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 MBA Advisors

13F Portfolio OverlapQ2 2026MBA Advisors portfolio →

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Most similar hedge funds by 13F overlap

MBA Advisors LLC is an institutional investor managing $297M 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 MBA Advisors are White Lighthouse Investment, CPA Asset, Shah Wealth Advisors, with shared positions in $IAU, $AMGN, $PM, $ASML, $MO, $MCD. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$IAU $AMGN $PM $ASML $MO

$829M

148 positions

#2CPA Asset Management LLCActive

Notable overlap · 6 shared positions

$IAU $MCD $AMGN $PEP $ASML $MPC

$357M

86 positions

#3Shah Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$IAU $PM $MO $VZ $PEP $CINF

$433M

79 positions

#4LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $VZ $GD $DUK

$141M

91 positions

#5RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $MPC $PM

$218M

108 positions

#6ROGCO, LPActive

Notable overlap · 4 shared positions

$IAU $PEP $MCD $GD

$327M

224 positions

#7EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$IAU $MCD $AMGN

$182M

57 positions

#8Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MO $PM

$469M

82 positions

#9Forthright Family Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$IAU $MO $PM

$177M

57 positions

#10Sowa Financial Group, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $MO $VZ

$229M

31 positions

#11Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $PM $GD

$637M

125 positions

#12Forza Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $AMGN $VZ $GD $MCD

$346M

194 positions

#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $PM $AMGN $MO

$1.4B

144 positions

#14Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$IAU $PEP $GD

$368M

123 positions

#15Leslie Global Wealth, LLCActive

Notable overlap · 3 shared positions

$IAU $MO $VZ

$272M

90 positions

#16GenWealth Group, Inc.Active

Notable overlap · 5 shared positions

$IAU $AMGN $VZ $PM $MCD

$641M

88 positions

#17Kelly Financial Services LLCActive

Notable overlap · 4 shared positions

$IAU $VZ $PM $AMGN

$463M

130 positions

#18Dynasty Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $ASML $PM $MPC

$13.5B

367 positions

#19CAPE ANN SAVINGS BANKActive

Notable overlap · 4 shared positions

$IAU $MCD $PEP $GD

$212M

113 positions

#20BCWM, LLCPassive

Notable overlap · 5 shared positions

$IAU $VZ $PEP $MO $DUK

$342M

57 positions

#21TENET WEALTH PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $PEP $MO $PM

$142M

107 positions

#22Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $AMGN $ASML $PEP $PM

$304M

194 positions

#23Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $GD $PEP $DUK

$281M

154 positions

#24Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$IAU $MO $PM $FNB

$589M

92 positions

#25CADINHA & CO LLCActive

Notable overlap · 4 shared positions

$IAU $AMGN $MCD $DUK

$616M

107 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.