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 MBE Wealth

13F Portfolio OverlapQ2 2026MBE Wealth portfolio →

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Most similar hedge funds by 13F overlap

MBE Wealth Management, LLC is an institutional investor managing $284M across 170 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 MBE Wealth are River Street Advisors, Palisade Asset, Rockline Wealth, with shared positions in $PEP, $KLAC, $DOV, $PWR, $MCD, $NEE. The full ranking of 25 similar funds is below.

#1River Street Advisors LLCPassive

Some overlap · 6 shared positions

$PEP $KLAC $DOV $PWR $MCD $NEE

$340M

177 positions

#2Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$PEP $ECL $KLAC $MCD $ABT

$1.1B

204 positions

#3Rockline Wealth Management, LLCActive

Some overlap · 6 shared positions

$KLAC $DOV $MCD $PWR $NUE $NEE

$522M

107 positions

#4UNITED BANKActive

Some overlap · 5 shared positions

$PEP $KLAC $DOV $MCD $ABT

$853M

130 positions

#5CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 5 shared positions

$PEP $ECL $KLAC $MCD $NEE

$1.2B

203 positions

#6TEMA ETFS LLCActive

Some overlap · 3 shared positions

$ASTS $PWR $NEE

$3.1B

583 positions

#7PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$PEP $ECL $NUE $ABT $NEE

$209M

54 positions

#8Osprey Private Wealth LLCPassive

Some overlap · 5 shared positions

$PEP $ECL $MCD $NEE $PGR

$387M

88 positions

#9Marble Harbor Investment Counsel, LLCActive

Some overlap · 5 shared positions

$PEP $ECL $MCD $ABT $PGR

$984M

200 positions

#10Coston, McIsaac & PartnersPassive

Some overlap · 5 shared positions

$PEP $DOV $MCD $MO $NEE

$497M

948 positions

#11Mayflower Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$PEP $DOV $MCD $MO $NEE

$1.2B

499 positions

#12Schrum Private Wealth Management LLCPassive

Some overlap · 5 shared positions

$PEP $DOV $MCD $ABT $NEE

$97M

109 positions

#13WENDELL DAVID ASSOCIATES INCActive

Some overlap · 5 shared positions

$PEP $ECL $MCD $ABT $NEE

$947M

155 positions

#14Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 5 shared positions

$PEP $KLAC $NUE $SLV $PWR

$125M

365 positions

#15BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$PEP $DOV $MCD $MO $NEE

$791M

140 positions

#16MJT & Associates Financial Advisory Group, Inc.Active

Some overlap · 5 shared positions

$PEP $MCD $MGEE $KLAC $NEE

$151M

465 positions

#17HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$PEP $MCD $MO $ABT $PGR

$252M

43 positions

#18Bath Savings Trust CoActive

Some overlap · 5 shared positions

$ECL $PEP $MCD $ABT $NEE

$965M

177 positions

#19FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$PEP $ECL $ABT $NEE $PGR

$1.3B

159 positions

#20Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$PEP $KLAC $PWR $ABT $NEE

$1.6B

184 positions

#21Sky Investment Group LLCPassive

Some overlap · 4 shared positions

$PEP $ECL $MCD $ABT

$637M

146 positions

#22KANAWHA CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$PEP $ECL $MCD $ABT

$1.5B

228 positions

#23Optimist Retirement Group LLCActive

Some overlap · 4 shared positions

$PEP $KLAC $MCD $MO

$259M

118 positions

#24Newman Dignan & Sheerar, Inc.Passive

Some overlap · 5 shared positions

$KLAC $PEP $PWR $MCD $NEE

$523M

197 positions

#25Shoker Investment Counsel, Inc.Active

Some overlap · 4 shared positions

$PEP $KLAC $MCD $MO

$398M

113 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.