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Hedge Funds Similar to Mueller Wealth,

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

Mueller Wealth, LLC is an institutional investor managing $125M across 17 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 Mueller Wealth, are First Heartland Consultants,, Align Financial,, Smith Asset ,, with shared positions in $WT, $EPAM, $DNP, $BTZ, $JPC. The full ranking of 3 similar funds is below.

#1First Heartland Consultants, Inc.Passive
Slight overlap · 3 shared positions
$WT$EPAM$DNP
$1.3B
523 positions
#2Align Financial, LLCActive
Slight overlap · 3 shared positions
$WT$EPAM$DNP
$176M
373 positions
#3Smith Asset Management Co., LLCPassive
Slight overlap · 3 shared positions
$DNP$BTZ$JPC
$117M
71 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.