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 Wealth

13F Portfolio OverlapQ2 2026M3 Wealth portfolio →

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Most similar hedge funds by 13F overlap

M3 Wealth Management, LLC is an institutional investor managing $154M across 35 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 Wealth are Signature Wealth Group, Signet Investment Advisory Group, First Fiduciary Investment Counsel, with shared positions in $VLO, $SO, $O, $TGT, $PEP, $CSX. The full ranking of 25 similar funds is below.

#1Signature Wealth Management Group

Notable overlap · 5 shared positions

$VLO $SO $O $TGT $PEP

$263M

128 positions

#2Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$CSX $WM $NEE $PEP $ETN $LMT

$227M

73 positions

#3First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$WM $LMT $NEE $DIS $SO

$529M

75 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$SO $CSX $NEE $ETN $WM $PEP

$239M

126 positions

#5Westchester Capital Management, Inc.Active

Notable overlap · 5 shared positions

$VLO $WM $LMT $DIS $PEP

$555M

46 positions

#6Paradiem, LLCPassive

Notable overlap · 4 shared positions

$VLO $LMT $NEE $SYK

$464M

68 positions

#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $LMT $NEE $DIS $ETN

$2.1B

131 positions

#8DB Fitzpatrick & Co, IncActive

Notable overlap · 4 shared positions

$WM $SYK $ETN $LMT

$124M

100 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$SO $NEE $TGT $LMT $PEP

$1.3B

58 positions

#10Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$WM $NEE $SYK $LMT $PEP

$1.3B

54 positions

#11S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$VLO $LMT $NEE $PEP $SYK

$379M

88 positions

#12Michael Brady & Co., LLCActive

Notable overlap · 5 shared positions

$WM $ETN $PEP $CSX $PH

$113M

58 positions

#13FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$NEE $LMT $SYK $PEP $PH

$383M

74 positions

#14Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$ETN $VLO $NEE $CSX $SYK

$170M

61 positions

#15Biltmore Wealth Management, LLCActive

Notable overlap · 5 shared positions

$CSX $ETN $VLO $SO $WM

$320M

58 positions

#16TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$VLO $NEE $SYK $ETN $PH

$211M

127 positions

#17OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 5 shared positions

$SO $NEE $PEP $ETN $LMT

$329M

323 positions

#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$SO $TGT $O $PEP

$201M

57 positions

#19Summit Financial Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$VLO $ETN $LMT

$782M

225 positions

#20Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$NEE $SYK $LMT $PEP

$181M

50 positions

#21DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$O $TGT $LMT $PEP $ETN

$530M

92 positions

#22Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$ETN $NEE $PEP $SYK $WM

$339M

49 positions

#23OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 4 shared positions

$ETN $SO $PEP $VLO

$2.7B

54 positions

#24Welch Group, LLCPassive

Notable overlap · 4 shared positions

$SO $NEE $LMT $PEP

$2.9B

326 positions

#25Powers Advisory Group, LLCActive

Notable overlap · 6 shared positions

$LMT $WM $SO $PEP $TGT $O

$319M

130 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.