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Hedge Funds Similar to MSH Advisors

13F Portfolio OverlapQ1 2026MSH Advisors portfolio →
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Most similar hedge funds by 13F overlap

MSH Capital Advisors LLC is an institutional investor managing $472M across 273 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 MSH Advisors are O'ROURKE & COMPANY,, Finward Bancorp, Forza Wealth ,, with shared positions in $KKR, $AGQ, $UNIT, $KO, $BRZE, $VZ. The full ranking of 25 similar funds is below.

#1O'ROURKE & COMPANY, IncPassive
Some overlap · 8 shared positions
$KKR$AGQ$UNIT$KO$BRZE$VZ
$253M
171 positions
#2Finward BancorpPassive
Some overlap · 5 shared positions
$AGQ$KKR$KO$HUM$VZ
$125M
104 positions
#3Forza Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KKR$UNIT$VZ$HUM$STX$AMT
$287M
188 positions
#4Creekside PartnersPassive
Some overlap · 5 shared positions
$SE$KKR$BRZE$UNIT$HUM
$243M
183 positions
#5Raab & Moskowitz Asset Management LLCPassive
Some overlap · 6 shared positions
$KKR$BRZE$HUM$VZ$STX$KO
$450M
187 positions
#6Focus Financial Network, Inc.Passive
Some overlap · 4 shared positions
$KKR$AGQ$BRZE$HUM
$2.8B
729 positions
#7Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$AGQ$UNIT$HUM
$116M
80 positions
#8Juno Financial Group LLCActive
Some overlap · 4 shared positions
$KKR$SE$BRZE$HUM
$255M
70 positions
#9Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$KKR$BRZE$UNIT$HUM$STX
$117M
74 positions
#10Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$KKR$AGQ$VZ$HUM
$209M
181 positions
#11Coordinated Financial Services, Inc.Passive
Some overlap · 4 shared positions
$KKR$SE$BRZE$UNIT
$174M
176 positions
#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 5 shared positions
$KKR$BRZE$UNIT$HUM$SE
$111M
63 positions
#13WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KO$KKR$UNIT$VZ$HUM
$156M
139 positions
#14Pitti Group Wealth Management, LLCActive
Some overlap · 6 shared positions
$AGQ$BRZE$HUM$VZ$PAYX$SHW
$123M
81 positions
#15M.E. ALLISON & CO., INC.Passive
Some overlap · 4 shared positions
$KKR$KO$VZ$HUM
$151M
193 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$KKR$SE$UNIT$O$HUM
$337M
117 positions
#17Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$KKR$BRZE$SHW$HUM
$559M
127 positions
#18Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$KKR$SE$HUM$KO
$90M
65 positions
#19Safe Harbor Fiduciary, LLCPassive
Some overlap · 6 shared positions
$AGQ$BRZE$AWK$STX$KO$VZ
$105M
56 positions
#20LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KKR$BRZE$HUM$SHW$UNIT
$595M
360 positions
#21Arlington Trust Co LLCActive
Some overlap · 5 shared positions
$KKR$AGQ$HUM$BRZE$SE
$1.1B
844 positions
#22Essex Financial Services, Inc.Passive
Some overlap · 4 shared positions
$KKR$AGQ$HUM$KO
$1.8B
794 positions
#23Stokes Family Office, LLCPassive
Some overlap · 4 shared positions
$KKR$SE$HUM$UNIT
$969M
276 positions
#24Mascagni Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$SHW$UNIT$HUM
$140M
127 positions
#25Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$KO$O$VZ$CME$PAYX
$91M
66 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.