How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MB, LEVIS & ASSOCIATES,

13F Portfolio OverlapQ1 2026MB, LEVIS & ASSOCIATES, portfolio →

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Most similar hedge funds by 13F overlap

MB, LEVIS & ASSOCIATES, LLC is an institutional investor managing $240M across 234 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 MB, LEVIS & ASSOCIATES, are Glassman Wealth Services, McGrath & Associates,, Envision Financial, with shared positions in $MKL, $WT, $DDOG, $UNIT, $MAR, $LOW. The full ranking of 25 similar funds is below.

#1Glassman Wealth ServicesSmart money

Substantial overlap · 5 shared positions

$MKL $WT $DDOG $UNIT $MAR

$736M

187 positions

#2McGrath & Associates, Inc.Active

Substantial overlap · 3 shared positions

$WT $LOW $ADP

$68M

41 positions

#3Envision Financial LLCActive

Substantial overlap · 3 shared positions

$WT $DDOG $UNIT

$186M

46 positions

#4Stonebridge Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$WT $ABT $MAR

$104M

36 positions

#5COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $CEF $COP

$157M

92 positions

#6SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Substantial overlap · 3 shared positions

$WT $UNIT $NSC

$139M

37 positions

#7Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $COP $MAR

$126M

67 positions

#8Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $COP $IBM

$220M

273 positions

#9Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $IBM $UNIT

$501M

68 positions

#10IAM Advisory, LLCActive

Substantial overlap · 5 shared positions

$WT $AMGN $NVS $PNC $LMT

$446M

95 positions

#11Kane Co Wealth Management, Inc.Active

Substantial overlap · 4 shared positions

$WT $DDOG $NSC $NEE

$119M

51 positions

#12Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $WT $IBM

$172M

25 positions

#13Prestige Wealth Management Group LLCPassive

Substantial overlap · 3 shared positions

$WT $DDOG $PLD

$509M

1,123 positions

#14Berkeley, IncActive

Substantial overlap · 5 shared positions

$WT $MKL $LOW $UNIT $CTVA

$298M

81 positions

#15Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $MKL $LOW $COP

$213M

153 positions

#16Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $IBM $AMGN

$122M

348 positions

#17Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $PNC $LOW

$115M

51 positions

#18BIP Wealth, LLCActive

Substantial overlap · 5 shared positions

$WT $MKL $UNIT $COP $AMGN

$2.5B

453 positions

#19Spinnaker Investment Group, LLCActive

Substantial overlap · 3 shared positions

$WT $AMGN $UNIT

$491M

147 positions

#20AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Substantial overlap · 4 shared positions

$WT $DDOG $UNIT $MKL

$206M

97 positions

#21626 Financial, LLCActive

Substantial overlap · 3 shared positions

$WT $CTVA $EMR

$224M

121 positions

#22Leibman Financial Services, Inc.Passive

Substantial overlap · 4 shared positions

$WT $LOW $AMGN $PLD

$136M

49 positions

#23tru Independence LLCPassive

Substantial overlap · 3 shared positions

$WT $LMT $MAR

$202M

102 positions

#24Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $DDOG $UNIT $WT

$255M

49 positions

#25Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $LMT $MAR

$3.2B

481 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.