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Hedge Funds Similar to Myriad Asset Advisors

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

Myriad Asset Management Advisors LLC is an institutional investor managing $339M across 47 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 Myriad Asset Advisors are Myriad Asset US, Heck Advisors,, Glass Wealth, with shared positions in $IAUM, $FCX, $BHP, $ASML, $MS, $ETN. The full ranking of 25 similar funds is below.

#1Myriad Asset Management US LPActive
Substantial overlap · 29 shared positions
$IAUM$FCX$BHP$ASML$MS$ETN
$67M
46 positions
#2Heck Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAUM$USB$ASML$LEN
$1.3B
202 positions
#3Glass Wealth Management Co LLCPassive
Notable overlap · 7 shared positions
$FCX$ASML$MS$BAC$ETN$LRCX
$258M
67 positions
#4SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 9 shared positions
$ASML$FCX$ETN$C$MU$LRCX
$229M
137 positions
#5Hosking Partners LLPActive
Some overlap · 7 shared positions
$FCX$MS$BAC$C$MU$WFC
$2.8B
99 positions
#6Regal Partners LtdActive
Some overlap · 9 shared positions
$FCX$BAC$TECK$WFC$AA$UNP
$1.8B
106 positions
#7RE ADVISERS CORPActive
Some overlap · 7 shared positions
$FCX$ETN$C$BAC$LRCX$DE
$3.7B
111 positions
#8Blume Capital Management, Inc.Passive
Some overlap · 7 shared positions
$FCX$C$BAC$MU$WFC$DE
$588M
337 positions
#9Fisher Asset Management, LLCActive
Some overlap · 6 shared positions
$ASML$FCX$MS$C$BAC$USB
$294.9B
1,016 positions
#10PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 7 shared positions
$ASML$MS$BAC$LRCX$BHP$C
$426M
424 positions
#11CERTUITY, LLCPassive
Some overlap · 7 shared positions
$MS$FCX$C$BAC$MU$WFC
$1.5B
659 positions
#12HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$FCX$BHP$MS$C$UNP
$480M
130 positions
#13Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$FCX$BHP$VMC$BAC$WFC
$211M
79 positions
#14ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$FCX$MS$ETN$MU$LRCX
$1.9B
182 positions
#15American Assets Investment Management, LLCActive
Some overlap · 8 shared positions
$MS$C$BAC$HSBC$WFC$USB
$1.5B
146 positions
#16Limestone Investment Advisors LPActive
Some overlap · 6 shared positions
$ASML$MS$HSBC$BAC$WFC$AMD
$1.2B
399 positions
#17Value Aligned Research Advisors, LLCActive
Some overlap · 5 shared positions
$FCX$ASML$MU$LRCX$AMD
$20.7B
107 positions
#18Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 5 shared positions
$FCX$HSBC$ETN$BAC$C
$495M
128 positions
#19Massachusetts Wealth ManagementPassive
Some overlap · 6 shared positions
$FCX$BAC$C$MU$WFC$DE
$231M
98 positions
#20MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 7 shared positions
$FCX$BAC$DE$PNC$CCJ$LEN
$293M
103 positions
#21Longaeva Partners L.P.Passive
Some overlap · 6 shared positions
$ASML$MS$BAC$C$USB$PNC
$2.7B
204 positions
#22Crake Asset Management LLPSmart money
Some overlap · 5 shared positions
$FCX$BAC$MU$C$DHI
$2.9B
20 positions
#23BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$FCX$ETN$BAC$C$UNP
$578M
108 positions
#24Quadrature Capital LtdPassive
Some overlap · 7 shared positions
$ASML$MU$MS$LRCX$IAUM$AMD
$8.4B
1,313 positions
#25SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$FCX$C$MU$LRCX$WFC$DE
$688M
180 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.