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Hedge Funds Similar to Main Street Financial Solutions

13F Portfolio OverlapQ2 2026Main Street Financial Solutions portfolio →
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Most similar hedge funds by 13F overlap

Main Street Financial Solutions, LLC is an institutional investor managing $1.6B across 624 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 Main Street Financial Solutions are MARATHON, Financial Planning Navigators, Secure Asset, with shared positions in $WAY, $BLDR, $GLW, $ZTS, $GLDM, $PLTR. The full ranking of 12 similar funds is below.

#1MARATHON CAPITAL MANAGEMENTPassive
Some overlap · 4 shared positions
$WAY$BLDR$GLW$ZTS
$494M
187 positions
#2Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$GLDM$WAY$PLTR
$267M
70 positions
#3Secure Asset Management, LLCPassive
Slight overlap · 3 shared positions
$GLDM$ASTS$PLTR
$714M
333 positions
#4MONEY CONCEPTS CAPITAL CORPPassive
Slight overlap · 3 shared positions
$GLDM$GLW$PLTR
$2.2B
633 positions
#5MONETTA FINANCIAL SERVICES INCPassive
Slight overlap · 3 shared positions
$RPRX$GLW$PLTR
$148M
59 positions
#6Rakuten Securities, Inc.Active
Slight overlap · 3 shared positions
$ASTS$PLTR$GLDM
$430M
914 positions
#7Clear Street Group Inc.Active
Slight overlap · 3 shared positions
$ASTS$PLTR$GLW
$39.5B
1,414 positions
#8IHT Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ASTS$GLDM$PLTR
$4.7B
1,237 positions
#9CANTOR FITZGERALD, L. P.Active
Slight overlap · 3 shared positions
$GLW$PLTR$ASTS
$9.2B
319 positions
#10UNICOM Systems, Inc.Active
Slight overlap · 3 shared positions
$GLW$PLTR$ASTS
$1.5B
39 positions
#11HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Slight overlap · 3 shared positions
$ZTS$GLW$GLDM
$584M
108 positions
#12Pilgrim Partners Asia Pte LtdActive
Slight overlap · 3 shared positions
$CPNG$GLW$PLTR
$234M
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.