13F Pro

Hedge Funds Similar to Medallion Wealth Advisors

13F Portfolio OverlapQ2 2026Medallion Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Medallion Wealth Advisors, LLC is an institutional investor managing $317M across 1,220 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Medallion Wealth Advisors are Tribune Investment Group, CARDEROCK, Aurdan, with shared positions in $AME, $MCHP, $CSX, $GLW, $FTNT, $GWW. The full ranking of 25 similar funds is below.

#1Tribune Investment Group LPActive
Notable overlap · 4 shared positions
$AME$MCHP$CSX$GLW
$247M
34 positions
#2CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$AME$FTNT$GWW$ITW$ISRG
$456M
67 positions
#3Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$MCHP$STT$GWW$ITW
$394M
99 positions
#4SMA Capital LLCPassive
Some overlap · 3 shared positions
$AME$CSX$UNP
$238M
121 positions
#5Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$UNP$CSX$TXN
$108M
52 positions
#6Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 4 shared positions
$AME$TXN$FTNT$CP
$3.1B
144 positions
#7FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$MCHP$AME$ITW
$4.8B
92 positions
#8Palmer Knight CoPassive
Some overlap · 3 shared positions
$AME$FTNT$TXN
$260M
36 positions
#9SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$STT$UNP$ITW$WAB
$207M
119 positions
#10SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CSX$FTNT$CP$EW
$255M
144 positions
#11Cornerstone National Bank & Trust CoActive
Some overlap · 4 shared positions
$MCHP$STT$EW$ITW
$296M
216 positions
#12RCW Management, LLCActive
Some overlap · 3 shared positions
$CSX$STT$GLDM
$112M
68 positions
#13Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$STT$UNP$FTNT
$515M
100 positions
#14Cottage Street Advisors LLCPassive
Some overlap · 4 shared positions
$CSX$UNP$TXN$GLW
$259M
149 positions
#15GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$MCHP$STT$GLW
$1.2B
383 positions
#16True Vision MN LLC
Some overlap · 3 shared positions
$STT$UNP$BF-A
$194M
98 positions
#17Saranac Partners LtdPassive
Some overlap · 3 shared positions
$AME$CP$ISRG
$343M
117 positions
#18WOODSTOCK CORPActive
Some overlap · 4 shared positions
$FTNT$STT$ITW$ISRG
$1.2B
163 positions
#19Port Capital LLCActive
Some overlap · 3 shared positions
$AME$CP$SSD
$2.5B
108 positions
#20Maren Capital LLCSmart money
Some overlap · 3 shared positions
$AME$CP$SSD
$2.2B
17 positions
#21Hartford Financial Management Inc.Passive
Some overlap · 4 shared positions
$CSX$UNP$TXN$GLW
$448M
349 positions
#22James Hambro & Partners LLPActive
Some overlap · 3 shared positions
$AME$TXN$ISRG
$2.8B
68 positions
#23FIRST UNITED BANK & TRUSTPassive
Some overlap · 5 shared positions
$CSX$FTNT$ITW$ISRG$MCHP
$348M
420 positions
#24GHP Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$STT$AME$TXN$CSX
$2.7B
1,394 positions
#25Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$UNP$CSX$ISRG$GLW
$72M
52 positions

Compare Medallion Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Medallion Wealth Advisors’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.