What hedge funds are most similar to Madson Wealth Advisors Inc?

The funds with the most similar 13F portfolios to Madson Wealth Advisors Inc are Eldred Rock Partners, Walsky Investment, Gibraltar, based on overlapping conviction holdings in the latest SEC filings.

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 Madson Wealth Advisors

13F Portfolio OverlapQ2 2026Madson Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Madson Wealth Advisors Inc is an institutional investor managing $147M across 97 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 Madson Wealth Advisors are Eldred Rock Partners, Walsky Investment, Gibraltar, with shared positions in $NVS, $ASML, $TXN, $EMR, $CMI, $WFC. The full ranking of 25 similar funds is below.

#1Eldred Rock Partners, LLCActive

Notable overlap · 6 shared positions

$NVS $ASML $TXN $EMR $CMI $WFC

$465M

29 positions

#2Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $NVS $EMR $HON $HONA $WFC

$108M

52 positions

#3Gibraltar Capital Management, Inc.Active

Notable overlap · 5 shared positions

$ASML $KLAC $TXN $EMR $WFC

$650M

125 positions

#4CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$TXN $KLAC $EMR $WFC

$1.3B

99 positions

#5Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 7 shared positions

$NVS $EMR $IAU $HON $HONA $WFC

$362M

116 positions

#6Promethos Capital, LLCActive

Notable overlap · 3 shared positions

$NVS $ASML $KLAC

$368M

54 positions

#7VAN ECK ASSOCIATES CORPActive

Notable overlap · 4 shared positions

$ASML $KLAC $TXN $QCOM

$164.1B

1,337 positions

#8ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$ASML $NVS $EMR $AZN

$713M

97 positions

#9Trans-Canada Capital Inc.Smart money

Some overlap · 5 shared positions

$ASML $TXN $HON $HONA $QCOM

$1.8B

22 positions

#10Avanda Investment Management Pte. Ltd.Active

Some overlap · 3 shared positions

$ASML $TXN $KLAC

$299M

39 positions

#11Mengis Capital Management, Inc.Passive

Some overlap · 7 shared positions

$NVS $AZN $EMR $ASML $IAU $CMI

$658M

218 positions

#12STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 5 shared positions

$ASML $KLAC $TXN $WFC $EMR

$146.1B

107 positions

#13First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$NVS $TXN $HON $HONA

$529M

75 positions

#14Timber Creek Capital Management LLCPassive

Some overlap · 5 shared positions

$ASML $SGOL $IAU $AZN $NVS

$490M

80 positions

#15Phraction Management LLCActive

Some overlap · 5 shared positions

$ASML $TXN $HON $HONA $WFC

$596M

66 positions

#16FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$ASML $KLAC $AZN $QCOM

$1.3B

393 positions

#17Karani Asset Management LLCPassive

Some overlap · 4 shared positions

$ASML $KLAC $TXN $CMI

$139M

57 positions

#18BLUE SQUARE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$ASML $NVS $EMR $KLAC

$247M

74 positions

#19OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 4 shared positions

$TXN $EMR $CMI $QCOM

$2.7B

54 positions

#20ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 4 shared positions

$ASML $TXN $HON $HONA

$1.9B

88 positions

#21Financial Gravity Companies, Inc. (FGCO)Passive

Some overlap · 3 shared positions

$NVS $ASML $AZN

$616M

1,040 positions

#22Stiles Financial Services IncPassive

Some overlap · 5 shared positions

$ASML $TXN $KLAC $CMI $QCOM

$398M

183 positions

#23HEADINVEST, LLCPassive

Some overlap · 4 shared positions

$TXN $EMR $KLAC $NVS

$536M

217 positions

#24BANK OF STOCKTONActive

Some overlap · 5 shared positions

$KLAC $ASML $CMI $WFC $QCOM

$356M

126 positions

#25TEALWOOD ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$KLAC $TXN $NVS $AZN $CMI

$261M

121 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.