What hedge funds are most similar to M3 Wealth Management, LLC?

The funds with the most similar 13F portfolios to M3 Wealth Management, LLC are Evergreen Wealth ,, Mosaic Advisors, Rithm, based on overlapping conviction holdings in the latest SEC filings.

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 M3 Wealth ,

13F Portfolio OverlapQ1 2026M3 Wealth , portfolio →

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Most similar hedge funds by 13F overlap

M3 Wealth Management, LLC is an institutional investor managing $130M across 35 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 M3 Wealth , are Evergreen Wealth ,, Mosaic Advisors, Rithm, with shared positions in $HUM, $MKL, $DIS, $LMT, $CSX, $GEV. The full ranking of 25 similar funds is below.

#1Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MKL $DIS $LMT

$194M

54 positions

#2Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $MKL $CSX

$67M

42 positions

#3Rithm Capital Corp.Active

Notable overlap · 5 shared positions

$GEV $WM $NEE $ETN $SO

$67M

38 positions

#4GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $MKL $ETN $PANW

$143M

67 positions

#5Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $MKL $NEE

$480M

160 positions

#6Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $PANW $LMT $ETN

$255M

70 positions

#7STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$HUM $NEE $DIS

$547M

180 positions

#8Hamrick Investment Counsel, llcPassive

Notable overlap · 4 shared positions

$HUM $MKL $SYK $WM

$180M

359 positions

#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $NEE $SO

$350M

95 positions

#10MOSELEY INVESTMENT MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$HUM $ETN $NEE $LMT $VLO $GEV

$314M

163 positions

#11Compton Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $MKL $LMT

$449M

85 positions

#12Bristlecone Value Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $MKL $DIS

$114M

68 positions

#13Paradiem, LLCPassive

Notable overlap · 4 shared positions

$VLO $LMT $SYK $NEE

$454M

70 positions

#14Goepper Burkhardt LLCActive

Notable overlap · 5 shared positions

$HUM $O $PH $SYK $NEE

$299M

97 positions

#15TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$GEV $SYK $ETN $HUM $WM

$200M

110 positions

#16WEST PACES ADVISORS INC.Active

Notable overlap · 4 shared positions

$HUM $SO $CSX $NEE

$516M

197 positions

#17Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$SO $CSX $NEE $WM $ETN $LMT

$215M

125 positions

#18SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $SO $GEV $MKL

$272M

554 positions

#19FORMULATE FINANCIAL LLCActive

Notable overlap · 3 shared positions

$HUM $ETN $NEE

$81M

26 positions

#20Fullerton Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $MKL $GEV

$97M

53 positions

#21Trust Point Inc.Active

Notable overlap · 4 shared positions

$HUM $MKL $TGT $NEE

$1.2B

521 positions

#22Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$HUM $MKL $GEV $WM

$227M

74 positions

#23Westchester Capital Management, Inc.Active

Notable overlap · 4 shared positions

$VLO $WM $LMT $DIS

$497M

45 positions

#24PETERSON WEALTH MANAGEMENTActive

Notable overlap · 8 shared positions

$HUM $NEE $PANW $GEV $PH $LMT

$172M

166 positions

#25Mendel Capital Management LLCPassive

Notable overlap · 4 shared positions

$HUM $LMT $SYK $PH

$199M

97 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.