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Hedge Funds Similar to Mainsail Financial Group

13F Portfolio OverlapQ2 2026Mainsail Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Mainsail Financial Group, LLC is an institutional investor managing $294M across 72 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 Mainsail Financial Group are RBA Wealth, LOOMIS SAYLES & L P, Hillman, with shared positions in $CRM, $PLD, $WM, $ADBE, $TMUS, $MNST. The full ranking of 25 similar funds is below.

#1RBA Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRM$PLD$WM$ADBE$TMUS
$273M
80 positions
#2LOOMIS SAYLES & CO L PActive
Some overlap · 4 shared positions
$MNST$ADSK$CRM$BA
$79.8B
707 positions
#3Hillman Capital Management, Inc.Passive
Some overlap · 7 shared positions
$CRM$ADBE$UPS$VZ$PFE$BA
$138M
54 positions
#4ADAPT Investment Managers SAActive
Some overlap · 5 shared positions
$CRM$ADBE$ADSK$VZ$PFE
$12.6B
133 positions
#5Hamrick Investment Counsel, llcPassive
Some overlap · 6 shared positions
$ADBE$WM$UPS$VZ$PFE$USB
$151M
184 positions
#6Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$MNST$CRM$ADBE
$650M
125 positions
#7Distillate Capital Partners LLCPassive
Some overlap · 4 shared positions
$CRM$ADBE$ADSK$TMUS
$1.9B
118 positions
#8Financial Advisors Network, Inc.Passive
Some overlap · 3 shared positions
$ADSK$ADBE$MNST
$816M
208 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$CRM$WM$ADSK$BA
$124M
100 positions
#10Sather Financial Group IncActive
Some overlap · 3 shared positions
$MNST$ADBE$BA
$1.7B
121 positions
#11Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$ADBE$PLD$WM
$270M
89 positions
#12PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$CRM$WM$UPS$VZ$PFE$EPD
$1.1B
79 positions
#13DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$CRM$WM$ADBE
$12.5B
186 positions
#14Collar Capital Management, LLCPassive
Some overlap · 4 shared positions
$CRM$ADBE$UPS$BA
$170M
73 positions
#15CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ADBE$CRM$VZ$PFE$EPD
$111M
136 positions
#16Graphene Investments SASPassive
Some overlap · 4 shared positions
$CRM$WM$TMUS$PFE
$172M
42 positions
#17First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$WM$ADBE$UPS$TMUS
$499M
126 positions
#18CEERA INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$CRM$ADBE$UPS
$236M
101 positions
#19Fluent Financial, LLCActive
Some overlap · 3 shared positions
$CRM$ADBE$UPS
$280M
57 positions
#20Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$MNST$WM$TMUS
$1.6B
184 positions
#21LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$CRM$ADSK$VZ$USB
$143M
89 positions
#22Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$ADSK$UPS$TMUS$VZ$PFE
$288M
82 positions
#23Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$CRM$ADBE$TMUS$VZ$PFE
$39.3B
2,614 positions
#24LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 7 shared positions
$UPS$VZ$WM$ADBE$PFE$BA
$489M
244 positions
#25Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$ADBE$CRM$MNST$PFE
$249M
151 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.