170M
48 positions
#13Alpine Bank Wealth ManagementActive
Notable overlap · 3 shared positions
$WT$LOW$ADP
$688M
161 positions
#14Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$114M
84 positions
#15Ankerstar Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$BRZE$NKE
$95M
955 positions
#16Laurel Wealth Planning LLCActive
Notable overlap · 3 shared positions
$NKE$WT$BRZE
$190M
59 positions
#17Bristlecone Value Partners, LLCPassive
Notable overlap · 3 shared positions
$WT$LOW$NKE
$114M
68 positions
#18Ares Financial Consulting, LLCPassive
Notable overlap · 3 shared positions
$WT$BRZE$NKE
$127M
1,066 positions
#19Belleair Asset Management, LLCPassive
Notable overlap · 5 shared positions
$NKE$LOW$RY$DUK$PM
$110M
77 positions
#20Aurdan Capital Management, LLCActive
Notable overlap · 5 shared positions
$NKE$LOW$PM$ADP$BRZE
$333M
88 positions
#21Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NKE$LOW$DUK
$315M
56 positions
#22Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$BRZE$PM
$150M
134 positions
#23Ruggaard & Associates LLCPassive
Notable overlap · 3 shared positions
$WT$BRZE$RY
$252M
122 positions
#24Three Magnolias Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$DUK$LOW
$157M
103 positions
#25Kondo Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$NKE$WT$LOW
$266M
69 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.