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 MML INVESTORS SERVICES,

13F Portfolio OverlapQ1 2026MML INVESTORS SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

MML INVESTORS SERVICES, LLC is an institutional investor managing $36.1B across 2,995 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 MML INVESTORS SERVICES, are Endowment Wealth ,, Trademark Financial ,, LPL Financial, with shared positions in $MS, $SE, $WT, $SHW, $REGN, $IAU. The full ranking of 25 similar funds is below.

#1Endowment Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$MS $SE $WT $SHW $REGN $IAU

$226M

165 positions

#2Trademark Financial Management, LLCPassive

Some overlap · 6 shared positions

$MS $WT $SHW $HUM $IAU $REGN

$204M

102 positions

#3LPL Financial LLCPassive

Slight overlap · 6 shared positions

$MS $SE $WT $SHW $HUM $REGN

$376.6B

5,964 positions

#4Catalyst Investment Management LLCPassive

Slight overlap · 5 shared positions

$MS $SE $WT $HUM $IAU

$90M

65 positions

#5Centurion Wealth Management LLCPassive

Slight overlap · 6 shared positions

$MS $SE $WT $HUM $IAU $REGN

$444M

316 positions

#6Eagle Strategies LLCPassive

Slight overlap · 5 shared positions

$MS $SE $WT $HUM $IAU

$837M

258 positions

#7CALTON & ASSOCIATES, INC.Passive

Slight overlap · 5 shared positions

$MS $SE $WT $SHW $REGN

$696M

438 positions

#8Strategic Financial Concepts, LLCPassive

Slight overlap · 5 shared positions

$MS $WT $SHW $HUM $IAU

$405M

298 positions

#9FLAGSTAR ADVISORS INC.Passive

Slight overlap · 5 shared positions

$MS $WT $SHW $HUM $IAU

$276M

174 positions

#10Per Stirling Capital Management, LLC.Passive

Slight overlap · 5 shared positions

$MS $WT $HUM $IAU $REGN

$905M

310 positions

#11WealthCare Investment Partners, LLCPassive

Slight overlap · 6 shared positions

$SE $WT $MS $SHW $HUM $IAU

$360M

191 positions

#12BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Slight overlap · 5 shared positions

$MS $SHW $HUM $IAU $REGN

$2.4B

787 positions

#13Clear Creek Financial Management, LLCPassive

Slight overlap · 6 shared positions

$SE $WT $SHW $HUM $IAU $REGN

$1.3B

608 positions

#14Glen Eagle Advisors, LLCPassive

Slight overlap · 5 shared positions

$MS $WT $SHW $HUM $REGN

$714M

1,021 positions

#15WealthShield Partners, LLCPassive

Slight overlap · 4 shared positions

$MS $SE $WT $HUM

$898M

609 positions

#16Williams & Novak, LLCPassive

Slight overlap · 4 shared positions

$MS $SE $WT $IAU

$134M

143 positions

#17Foundations Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$MS $SE $WT $IAU

$8.1B

1,160 positions

#18Interactive Financial AdvisorsActive

Slight overlap · 6 shared positions

$SE $WT $SHW $HUM $IAU $MS

$153M

78 positions

#19Odyssey Capital Advisors, Inc.Passive

Slight overlap · 5 shared positions

$MS $SE $SHW $HUM $REGN

$112M

97 positions

#20ShoreHaven Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$MS $SE $WT $IAU

$278M

103 positions

#21Sound Stewardship, LLCActive

Slight overlap · 4 shared positions

$MS $SE $WT $IAU

$218M

63 positions

#22Beacon Bridge Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$MS $SE $HUM $IAU

$299M

101 positions

#23Madson Wealth Advisors IncPassive

Slight overlap · 4 shared positions

$MS $SE $HUM $IAU

$120M

84 positions

#24FLAGSHIP WEALTH ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$MS $WT $SHW $HUM

$233M

350 positions

#25J.W. COLE ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$MS $WT $SHW $REGN

$3.0B

785 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.