13F Pro

Hedge Funds Similar to MASTER'S WEALTH

13F Portfolio OverlapQ2 2026MASTER'S WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MASTER'S WEALTH MANAGEMENT INC. is an institutional investor managing $332M across 91 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 MASTER'S WEALTH are Alley Investment Company, Miramar, Brentview Investment, with shared positions in $PH, $UNP, $PLD, $PAYX, $HSY, $SNA. The full ranking of 25 similar funds is below.

#1Alley Investment Management Company, LLCActive
Notable overlap · 10 shared positions
$PH$UNP$PLD$PAYX$HSY$SNA
$856M
89 positions
#2Miramar Capital, LLCPassive
Notable overlap · 9 shared positions
$UNP$PAYX$HSY$WM$VZ$GD
$455M
57 positions
#3Brentview Investment Management LLCActive
Notable overlap · 7 shared positions
$PH$UNP$WM$WEC$NEE$MS
$253M
63 positions
#4FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 6 shared positions
$PH$UNP$PAYX$NEE$MS$WEC
$383M
74 positions
#5ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 6 shared positions
$PNC$PAYX$PLD$WEC$VZ$CME
$156M
64 positions
#6SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$HSY$UNP$PSX$VZ$KMI$COP
$606M
79 positions
#7Nalls Sherbakoff Group, LLC
Notable overlap · 3 shared positions
$PNC$RF$KMI
$141M
378 positions
#8Michael Brady & Co., LLCActive
Notable overlap · 5 shared positions
$PH$UNP$WM$GD$CSX
$113M
58 positions
#9Socorro Asset Management LPActive
Notable overlap · 4 shared positions
$PNC$PLD$NEE$MS
$223M
33 positions
#10MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 7 shared positions
$SNA$VZ$PSX$PAYX$RF$KMI
$3.8B
152 positions
#11Martin Capital Partners, LLCPassive
Notable overlap · 6 shared positions
$UNP$PAYX$PSX$VZ$GD$CME
$272M
72 positions
#12Orion Investment CoActive
Notable overlap · 5 shared positions
$PH$HSY$NEE$GD$UNP
$343M
73 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$UNP$WEC$VZ$PLD$GD$CME
$233M
122 positions
#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$SNA$HSY$PAYX$WEC$KMI
$6.4B
290 positions
#15Aristotle Capital Management, LLCActive
Notable overlap · 4 shared positions
$PH$PNC$VZ$GD
$47.7B
212 positions
#16HENDLEY & CO INCActive
Notable overlap · 4 shared positions
$PH$UNP$HSY$COP
$283M
47 positions
#17TrueMark Investments, LLCPassive
Notable overlap · 6 shared positions
$HSY$NEE$UNP$VZ$CME$KMI
$798M
187 positions
#18Aspen Wealth Strategies, LLCActive
Notable overlap · 5 shared positions
$PNC$VZ$COP$MS$NEE
$207M
89 positions
#19SWP Investment Management LLCPassive
Notable overlap · 4 shared positions
$PLD$PNC$UNP$NEE
$145M
43 positions
#20DEARBORN PARTNERS LLCActive
Notable overlap · 6 shared positions
$SNA$WEC$VZ$NEE$CME$AJG
$1.8B
269 positions
#21PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 4 shared positions
$PLD$UNP$KMI$COP
$175M
73 positions
#22OFS Enterprise LLCActive
Some overlap · 3 shared positions
$PNC$UNP$VZ
$392M
106 positions
#23Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$NEE$WM$CSX$VZ$RF$UNP
$239M
126 positions
#24NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$PLD$HSY$NEE$PSX$MS
$3.0B
208 positions
#25Raleigh Capital Management Inc.Passive
Some overlap · 6 shared positions
$PNC$VZ$PLD$PAYX$WEC$CME
$313M
610 positions

Compare MASTER'S WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MASTER'S WEALTH’s holdings

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.