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Hedge Funds Similar to Maridea Wealth

13F Portfolio OverlapQ1 2026Maridea Wealth portfolio →
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Most similar hedge funds by 13F overlap

Maridea Wealth Management LLC is an institutional investor managing $688M across 454 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 Maridea Wealth are Mason & Associates, Bowman & S.C., Anfield ,, with shared positions in $BAR, $WT, $JHG, $AMD, $SHW, $AMN. The full ranking of 25 similar funds is below.

#1Mason & Associates IncActive
Some overlap · 5 shared positions
$BAR$WT$JHG$AMD$SHW
$516M
160 positions
#2Bowman & Co S.C.
Some overlap · 5 shared positions
$WT$JHG$AMN$NTRB$AMD
$237M
118 positions
#3Anfield Capital Management, LLCPassive
Some overlap · 5 shared positions
$WT$JHG$AMN$AMD$QXO
$363M
715 positions
#4IAM Advisory, LLCActive
Some overlap · 6 shared positions
$WT$AMN$AGQ$AMD$SHW$MCK
$446M
95 positions
#5Per Stirling Capital Management, LLC.Passive
Some overlap · 5 shared positions
$WT$JHG$SOLV$AGQ$AMN
$905M
310 positions
#6Ameritas Advisory Services, LLCPassive
Some overlap · 5 shared positions
$WT$JHG$NTRB$SHW$SOLV
$2.6B
1,075 positions
#7MBA Advisors LLCPassive
Some overlap · 4 shared positions
$WT$JHG$SOLV$AGQ
$260M
146 positions
#8Sanchez Wealth Management GroupActive
Some overlap · 4 shared positions
$WT$JHG$SOLV$AGQ
$462M
53 positions
#9Alpha Zero LLCActive
Some overlap · 4 shared positions
$WT$JHG$SOLV$APH
$198M
79 positions
#10Waterfront Wealth Inc.Passive
Some overlap · 4 shared positions
$WT$JHG$AMN$AGQ
$545M
283 positions
#11SILVER OAK SECURITIES, IncPassive
Some overlap · 5 shared positions
$JHG$AMN$WT$NTRB$AGQ
$1.4B
781 positions
#12Breakwater Capital GroupPassive
Some overlap · 5 shared positions
$WT$SOLV$JHG$NTRB$AGQ
$747M
373 positions
#13AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IREN$WT$AGQ$AMD
$287M
158 positions
#14KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WT$SOLV$NTRB$APH
$743M
262 positions
#15Centennial Bank/AR/Passive
Some overlap · 5 shared positions
$WT$SOLV$SHW$AGQ$LIN
$279M
323 positions
#16Clear Point Advisors Inc.Active
Some overlap · 3 shared positions
$BAR$WT$MCK
$129M
75 positions
#17M Wealth Management, LLCActive
Some overlap · 4 shared positions
$WT$JHG$AMN$AMD
$119M
55 positions
#18Andina Capital Management, LLCPassive
Some overlap · 3 shared positions
$WT$JHG$SOLV
$113M
119 positions
#19Alchemi Wealth, LLCPassive
Some overlap · 5 shared positions
$WT$CIFR$SHW$AMD$JHG
$180M
155 positions
#20Clarus Wealth AdvisorsPassive
Some overlap · 5 shared positions
$SOLV$NTRB$AGQ$AMD$SHW
$235M
88 positions
#21NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$JHG$WT$NTRB$AMD
$232M
168 positions
#22Paragon Advisors, LLCActive
Some overlap · 5 shared positions
$JHG$AMN$AGQ$SHW$APH
$371M
76 positions
#23CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WT$JHG$AMN
$309M
132 positions
#24AlphaCore Capital LLCPassive
Some overlap · 3 shared positions
$WT$JHG$AMN
$4.2B
1,202 positions
#25Great Point Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$WT$JHG$AMN
$542M
62 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.