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Hedge Funds Similar to Maia Wealth

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

Maia Wealth LLC is an institutional investor managing $679M across 356 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 Maia Wealth are Peak Asset, Willis Investment Counsel, BEACON INVESTMENT ADVISORY SERVICES, with shared positions in $FTNT, $SYK, $BKNG, $COP, $UBER, $MMM. The full ranking of 25 similar funds is below.

#1Peak Asset Management, LLCPassive
Some overlap · 5 shared positions
$FTNT$SYK$BKNG$COP$UBER
$680M
181 positions
#2Willis Investment CounselActive
Some overlap · 5 shared positions
$FTNT$MMM$ETN$LMT$COP
$2.1B
125 positions
#3BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$FTNT$ETN$SYK$BKNG
$2.7B
812 positions
#4DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$FTNT$ETN$SYK$LMT
$124M
100 positions
#5LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 6 shared positions
$FTNT$SYK$UBER$KR$MO$LMT
$1.2B
163 positions
#6Bey-Douglas LLC
Some overlap · 6 shared positions
$ETN$SYK$BKNG$UBER$SO$FSK
$115M
56 positions
#7BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$FTNT$UBER$LMT$COP
$213M
305 positions
#8Fairtree Asset Management (Pty) LtdPassive
Some overlap · 4 shared positions
$FTNT$SYK$BKNG$UBER
$261M
96 positions
#9InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$FTNT$ETN$SYK
$202M
110 positions
#10Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$ETN$MMM$SYK$UBER$MO
$124M
142 positions
#11Callahan Advisors, LLCActive
Some overlap · 4 shared positions
$FTNT$SYK$ETN$BKNG
$1.3B
181 positions
#12CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$SYK$SCHW$BKNG$ETN$COP
$289M
192 positions
#13FUNDSMITH INVESTMENT SERVICES LTD.Active
Some overlap · 3 shared positions
$FTNT$SYK$UBER
$4.5B
27 positions
#14Fundsmith LLPActive
Some overlap · 3 shared positions
$FTNT$SYK$UBER
$13.6B
41 positions
#15Warther Private Wealth, LLCActive
Some overlap · 3 shared positions
$FTNT$SCHW$UBER
$456M
50 positions
#16BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 3 shared positions
$FTNT$SCHW$UBER
$926M
149 positions
#17GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$FTNT$SYK$COP
$145M
1,064 positions
#18BUCKHEAD CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$FTNT$ETN$SO
$292M
149 positions
#19Juno Financial Group LLCActive
Some overlap · 5 shared positions
$SCHW$UBER$LMT$MO$ETN
$282M
73 positions
#20Eagle Capital Management, LLCActive
Some overlap · 3 shared positions
$FTNT$ETN$LMT
$293M
50 positions
#21Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$ETN$SYK$SCHW$UBER
$2.8B
151 positions
#22TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$ETN$SYK$SCHW$UBER
$238M
118 positions
#23Vident Advisory, LLCPassive
Some overlap · 4 shared positions
$FTNT$RKLB$LMT$SCHW
$13.9B
1,919 positions
#24M3 Wealth Management, LLCActive
Some overlap · 4 shared positions
$ETN$SYK$LMT$SO
$154M
35 positions
#25Broadway Wealth Solutions, Inc.Smart money
Some overlap · 4 shared positions
$ETN$SCHW$BKNG$UBER
$214M
92 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.