Hedge Funds Similar to MEMBERS WEALTH

13F Portfolio OverlapQ3 2026MEMBERS WEALTH portfolio →

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Most similar hedge funds by 13F overlap

MEMBERS WEALTH LLC is an institutional investor managing $200M across 128 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 MEMBERS WEALTH are PROSPERITY BANCSHARES, CWS Financial Advisors, SIGMA INVESTMENT COUNSELORS, with shared positions in $LAZ, $MDY, $BA, $SYK, $SO, $CRWD. The full ranking of 25 similar funds is below.

#1PROSPERITY BANCSHARES INCPassive

Some overlap · 3 shared positions

$153M

450 positions

#2CWS Financial Advisors, LLCActive

Some overlap · 3 shared positions

$454M

171 positions

#3SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 3 shared positions

$SYK $CRWD $LOW

$2.1B

218 positions

#4ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$248M

96 positions

#5Kampmann Melissa S.Active

Some overlap · 3 shared positions

$132M

44 positions

#6Trivant Custom Portfolio Group, LLCPassive

Some overlap · 3 shared positions

$SYK $CRWD $LOW

$188M

82 positions

#7TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 3 shared positions

$226M

113 positions

#8Harbour Trust & Investment Management CoActive

Some overlap · 3 shared positions

$1.0B

160 positions

#9FIRST MERCHANTS CORPPassive

Some overlap · 3 shared positions

$3.0B

361 positions

#10PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$209M

54 positions

#11First Financial Bank - Trust DivisionActive

Some overlap · 3 shared positions

$1.4B

205 positions

#12FCA CORP /TXPassive

Some overlap · 3 shared positions

$406M

203 positions

#13Stone Summit Wealth LLCPassive

Some overlap · 3 shared positions

$370M

137 positions

#14Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$SO $CRWD $LOW $BA

$251M

74 positions

#15Bank of New HampshirePassive

Slight overlap · 3 shared positions

$463M

527 positions

#16Meridian Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$CRWD $MDY $SO $SYK

$214M

154 positions

#17Pegasus Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$351M

75 positions

#18CAPITAL ADVISORS INC/OKActive

Slight overlap · 3 shared positions

$6.8B

374 positions

#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Slight overlap · 3 shared positions

$155M

88 positions

#20Longview Financial Advisors LLCActive

Slight overlap · 4 shared positions

$CRWD $MDY $RBA $SYK

$202M

150 positions

#21Harold Davidson & Associates Inc.Active

Slight overlap · 3 shared positions

$SYK $CRWD $LOW

$231M

59 positions

#22LYNCH & ASSOCIATES/INPassive

Slight overlap · 3 shared positions

$699M

128 positions

#23Baltimore-Washington Financial Advisors, Inc.Passive

Slight overlap · 4 shared positions

$SO $CRWD $SYK $MDY

$2.7B

206 positions

#24Mystic Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$451M

214 positions

#25Coordinated Financial Services, Inc.

Slight overlap · 3 shared positions

$174M

176 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.