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 M3 Advisory Group

13F Portfolio OverlapQ2 2026M3 Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

M3 Advisory Group, LLC is an institutional investor managing $193M across 156 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 M3 Advisory Group are Intrepid Financial Planning Group, OPINICUS, Werlinich Asset, with shared positions in $DELL, $MDY, $BX, $STT, $CRWD, $WFC. The full ranking of 25 similar funds is below.

#1Intrepid Financial Planning Group LLCPassive

Some overlap · 4 shared positions

$DELL $MDY $BX $STT

$294M

135 positions

#2OPINICUS CAPITAL, INC.Passive

Some overlap · 5 shared positions

$DELL $BX $CRWD $WFC $GLW

$187M

105 positions

#3Werlinich Asset Management, LLCActive

Some overlap · 4 shared positions

$DELL $BX $CRWD $GLW

$262M

58 positions

#4BEARING POINT CAPITAL, LLCPassive

Some overlap · 3 shared positions

$DELL $MDY $GLW

$740M

203 positions

#5GFG Capital, LLCPassive

Some overlap · 3 shared positions

$DELL $BX $CRWD

$363M

100 positions

#6SACKS & ASSOCIATES, LLCPassive

Some overlap · 3 shared positions

$DELL $STT $CRWD

$148M

80 positions

#7INVESTMENT HOUSE LLCPassive

Some overlap · 3 shared positions

$DELL $CRWD $BKNG

$2.2B

220 positions

#8Cunning Capital Partners, LPActive

Some overlap · 3 shared positions

$DELL $CRWD $WFC

$248M

55 positions

#9Steadtrust LLCPassive

Some overlap · 3 shared positions

$DELL $BX $GLW

$198M

132 positions

#10Verity & Verity, LLCActive

Some overlap · 3 shared positions

$DELL $STT $PSX

$1.5B

138 positions

#11WASHINGTON TRUST CoPassive

Some overlap · 4 shared positions

$DELL $MDY $BKNG $GLW

$3.2B

296 positions

#12Hudson Value Partners, LLCPassive

Some overlap · 3 shared positions

$DELL $CRWD $GLW

$399M

113 positions

#13DCM Advisors, LLCActive

Some overlap · 3 shared positions

$DELL $WFC $PSX

$253M

38 positions

#14LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive

Some overlap · 3 shared positions

$DELL $WFC $GLW

$476M

102 positions

#15MN Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$DELL $BX $CRWD

$235M

134 positions

#16ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 4 shared positions

$MDY $DELL $STT $BX

$621M

90 positions

#17Royal Fund Management, LLCPassive

Some overlap · 4 shared positions

$DELL $BX $CRWD $PSX

$1.2B

291 positions

#18Triton Financial Group IncPassive

Some overlap · 3 shared positions

$DELL $CRWD $GLW

$174M

99 positions

#19Lifeworks Advisors, LLCPassive

Some overlap · 3 shared positions

$DELL $GLW $LIN

$955M

337 positions

#20Highlander Partners, L.P.Smart money

Some overlap · 3 shared positions

$DELL $BX $PSX

$298M

44 positions

#21Retireful, LLCPassive

Some overlap · 3 shared positions

$DELL $CRWD $GLW

$107M

81 positions

#22MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$DELL $F $GLW

$140M

63 positions

#23Highview Capital Management LLC/DE/Passive

Some overlap · 3 shared positions

$DELL $MDY $CRWD

$347M

118 positions

#24Acorn Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$MDY $DELL $BX

$410M

303 positions

#25Kercheville Advisors, LLCPassive

Some overlap · 3 shared positions

$DELL $BX $GLW

$328M

108 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.