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Hedge Funds Similar to MEANS INVESTMENT

13F Portfolio OverlapQ2 2026MEANS INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

MEANS INVESTMENT CO., INC. is an institutional investor managing $1.3B across 209 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 MEANS INVESTMENT are United of KS, Hubbell Strickland Wealth, Beaumont Financial Advisors, with shared positions in $FBTC, $PLTR, $TJX, $PM, $ABT, $MCD. The full ranking of 25 similar funds is below.

#1United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$FBTC$PLTR$TJX
$763M
98 positions
#2Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$FBTC$PLTR$PM$ABT$MCD
$277M
87 positions
#3Beaumont Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$FBTC$PM$TJX$ABT$MCD
$1.6B
383 positions
#4PANORAMIC INVESTMENT ADVISORS, LLCActive
Some overlap · 4 shared positions
$FBTC$SCHW$CRWD$ABT
$209M
141 positions
#5ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$FBTC$PM$MCD
1 positions
#6Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$FBTC$MDY$PLTR
$140M
65 positions
#7FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$FBTC$PLTR$MDY
$2.4B
979 positions
#8Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$MDY$TJX$UBER$CRWD
$808M
315 positions
#9Keystone Financial GroupPassive
Some overlap · 5 shared positions
$PLTR$MDY$PM$CRWD$MCD
$1.7B
567 positions
#10PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PLTR$PM$TJX$CRWD
$219M
125 positions
#11ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$FBTC$MDY$SCHW
$709M
91 positions
#12Guardian Asset Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$SCHW$UBER$CRWD$MCD
$224M
127 positions
#13Meadowbrook Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$TJX$UBER$CRWD$ABT
$95M
72 positions
#14Strategies Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$FBTC$CRWD
$1.1B
202 positions
#15Henson-Edgewater Management, LLCActive
Some overlap · 5 shared positions
$PLTR$TJX$UBER$CRWD$MCD
$192M
66 positions
#16Secure Asset Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$SCHW$UBER$CRWD$MCD
$753M
338 positions
#17EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$FBTC$PLTR$CRWD
$3.0B
4,392 positions
#18High Note Wealth, LLCPassive
Slight overlap · 4 shared positions
$PLTR$FBTC$UBER$CRWD
$586M
959 positions
#19PeakShares LLCActive
Slight overlap · 5 shared positions
$PLTR$TJX$UBER$CRWD$MCD
$134.4B
122 positions
#20Abound Wealth ManagementActive
Slight overlap · 3 shared positions
$FBTC$PLTR$CRWD
$537M
1,444 positions
#21ENZI WEALTHSmart money
Slight overlap · 4 shared positions
$PLTR$SCHW$PM$ABT
$334M
83 positions
#22Vident Advisory, LLCPassive
Slight overlap · 4 shared positions
$PLTR$SCHW$TJX$CRWD
$13.9B
1,919 positions
#23WCG Wealth Advisors LLCPassive
Slight overlap · 5 shared positions
$PLTR$PM$SCHW$UBER$CRWD
$4.2B
555 positions
#24Sepio Capital, LPActive
Slight overlap · 5 shared positions
$FBTC$PM$MDY$CRWD$ABT
$2.5B
304 positions
#25Elevate Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$WRB$PM$UBER$MCD
$182M
77 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.