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Hedge Funds Similar to Madison Park Advisors

13F Portfolio OverlapQ2 2026Madison Park Advisors portfolio →
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Most similar hedge funds by 13F overlap

Madison Park Capital Advisors, LLC is an institutional investor managing $140M across 65 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 Madison Park Advisors are LCM, BITTERROOT ADVISORS, HANOVER ADVISORS, with shared positions in $MDY, $GILD, $PLTR, $FBTC, $MPLX, $NLY. The full ranking of 25 similar funds is below.

#1LCM Capital Management IncActive
Notable overlap · 3 shared positions
$MDY$GILD$PLTR
$235M
125 positions
#2BITTERROOT CAPITAL ADVISORS LLCSmart money
Notable overlap · 3 shared positions
$MDY$FBTC$MPLX
$166M
53 positions
#3HANOVER ADVISORS INCSmart money
Notable overlap · 4 shared positions
$MDY$NLY$PLTR$MPLX
$278M
122 positions
#4Finley Financial, LLCActive
Notable overlap · 3 shared positions
$MDY$SBUX$FBTC
$248M
110 positions
#5Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$MDY$PLTR$SBUX
$345M
214 positions
#6SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$SBUX$CRM
$314M
128 positions
#7WALNUT PRIVATE EQUITY PARTNERS, LLCActive
Some overlap · 3 shared positions
$BX$WMB$MPLX
$183M
15 positions
#8Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$FBTC$BNY
$537M
168 positions
#9Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MDY$KMI$CRM
$281M
113 positions
#10Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$BX$PLTR
$294M
135 positions
#11Partners Group Holding AGActive
Some overlap · 3 shared positions
$BX$WMB$KMI
$1.5B
52 positions
#12Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$BX$WMB$KMI
$159M
200 positions
#13Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$WMB$BX$KMI$GILD
$202M
58 positions
#14FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BX$WMB$CRM
$1.9B
205 positions
#15Chicago Partners Investment Group LLCPassive
Some overlap · 6 shared positions
$MDY$BX$WMB$KMI$MPLX$ARCC
$5.5B
1,739 positions
#16Benchmark Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$BX$FBTC
$419M
162 positions
#17WJ Financial Advisors LLCPassive
Some overlap · 5 shared positions
$MDY$KMI$WMB$CRM$PLTR
$136M
137 positions
#18Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$WMB$ARCC
$7.1B
433 positions
#19Serenus Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$MDY$PLTR$WMB
$573M
75 positions
#20ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 5 shared positions
$MDY$FBTC$BX$CRM$BNY
$709M
91 positions
#21Jackson Hole Capital Partners, LLC
Some overlap · 4 shared positions
$WMB$KMI$MPLX$GILD
$605M
313 positions
#22Whipplewood Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$VKQ$VKI$HCXY$ARCC
$148M
200 positions
#23Clientfirst Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$FBTC$PLTR
$122M
53 positions
#24Expressive Wealth LLCPassive
Some overlap · 3 shared positions
$MDY$GILD$PLTR
$106M
133 positions
#25Highlander Partners, L.P.Smart money
Some overlap · 3 shared positions
$BX$MPLX$ARCC
$298M
44 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.