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Hedge Funds Similar to MJT & Associates Financial Advisory Group,

13F Portfolio OverlapQ1 2026MJT & Associates Financial Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

MJT & Associates Financial Advisory Group, Inc. is an institutional investor managing $151M across 465 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 MJT & Associates Financial Advisory Group, are Elwood & Goetz Wealth Advisory Group,, WT Wealth, Bay Advisors,, with shared positions in $WT, $RELX, $SCHW, $NEE, $AXP, $USB. The full ranking of 25 similar funds is below.

#1Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 5 shared positions
$WT$RELX$SCHW$NEE$AXP
$589M
138 positions
#2WT Wealth ManagementPassive
Notable overlap · 4 shared positions
$WT$RELX$SCHW$USB
$336M
138 positions
#3Bay Capital Advisors, LLCActive
Some overlap · 3 shared positions
$RELX$WT$D
$162M
107 positions
#4RHS Financial, LLCPassive
Some overlap · 4 shared positions
$WT$RELX$UNIT$BMY
$211M
146 positions
#5Powerhouse Assets LLCActive
Some overlap · 4 shared positions
$RELX$UNIT$SCHW$MCD
$115M
55 positions
#6CPWA, LLCPassive
Some overlap · 5 shared positions
$WT$UNIT$SCHW$MCD$MU
$84M
90 positions
#7Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$WT$UNIT$SCHW$MCD$USB
$365M
111 positions
#8CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WT$RELX$NEE$USB
$309M
132 positions
#9Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$RELX$UNIT$SCHW$USB$COP
$1.2B
174 positions
#10Capital Advantage, Inc.Active
Some overlap · 4 shared positions
$RELX$UNIT$SCHW$USB
$765M
145 positions
#11MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$RELX$UNIT$MCD
$114M
77 positions
#12MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$RELX$UNIT$SO$BMY
$223M
112 positions
#13Legacy Wealth Managment, LLC/IDPassive
Some overlap · 3 shared positions
$RELX$WT$USB
$201M
1,043 positions
#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$WT$UNIT$SCHW$USB
$206M
97 positions
#15Comprehensive Money Management Services LLCPassive
Some overlap · 4 shared positions
$WT$RELX$UNIT$SCHW
$152M
193 positions
#16Alpine Bank Wealth ManagementActive
Some overlap · 5 shared positions
$WT$UNIT$MCD$SCHW$AXP
$688M
161 positions
#17NerdWallet Wealth Partners, LLCActive
Some overlap · 4 shared positions
$WT$UNIT$SCHW$RELX
$229M
59 positions
#18Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$RELX$UNIT$COP
$289M
98 positions
#19CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$WT$UNIT$NEE$USB
$149M
96 positions
#20OPTIMA CAPITAL LLCPassive
Some overlap · 3 shared positions
$WT$UNIT$MCD
$215M
159 positions
#21Alpha Zero LLCActive
Some overlap · 3 shared positions
$WT$RELX$OKE
$198M
79 positions
#22WESCAP Management Group, Inc.Active
Some overlap · 6 shared positions
$WT$SCHW$UNIT$RELX$USB$COP
$508M
107 positions
#23Sharper & Granite LLCPassive
Some overlap · 4 shared positions
$WT$UNIT$SCHW$COP
$293M
107 positions
#24JBGlobal.com LLCActive
Some overlap · 4 shared positions
$WT$UNIT$USB$COP
$102M
27 positions
#25Axis Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$WT$UNIT$MCD$USB$COP
$188M
174 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.