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Hedge Funds Similar to MTM FINANCIAL GROUP

13F Portfolio OverlapQ2 2026MTM FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

MTM FINANCIAL GROUP, LLC is an institutional investor managing $233M across 95 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 MTM FINANCIAL GROUP are Royal Palms, VAUGHAN & SECURITIES, Plan Group Financial, with shared positions in $PPL, $SLV, $ALPS, $PM, $BMY, $TT. The full ranking of 16 similar funds is below.

#1Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$PPL$SLV$ALPS
$114M
57 positions
#2VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$PPL$PM$BMY
$214M
61 positions
#3Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$PPL$PM$SLV
$486M
249 positions
#4Capstone Wealth Management Group LLC
Slight overlap · 3 shared positions
$SLV$ALPS$BMY
$163M
123 positions
#5CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Slight overlap · 3 shared positions
$PM$PPL$BMY
$165M
92 positions
#6RAHLFS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$PM$SLV$BMY
$136M
86 positions
#7AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 3 shared positions
$PPL$TT$APD
$366M
517 positions
#8InvesTrustPassive
Slight overlap · 3 shared positions
$PM$BMY$APD
$260M
95 positions
#9MUIRFIELD WEALTH ADVISORS LLCActive
Slight overlap · 3 shared positions
$SLV$TT$PM
$153M
87 positions
#10Aurdan Capital Management, LLCActive
Slight overlap · 3 shared positions
$PM$APD$BMY
$394M
99 positions
#11CATHY PARETO & ASSOCIATES, INCActive
Slight overlap · 3 shared positions
$SLV$ALPS$TT
$171M
102 positions
#12Partnership Wealth Management, LLCActive
Slight overlap · 3 shared positions
$TT$BMY$APD
$148M
67 positions
#13Newton One Investments LLCActive
Slight overlap · 3 shared positions
$PM$PPL$APD
$397M
146 positions
#14Innova Wealth PartnersPassive
Slight overlap · 3 shared positions
$PM$BMY$SLV
$244M
180 positions
#15Ardent Capital Management, Inc.Active
Slight overlap · 3 shared positions
$PM$BMY$SLV
$241M
47 positions
#16Human Investing LLCSmart money
Slight overlap · 3 shared positions
$SLV$PM$TT
$771M
105 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.