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Hedge Funds Similar to Berman McAleer

13F Portfolio OverlapQ1 2026Berman McAleer portfolio →
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Most similar hedge funds by 13F overlap

Berman McAleer LLC is an institutional investor managing $864M across 175 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 Berman McAleer are Wealthspire Advisors,, Obermeyer Wealth Partners, Madison Park Advisors,, with shared positions in $BRZE, $AON, $DOV, $SCHW, $MSI, $JHG. The full ranking of 25 similar funds is below.

#1Wealthspire Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$AON$DOV$SCHW
$12.7B
932 positions
#2Obermeyer Wealth PartnersPassive
Some overlap · 4 shared positions
$BRZE$AON$MSI$JHG
$2.2B
299 positions
#3Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$FBTC$MDY
$127M
62 positions
#4Sunflower Bank, N.A.Active
Some overlap · 5 shared positions
$BRZE$MDY$KO$UNP$GE
$392M
155 positions
#5PROSPERITY BANCSHARES INCPassive
Some overlap · 5 shared positions
$BRZE$MDY$KO$IBM$SCHW
$125M
414 positions
#6Mustard Seed Financial, LLCPassive
Some overlap · 4 shared positions
$BRZE$FBTC$DOV$SCHW
$167M
92 positions
#7Genesis Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$BRZE$MDY$DOV$UNP$GE
$150M
64 positions
#8MontVue Capital Management, Inc.Active
Some overlap · 5 shared positions
$BRZE$MDY$DOV$GE$SCHW
$147M
67 positions
#9Intelligent Financial StrategiesSmart money
Some overlap · 6 shared positions
$BRZE$MDY$UNP$DOV$CMI$KO
$192M
62 positions
#10Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$BRZE$MDY$SCHW$KO$GE
$394M
513 positions
#11Global Trust Wealth Management LLCActive
Some overlap · 4 shared positions
$BRZE$KO$NOC$IBM
$132M
83 positions
#12Abacus Planning Group, Inc.Active
Some overlap · 4 shared positions
$BRZE$KO$UNP$DOV
$743M
264 positions
#13Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$BRZE$MDY$UNP$GE
$92M
82 positions
#14MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$MDY$IBM$SCHW
$184M
74 positions
#15Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$BRZE$MDY$IBM$SCHW
$114M
84 positions
#16Capstone Financial Advisors, Inc.Smart money
Some overlap · 5 shared positions
$BRZE$MDY$KO$IBM$DOV
$1.9B
187 positions
#17L.K. Benson & Company, P.C.Active
Some overlap · 5 shared positions
$BRZE$IBM$DOV$SCHW$KO
$302M
113 positions
#18Beacon Financial Strategies CORPActive
Some overlap · 5 shared positions
$BRZE$KO$IBM$DOV$AFL
$176M
177 positions
#19SIGNATUREFD, LLCActive
Some overlap · 3 shared positions
$BRZE$KO$JHG
$6.5B
3,465 positions
#20Ruggaard & Associates LLCPassive
Some overlap · 3 shared positions
$BRZE$AFL$JHG
$252M
122 positions
#21Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$BRZE$MDY$IBM
$118M
73 positions
#22CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$MDY$IBM
$390M
157 positions
#23Gibson Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$BRZE$KO$IBM
$149M
37 positions
#24Sageworth Trust CoActive
Some overlap · 4 shared positions
$BRZE$MDY$DOV$GE
$2.3B
172 positions
#25Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$BRZE$IBM$DOV$FBTC$GE
$1.1B
121 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.