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Hedge Funds Similar to MLP3,

13F Portfolio OverlapQ1 2026MLP3, portfolio →
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Most similar hedge funds by 13F overlap

MLP3, LLC is an institutional investor managing $91M across 86 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 MLP3, are KOM Wealth Group,, Glen Eagle Advisors,, MOULTON WEALTH ,, with shared positions in $AGQ, $MS, $ITW, $KKR, $KO, $WT. The full ranking of 25 similar funds is below.

#1KOM Wealth Management Group, LLCActive
Some overlap · 5 shared positions
$AGQ$MS$ITW$KKR$KO
$147M
89 positions
#2Glen Eagle Advisors, LLCPassive
Some overlap · 5 shared positions
$AGQ$MS$WT$KKR$MDY
$714M
1,021 positions
#3MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 4 shared positions
$AGQ$WT$SLV$MKL
$147M
52 positions
#4Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$AGQ$KO$AFL$ITW$PM$PANW
$106M
93 positions
#5Main Street Group, LTDActive
Some overlap · 5 shared positions
$AGQ$MKL$SNOW$COF$PM
$340M
865 positions
#6IAM Advisory, LLCActive
Some overlap · 5 shared positions
$AGQ$WT$PNC$GEV$PANW
$446M
95 positions
#7Delta Global Management LPPassive
Some overlap · 6 shared positions
$COF$C$PNC$KKR$SNOW$PANW
$1.2B
154 positions
#8Runnymede Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$AGQ$KKR$MDY$WT$PANW
$116M
75 positions
#9Stack Financial Management, IncActive
Some overlap · 3 shared positions
$AGQ$AEP$KO
$1.4B
52 positions
#10MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$AGQ$SOFI$GE
$121M
61 positions
#11Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$KKR$ITW$SLV$AFL
$130M
96 positions
#12MWA Asset ManagementPassive
Some overlap · 6 shared positions
$AGQ$MS$C$WT$SNOW$GE
$182M
154 positions
#13Generation Capital Management LLCActive
Some overlap · 4 shared positions
$AGQ$C$COF$PM
$137M
74 positions
#14REDMONT WEALTH ADVISORS LLC
Some overlap · 3 shared positions
$AGQ$KKR$WT
$66M
307 positions
#15Chung Wu Investment Group, LLCPassive
Some overlap · 5 shared positions
$DIA$MS$AGQ$GE$GEV
$116M
259 positions
#16Kaydan Wealth Management, Inc.Active
Some overlap · 6 shared positions
$AGQ$WT$MDY$DIA$KO$GE
$299M
109 positions
#17Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$AGQ$C$GE$GEV
$373M
148 positions
#18SMITH, MOORE & CO.Passive
Some overlap · 7 shared positions
$AGQ$WT$SLV$MS$SNOW$MDY
$1.4B
558 positions
#19Virtue Capital Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$MKL$GE$GEV
$657M
322 positions
#20Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$AGQ$KKR$SNOW$PNC
$209M
181 positions
#21Global View Capital Management LLCActive
Some overlap · 3 shared positions
$AGQ$WT$SLV
$377M
140 positions
#22PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$AGQ$C$SNOW
$1.1B
138 positions
#23Avant Capital LLCActive
Some overlap · 3 shared positions
$AGQ$WT$MS
$142M
76 positions
#24Fingerlakes Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DIA$MS$KKR$NU
$151M
97 positions
#25REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$GE
$697M
218 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.