What hedge funds are most similar to MainStreet Investment Advisors LLC?

The funds with the most similar 13F portfolios to MainStreet Investment Advisors LLC are First Fiduciary Investment Counsel, ROGCO, Miramar, 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 MainStreet Investment Advisors

13F Portfolio OverlapQ2 2026MainStreet Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

MainStreet Investment Advisors LLC is an institutional investor managing $734M across 166 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 MainStreet Investment Advisors are First Fiduciary Investment Counsel, ROGCO, Miramar, with shared positions in $BLK, $WM, $MCD, $SO, $LMT, $MAR. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$BLK $WM $MCD $SO $LMT $MAR

$529M

75 positions

#2ROGCO, LPActive

Notable overlap · 10 shared positions

$BLK $PEP $EMR $MCD $AEP $WM

$327M

224 positions

#3Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$BLK $WM $MCD $PEP $LMT $QCOM

$455M

57 positions

#4Powers Advisory Group, LLCActive

Notable overlap · 8 shared positions

$WM $MCD $SO $PEP $LMT $USB

$319M

130 positions

#5Welch Group, LLCPassive

Notable overlap · 8 shared positions

$MCD $PEP $EMR $SO $LMT $AEP

$2.9B

326 positions

#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$BLK $MCD $PEP $EMR $SO $QCOM

$201M

57 positions

#7STAR Financial BankActive

Notable overlap · 9 shared positions

$BLK $PEP $MCD $EMR $LMT $WM

$245M

109 positions

#8RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$BLK $PEP $MCHP $EMR $LMT $MO

$2.4B

181 positions

#9OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 7 shared positions

$WM $MCD $PEP $MCHP $BLK $LMT

$183M

31 positions

#10OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$MCD $PEP $EMR $SO $AEP $QCOM

$2.7B

54 positions

#11Brookmont Capital ManagementActive

Notable overlap · 8 shared positions

$WM $MCD $MCHP $PEP $USB $QCOM

$186M

61 positions

#12CINCINNATI INSURANCE COActive

Notable overlap · 8 shared positions

$BLK $MCD $PEP $USB $MCHP $QCOM

$6.9B

64 positions

#13Shoker Investment Counsel, Inc.Active

Notable overlap · 8 shared positions

$EMR $PEP $SO $LMT $MCD $USB

$398M

113 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$WM $MCD $PEP $EMR $LMT $HON

$321M

107 positions

#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$WM $MCD $EMR $LMT $PEP $QCOM

$2.5B

270 positions

#16Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$WM $MCD $PEP $USB $LMT $HON

$227M

73 positions

#17UNITED BANKActive

Notable overlap · 7 shared positions

$WM $MCD $BLK $PEP $LMT $CMI

$853M

130 positions

#18Edge Wealth Management LLCActive

Notable overlap · 5 shared positions

$BLK $WM $MCD $HON $HONA

$594M

87 positions

#19Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$WM $MCD $PEP $SO $LMT $AEP

$199M

38 positions

#20Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$MCD $WM $PEP $EMR $LMT $USB

$261M

101 positions

#21Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$MCD $EMR $SO $PEP $QCOM $HON

$108M

52 positions

#22CAPE ANN SAVINGS BANKActive

Some overlap · 7 shared positions

$BLK $PEP $MCD $AEP $CMI $MAR

$212M

113 positions

#23Haverford Trust CoActive

Some overlap · 6 shared positions

$BLK $PEP $MCD $HON $HONA $WM

$11.6B

424 positions

#24Stockman Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$MCD $PEP $LMT $USB $QCOM $HON

$968M

178 positions

#25BAKER BOYER NATIONAL BANKSmart money

Some overlap · 8 shared positions

$MCD $EMR $USB $WM $CMI $SO

$364M

94 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.