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Hedge Funds Similar to MEANS INVESTMENT ,

13F Portfolio OverlapQ1 2026MEANS INVESTMENT , portfolio →
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Most similar hedge funds by 13F overlap

MEANS INVESTMENT CO., INC. is an institutional investor managing $1.1B across 212 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 MEANS INVESTMENT , are LAM GROUP,, DEFINE FINANCIAL,, FC Advisory, with shared positions in $MKL, $AMN, $SCHW, $MDY, $NTRB, $KKR. The full ranking of 25 similar funds is below.

#1LAM GROUP, INC.Passive
Notable overlap · 4 shared positions
$MKL$AMN$SCHW$MDY
$182M
136 positions
#2DEFINE FINANCIAL, LLCSmart money
Notable overlap · 3 shared positions
$MKL$AMN$SCHW
$184M
41 positions
#3FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$NTRB$SCHW
$342M
115 positions
#4ETF Portfolio Partners, Inc.Active
Notable overlap · 3 shared positions
$MKL$NTRB$KKR
$381M
68 positions
#5Grange Capital, LLCActive
Notable overlap · 3 shared positions
$MKL$PLTR$KKR
$100M
46 positions
#6Pasadena Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$MKL$AMN$FBTC$BAC
$723M
277 positions
#7Mraz, Amerine & Associates, Inc.Active
Notable overlap · 4 shared positions
$MKL$AMN$WRB$SCHW
$678M
190 positions
#8Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$MKL$NTRB$SHW
$67M
42 positions
#9Sage Financial Management Group, Inc.Active
Notable overlap · 4 shared positions
$MKL$SHW$KKR$MDY
$325M
57 positions
#10Voya Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$MKL$KKR$PM$SCHW
$1.0B
209 positions
#11Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$MKL$FBTC$SCHW
$161M
47 positions
#12HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$MKL$SHW$SCHW$TJX
$280M
107 positions
#13Glassman Wealth ServicesSmart money
Notable overlap · 6 shared positions
$MKL$KKR$MDY$AMN$SCHW$LRCX
$736M
187 positions
#14Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$SHW$SCHW
$155M
74 positions
#15Dunhill Financial, LLCPassive
Notable overlap · 3 shared positions
$MKL$BAC$SCHW
$424M
1,857 positions
#16Mullooly Asset Management, Inc.Active
Notable overlap · 3 shared positions
$MKL$SHW$KKR
$271M
51 positions
#17Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$NTRB$MDY
$160M
82 positions
#18RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Notable overlap · 3 shared positions
$MKL$AMN$SCHW
$350M
53 positions
#19Kestra Investment Management, LLCActive
Notable overlap · 4 shared positions
$MKL$AMN$PM$SCHW
$5.8B
439 positions
#20Junk Investment Group, LLCPassive
Notable overlap · 4 shared positions
$MKL$NTRB$KKR$MDY
$191M
88 positions
#21Blankinship & Foster, LLCSmart money
Notable overlap · 3 shared positions
$MKL$KKR$PM
$452M
75 positions
#22Diversified Trust CoActive
Notable overlap · 3 shared positions
$MKL$BAC$PM
$5.4B
1,049 positions
#23Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$MKL$KKR$SCHW
$382M
55 positions
#24Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$MKL$PM$SCHW
$578M
118 positions
#25FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$MKL$AMN$BAC$KKR
$133M
121 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.