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Hedge Funds Similar to Madrid Financial Services

13F Portfolio OverlapQ1 2026Madrid Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Madrid Financial Services is an institutional investor managing $169M across 26 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 Madrid Financial Services are Envision Financial, Marshall & Sterling Wealth Advisors, Clearwater Advisors,, with shared positions in $WT, $USB, $ALPS, $GSAT. The full ranking of 25 similar funds is below.

#1Envision Financial LLCActive
Substantial overlap · 3 shared positions
$WT$USB$ALPS
$186M
46 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Substantial overlap · 3 shared positions
$USB$WT$GSAT
$153M
344 positions
#3Clearwater Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$USB$GSAT
$1.2B
177 positions
#4Systelligence, LLCPassive
Notable overlap · 3 shared positions
$WT$USB$GSAT
$514M
56 positions
#5MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$WT$USB$GSAT
$147M
52 positions
#6MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$WT$USB$ALPS
$1.3B
143 positions
#7IAM Advisory, LLCActive
Notable overlap · 3 shared positions
$WT$USB$GSAT
$446M
95 positions
#8RATIONAL ADVISORS, INC.Active
Notable overlap · 3 shared positions
$WT$GSAT$USB
$980M
179 positions
#9Fortune Financial Group, Inc.Active
Notable overlap · 3 shared positions
$WT$GSAT$USB
$111M
84 positions
#10CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$WT$USB$ALPS
$149M
96 positions
#11Lunt Capital Management, Inc.Active
Notable overlap · 3 shared positions
$WT$USB$GSAT
$260M
97 positions
#12Glassman Wealth ServicesSmart money
Notable overlap · 3 shared positions
$WT$USB$GSAT
$736M
187 positions
#13American Alpha Advisors, LLCActive
Notable overlap · 3 shared positions
$GSAT$WT$ALPS
$188M
96 positions
#14Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$WT$ALPS
$454M
99 positions
#151 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 4 shared positions
$USB$WT$GSAT$ALPS
$277M
270 positions
#16Fermata Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$GSAT$ALPS
$444M
232 positions
#17Arta Finance Wealth Management LLCPassive
Notable overlap · 3 shared positions
$WT$GSAT$USB
$202M
95 positions
#18Curran Financial Partners, LLCActive
Notable overlap · 3 shared positions
$GSAT$USB$WT
$559M
127 positions
#19HC Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$USB$ALPS
$149M
60 positions
#20Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$USB$WT$GSAT
$146M
90 positions
#21Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GSAT$USB$ALPS
$200M
119 positions
#22Tandem Financial, LLCPassive
Some overlap · 3 shared positions
$USB$GSAT$ALPS
$314M
98 positions
#23FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$USB$GSAT$ALPS
$456M
346 positions
#24Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$USB$ALPS
$175M
152 positions
#25Payne Capital LLCPassive
Some overlap · 3 shared positions
$USB$WT$ALPS
$109M
55 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.