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 Mayflower Financial Advisors

13F Portfolio OverlapQ2 2026Mayflower Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Mayflower Financial Advisors, LLC is an institutional investor managing $1.2B across 499 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 Mayflower Financial Advisors are BCWM, Coston, McIsaac & Partners, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $DUK, $MO, $BMY, $PEP, $VZ, $UPS. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 6 shared positions

$DUK $MO $BMY $PEP $VZ $UPS

$342M

57 positions

#2Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$MO $MCD $NEE $SO $PEP $VZ

$497M

948 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$MO $DUK $MCD $NEE $SO $VZ

$1.7B

256 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $BMY $PEP $SO $DUK $VZ

$199M

38 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$DUK $BMY $NEE $SO $PEP $MS

$1.3B

58 positions

#6Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$MCD $MO $SO $PEP $VZ

$249M

35 positions

#7Graver Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$MO $DUK $MCD $PEP

$140M

26 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MCD $DUK $SO $PEP $VZ $UPS

$233M

122 positions

#9Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$MO $NEE $SO $PEP $VZ $MS

$226M

42 positions

#10CAPITAL & PLANNING, LLC

Notable overlap · 3 shared positions

$DUK $MCD $SO

$194M

45 positions

#11Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$MCD $BMY $NEE $PEP $VZ

$513M

70 positions

#12RAHLFS CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$MCD $DUK $SO $PEP $VZ $BMY

$136M

86 positions

#13ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$DUK $BMY $SO $MCD $VZ $MS

$665M

122 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$DUK $MCD $SO $PEP $VZ

$201M

57 positions

#15Mason & Associates, LLCSmart money

Notable overlap · 4 shared positions

$MCD $DUK $SO $UPS

$481M

45 positions

#16OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$MCD $DUK $SO $PEP $BMY $UPS

$2.7B

54 positions

#17OmniStar Financial Group, Inc.Passive

Notable overlap · 6 shared positions

$DUK $BMY $SO $NEE $MS $UPS

$217M

118 positions

#18VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$BMY $NEE $PEP $MO $VZ $MS

$1.1B

146 positions

#19HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MCD $MO $PEP $UPS

$252M

43 positions

#20Measured Risk Portfolios, Inc.Active

Notable overlap · 5 shared positions

$DUK $MO $VZ $UPS $MDY

$112M

63 positions

#21Slagle Financial, LLCPassive

Notable overlap · 5 shared positions

$DUK $MO $MCD $PEP $NEE

$334M

127 positions

#22Slocum, Gordon & Co LLPPassive

Notable overlap · 4 shared positions

$MCD $DUK $NEE $VZ

$151M

70 positions

#23SIMA Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$MCD $MO $PEP $DUK

$141M

130 positions

#24COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$MCD $PEP $MO $MS

$166M

88 positions

#25Welch Group, LLCPassive

Notable overlap · 5 shared positions

$MCD $NEE $SO $PEP $VZ

$2.9B

326 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.