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 Midwestern Financial, /IA

13F Portfolio OverlapQ1 2026Midwestern Financial, /IA portfolio →

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Most similar hedge funds by 13F overlap

Midwestern Financial, LLC /IA is an institutional investor managing $127M across 54 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 Midwestern Financial, /IA are Compass Advisory Group, Long Island Wealth ,, STAGE HARBOR FINANCIAL,, with shared positions in $LEN, $DOV, $DDOG, $MAR, $HUM, $UNIT. The full ranking of 25 similar funds is below.

#1Compass Advisory Group LLCActive

Notable overlap · 5 shared positions

$LEN $DOV $DDOG $MAR $HUM

$374M

86 positions

#2Long Island Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$LEN $DOV $MAR $HUM $DDOG

$216M

89 positions

#3STAGE HARBOR FINANCIAL, LLCActive

Notable overlap · 4 shared positions

$LEN $DDOG $UNIT $MAR

$151M

61 positions

#4Resolute Advisors LLCActive

Notable overlap · 4 shared positions

$LEN $MAR $UNIT $DOV

$242M

90 positions

#5Financial Council, LLCActive

Notable overlap · 3 shared positions

$LEN $MAR $SBUX

$259M

101 positions

#6Merited Wealth, LLCPassive

Notable overlap · 3 shared positions

$LEN $DOV $UNIT

$121M

79 positions

#7WHI TRUST Co LLCSmart money

Notable overlap · 3 shared positions

$LEN $HUM $MAR

$133M

88 positions

#8NewCorp Financial Services, Inc.Active

Notable overlap · 3 shared positions

$LEN $DDOG $HUM

$115M

50 positions

#9LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$DOV $HUM $LEN $DDOG $MAR $UNIT

$595M

360 positions

#10STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$UNIT $UPST $HUM $DOV

$547M

180 positions

#11Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$DOV $UNIT $UPST $HUM

$127M

57 positions

#12Sageworth Trust CoActive

Notable overlap · 4 shared positions

$LEN $DOV $UNIT $MAR

$2.3B

172 positions

#13Winthrop Advisory Group LLCActive

Notable overlap · 3 shared positions

$LEN $DDOG $HUM

$1.2B

195 positions

#14Hopwood Financial Services, Inc.Active

Notable overlap · 3 shared positions

$LEN $MAR $HUM

$148M

83 positions

#15Dentgroup LLC

Notable overlap · 4 shared positions

$LEN $HUM $UNIT $MAR

$146M

93 positions

#16ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$DDOG $UNIT $HUM $MAR

$3.5B

338 positions

#17GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$DDOG $UPST $HUM $DOV

$162M

51 positions

#18Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$UNIT $UPST $HUM $MAR

$227M

74 positions

#19Asempa Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$LEN $HUM $UNIT

$115M

115 positions

#20Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$DOV $UPST $HUM $DDOG $MAR

$269M

506 positions

#21Wealth Architects, LLCPassive

Notable overlap · 3 shared positions

$UNIT $DOV $HUM

$1.1B

244 positions

#22Dominguez Wealth Management Solutions, Inc.Active

Notable overlap · 3 shared positions

$LEN $UNIT $HUM

$165M

67 positions

#23GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 6 shared positions

$UNIT $UPST $HUM $MAR $DDOG $LEN

$128M

42 positions

#24C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$LEN $DDOG $UNIT $HUM $DOV $UPST

$214M

483 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$DDOG $UPST $HUM

$350M

95 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.