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Hedge Funds Similar to MIRAE ASSET SECURITIES (USA)

13F Portfolio OverlapQ1 2026MIRAE ASSET SECURITIES (USA) portfolio →
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Most similar hedge funds by 13F overlap

MIRAE ASSET SECURITIES (USA) INC. is an institutional investor managing $2.7B across 153 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 MIRAE ASSET SECURITIES (USA) are Shulman DeMeo Asset, Worth Asset ,, Bay Rivers Group, with shared positions in $DIA, $MDY, $IBM, $LMT, $MU, $CRM. The full ranking of 25 similar funds is below.

#1Shulman DeMeo Asset Management LLCSmart money
Some overlap · 4 shared positions
$DIA$MDY$IBM$LMT
$471M
140 positions
#2Worth Asset Management, LLCPassive
Some overlap · 5 shared positions
$DIA$MU$LMT$CRM$USB
$268M
182 positions
#3Bay Rivers GroupPassive
Some overlap · 6 shared positions
$DIA$MDY$PLTR$AMD$CRM$USB
$240M
109 positions
#4Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$LMT$PLTR$TT
$352M
649 positions
#5All Terrain Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$MDY$MU$USB
$425M
149 positions
#6FOCUS Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$PLTR$CRM$GE
$205M
59 positions
#7Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DIA$MDY$PLTR$AMD
$148M
68 positions
#8Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DIA$MDY$USB
$99M
59 positions
#9Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$MCD$IBM
$309M
233 positions
#10Chung Wu Investment Group, LLCPassive
Some overlap · 3 shared positions
$DIA$MU$GE
$116M
259 positions
#11ADIRONDACK TRUST COPassive
Some overlap · 6 shared positions
$MDY$MCD$HLT$LMT$IBM$AMD
$298M
544 positions
#12LCM Capital Management IncActive
Some overlap · 6 shared positions
$MDY$PLTR$LMT$AMD$MCD$CRM
$199M
110 positions
#13StoryOne LLCActive
Some overlap · 4 shared positions
$DIA$AMD$GE$MU
$177M
73 positions
#14Mountain Hill Investment Partners Corp.Passive
Some overlap · 4 shared positions
$DIA$CRM$AMD$MDY
$169M
205 positions
#15Guardian Asset Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$PLTR$MCD
$171M
102 positions
#16Northern Financial Advisors IncPassive
Some overlap · 4 shared positions
$DIA$MU$MCD$IBM
$137M
105 positions
#17Optiver Holding B.V.Active
Some overlap · 5 shared positions
$DIA$PLTR$MU$AMD$CRM
$289.5B
2,301 positions
#18STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DIA$USB$MDY$TGT
$949M
220 positions
#19J HAGAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$DIA$CRM$GE
$185M
83 positions
#20Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$CRM$PLTR
$486M
108 positions
#21Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$CRM$MCD
$806M
127 positions
#22RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$DIA$USB$IBM
$350M
53 positions
#23Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$DIA$USB
$1.1B
127 positions
#24Ruggiero Investments, Inc.Passive
Some overlap · 5 shared positions
$DIA$PLTR$IBM$MCD$MDY
$103M
78 positions
#25Fourth Dimension Wealth, LLCPassive
Some overlap · 5 shared positions
$DIA$AMD$MU$MCD$USB
$264M
596 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.