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Hedge Funds Similar to Mullaney, Keating & Wright

13F Portfolio OverlapQ3 2026Mullaney, Keating & Wright portfolio →
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Most similar hedge funds by 13F overlap

Mullaney, Keating & Wright, Inc. is an institutional investor managing $216M across 70 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mullaney, Keating & Wright are Cannon Wealth Services, Lakeridge Wealth, S.E.E.D. Planning Group, with shared positions in $SHW, $LOW, $MCD, $PEP, $VLO, $ROST. The full ranking of 25 similar funds is below.

#1Cannon Wealth Management Services, LLCActive
Some overlap · 3 shared positions
$SHW$LOW$MCD
$183M
99 positions
#2Lakeridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SHW$MCD$PEP
$272M
188 positions
#3S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$SHW$VLO$LOW$PEP
$408M
98 positions
#4JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$MCD$PEP
$4.1B
83 positions
#5PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SHW$LOW$PEP
$209M
54 positions
#6Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$SHW$MCD$LOW$ROST
$1.3B
62 positions
#7Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$SHW$LOW$MCD$PEP
$486M
109 positions
#8PineStone Asset Management Inc.Active
Some overlap · 3 shared positions
$SHW$LOW$PEP
$15.4B
43 positions
#9OneAscent Wealth Management LLCActive
Some overlap · 4 shared positions
$COKE$SHW$VLO$PEP
$336M
169 positions
#10WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$SHW$LOW$MCD
$1.2B
72 positions
#11Campbell Deegan Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SHW$LOW$PEP
$141M
56 positions
#12Regents Gate Capital LLPActive
Some overlap · 3 shared positions
$SHW$LOW$CHD
$75M
37 positions
#13Winning Points Advisors, LLCActive
Slight overlap · 3 shared positions
$SHW$LOW$MCD
$76M
42 positions
#14Legacy Financial Strategies, LLCActive
Slight overlap · 3 shared positions
$SHW$LOW$MCD
$615M
145 positions
#15Kerusso Capital Management LLCPassive
Slight overlap · 3 shared positions
$SHW$LOW$PEP
$274M
58 positions
#16ACIMA PRIVATE WEALTH, LLCActive
Slight overlap · 4 shared positions
$SHW$LOW$MCD$PEP
$344M
174 positions
#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$VLO$SHW$MCD
$277M
147 positions
#18Sterling Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$SHW$MCD$PEP
$388M
115 positions
#19Stokes Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$SHW$MCD$PEP
$455M
118 positions
#20TOTH FINANCIAL ADVISORY CORPPassive
Slight overlap · 4 shared positions
$SHW$LOW$MCD$PEP
$1.0B
1,024 positions
#21Networth Advisors, LLCActive
Slight overlap · 3 shared positions
$SHW$LOW$PEP
$172M
383 positions
#22Community Bank & Trust, Waco, TexasActive
Slight overlap · 4 shared positions
$VLO$LOW$MCD$PEP
$612M
173 positions
#23Ark Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$VLO$LOW$MCD$PEP
$113M
87 positions
#24FIRST UNITED BANK & TRUSTPassive
Slight overlap · 4 shared positions
$VLO$LOW$MCD$PEP
$347M
408 positions
#25Bath Savings Trust CoActive
Slight overlap · 4 shared positions
$SHW$CHD$MCD$PEP
$966M
178 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.