What hedge funds are most similar to Macco Financial Group, Inc.?

The funds with the most similar 13F portfolios to Macco Financial Group, Inc. are SWAN, Wheelhouse Advisory Group, Sherman Wealth, 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 Macco Financial Group,

13F Portfolio OverlapQ1 2026Macco Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Macco Financial Group, Inc. is an institutional investor managing $132M across 21 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 Macco Financial Group, are SWAN, Wheelhouse Advisory Group, Sherman Wealth, with shared positions in $HUM, $KKR, $OKE, $AMN. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $OKE

$272M

554 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $AMN $KKR

$302M

51 positions

#3Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$116M

80 positions

#4FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$176M

104 positions

#5Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $OKE

$160M

106 positions

#6MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$824M

231 positions

#7Stokes Family Office, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$969M

276 positions

#8New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$866M

194 positions

#9Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$379M

174 positions

#10Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$98M

68 positions

#11Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $AMN

$745M

219 positions

#12Advisor OS, LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $AMN

$1.4B

575 positions

#13Centerpoint Advisory GroupPassive

Some overlap · 3 shared positions

$HUM $OKE $AMN

$133M

108 positions

#14Base Wealth Management LLCActive

Some overlap · 3 shared positions

$HUM $AMN $KKR

$179M

60 positions

#15Cannon Wealth Management Services, LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $AMN

$148M

85 positions

#16Orion Capital Management LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $AMN

$290M

485 positions

#17Curran Financial Partners, LLCActive

Some overlap · 3 shared positions

$HUM $OKE $KKR

$559M

127 positions

#18Bulwark Capital CorpActive

Some overlap · 3 shared positions

$HUM $OKE $KKR

$162M

100 positions

#19Martel Wealth Advisors IncSmart money

Some overlap · 3 shared positions

$HUM $KKR $OKE

$587M

73 positions

#20WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $OKE

$284M

123 positions

#21Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$HUM $OKE $KKR $AMN

$930M

373 positions

#22Bravera WealthPassive

Some overlap · 3 shared positions

$HUM $OKE $AMN

$222M

410 positions

#23CoreFirst Bank & TrustPassive

Some overlap · 3 shared positions

$HUM $KKR $AMN

$189M

290 positions

#24Destiny Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$HUM $OKE $KKR

$914M

1,148 positions

#25Approach Retirement Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $KKR $AMN

$120M

79 positions

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View Macco Financial Group,’s holdings

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.