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 Madson Wealth Advisors

13F Portfolio OverlapQ1 2026Madson Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Madson Wealth Advisors Inc is an institutional investor managing $120M across 84 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 Madson Wealth Advisors are Ballast Financial Advisors, Juno Financial Group, Intellus Advisors, with shared positions in $HUM, $SOLV, $DHR, $MS, $IAU, $SE. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$HUM $SOLV $DHR $MS $IAU

$98M

68 positions

#2Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $SE $DHR $CMI

$255M

70 positions

#3Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $SOLV $MS $IAU

$732M

125 positions

#4Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $IAU

$945M

412 positions

#5Coign Capital Advisors LLCActive

Notable overlap · 3 shared positions

$MS $SE $HON

$190M

80 positions

#6Hughes Financial Services, LLCActive

Notable overlap · 4 shared positions

$SOLV $MS $HUM $KO

$651M

1,720 positions

#7Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $HUM $MDLZ $DHR

$156M

44 positions

#8Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $DHR

$251M

83 positions

#9Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$SOLV $HUM $MDLZ

$436M

125 positions

#10Aznar Financial Advisors, LLC

Notable overlap · 4 shared positions

$HUM $SE $DHR $IAU

$104M

31 positions

#11DDFG, IncActive

Notable overlap · 3 shared positions

$SE $HUM $MS

$464M

86 positions

#12Hoese & Co LLPActive

Notable overlap · 3 shared positions

$MS $HUM $EMR

$135M

135 positions

#13Carr Financial Group CorpPassive

Notable overlap · 4 shared positions

$HUM $MS $DHR $AFRM

$379M

174 positions

#14Snider Financial GroupPassive

Notable overlap · 4 shared positions

$HUM $SE $ASML $DHR

$331M

102 positions

#15Seven Springs Wealth Group, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $WFC $CMI $KO

$432M

81 positions

#16Keystone Financial Group, Inc.Active

Notable overlap · 5 shared positions

$HUM $DHR $HON $TXN $EMR

$192M

134 positions

#17DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $HUM $DHR

$461M

353 positions

#18ProVise Management Group, LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $NVS $WFC

$1.4B

261 positions

#19Stokes Family Office, LLCPassive

Notable overlap · 4 shared positions

$HUM $SE $IAU $MDLZ

$969M

276 positions

#20Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $HUM $MDLZ $KO $WFC

$124M

101 positions

#21Verum Partners LLCActive

Notable overlap · 5 shared positions

$SE $HUM $DHR $MDLZ $KO

$527M

176 positions

#22KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $DHR $KO

$147M

89 positions

#23RIDGECREST WEALTH PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $KO $WFC

$181M

96 positions

#24SIGNATUREFD, LLCActive

Notable overlap · 5 shared positions

$HUM $MDLZ $SOLV $KO $ASML

$6.5B

3,465 positions

#25Capital Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $ASML $HON $CMI $KO

$6.2B

693 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.