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Hedge Funds Similar to Level Wealth

13F Portfolio OverlapQ2 2026Level Wealth portfolio →
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Most similar hedge funds by 13F overlap

Level Wealth Management LLC is an institutional investor managing $250M across 70 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 Level Wealth are Mayflower Financial Advisors, & PLANNING, LIBERTY ONE INVESTMENT, with shared positions in $DUK, $MCD, $SO, $MDY, $ALB. The full ranking of 25 similar funds is below.

#1Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$MCD$SO$MDY
$1.2B
499 positions
#2CAPITAL & PLANNING, LLCActive
Some overlap · 3 shared positions
$DUK$SO$MCD
$194M
45 positions
#3LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DUK$SO$MCD
$1.0B
154 positions
#4First PREMIER BankPassive
Some overlap · 3 shared positions
$DUK$SO$MCD
$619M
358 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$DUK$SO$MCD
$201M
57 positions
#6Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$DUK$SO$MCD
$481M
45 positions
#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DUK$SO$MCD
$233M
122 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DUK$SO$MCD
$390M
103 positions
#9OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$SO$DUK$MCD
$2.7B
54 positions
#10RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$SO$DUK$MCD
$136M
86 positions
#11FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$DUK$MCD$SO
$1.7B
256 positions
#12ADVOCATE GROUP LLCPassive
Some overlap · 3 shared positions
$DUK$SO$MCD
$665M
122 positions
#13Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$SO$DUK$MDY
$246M
140 positions
#14Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$SO$MDY$DUK$MCD
$398M
113 positions
#15Cannon Wealth Management Services, LLCActive
Some overlap · 3 shared positions
$DUK$SO$MCD
$183M
99 positions
#16PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$SO$DUK$MCD
$1.2B
103 positions
#17BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MCD$DUK$ALB
$453M
121 positions
#18SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 3 shared positions
$DUK$SO$MCD
$1.3B
97 positions
#19TI-TRUST, INCPassive
Some overlap · 3 shared positions
$DUK$MDY$SO
$186M
132 positions
#20Pathway Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$DUK$SO$MCD
$397M
167 positions
#21Powers Advisory Group, LLCActive
Some overlap · 3 shared positions
$MCD$SO$DUK
$319M
130 positions
#22Laurel Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DUK$MCD$SO
$1.0B
200 positions
#23Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$MCD$SO$DUK
$199M
38 positions
#24Gleason Group, Inc.Active
Some overlap · 3 shared positions
$SO$MCD$DUK
$1.1B
449 positions
#25BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$MCD$SO$DUK
$263M
90 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.