Hedge Funds Similar to McAdam

13F Portfolio OverlapQ2 2026McAdam portfolio →

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Most similar hedge funds by 13F overlap

McAdam, LLC is an institutional investor managing $2.6B across 519 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 McAdam are Kure Advisory, Harvest Investment Advisors, Verity & Verity, with shared positions in $STT, $PECO, $PLTR, $GILD, $UPS, $ET. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive

Some overlap · 3 shared positions

$STT $PECO $PLTR

$211M

62 positions

#2Harvest Investment Advisors, LLCActive

Some overlap · 3 shared positions

$STT $GILD $UPS

$202M

58 positions

#3Verity & Verity, LLCActive

Some overlap · 3 shared positions

$STT $GILD $UPS

$1.5B

138 positions

#4True Vision MN LLC

Some overlap · 3 shared positions

$STT $GILD $PLTR

$194M

98 positions

#5Altrius Capital Management IncPassive

Some overlap · 3 shared positions

$STT $GILD $UPS

$526M

89 positions

#6MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$3.8B

152 positions

#7Centennial Bank/AR/Passive

Some overlap · 3 shared positions

$311M

341 positions

#8Stonebrook Private Inc.Passive

Some overlap · 3 shared positions

$548M

271 positions

#9TOEWS CORP /ADVActive

Some overlap · 3 shared positions

$STT $MPC $PLTR

$686M

151 positions

#10Copia Wealth Management

Some overlap · 3 shared positions

$166M

570 positions

#11Moss Adams Wealth Advisors LLCSmart money

Some overlap · 3 shared positions

$1.6B

307 positions

#12Convergence Financial, LLCPassive

Some overlap · 3 shared positions

$STT $MPC $PLTR

$1.3B

272 positions

#13INVENIO WEALTH PARTNERS LLCActive

Some overlap · 3 shared positions

$279M

89 positions

#14PSI Advisors, LLCActive

Some overlap · 3 shared positions

$430M

151 positions

#15Atlas Private Wealth AdvisorsActive

Some overlap · 3 shared positions

$STT $PLTR $AXP

$457M

139 positions

#16Bannerstone Capital Management, LLCPassive

Some overlap · 3 shared positions

$STT $AXP $PLTR

$119M

113 positions

#17Stonebridge Capital Advisors LLCPassive

Some overlap · 3 shared positions

$STT $GILD $UPS

$1.6B

215 positions

#18WASHINGTON GROWTH STRATEGIES LLCActive

Slight overlap · 3 shared positions

$STT $GILD $PLTR

$180M

62 positions

#19CapWealth Advisors, LLCActive

Slight overlap · 4 shared positions

$GILD $UPS $PLTR $LUMN

$1.5B

118 positions

#20CERTIOR FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$PECO $GILD $PLTR

$183M

146 positions

#21Brio Consultants, LLCActive

Slight overlap · 3 shared positions

$853M

164 positions

#22Atlanta Consulting Group Advisors, LLCActive

Slight overlap · 3 shared positions

$631M

185 positions

#23Cornerstone National Bank & Trust CoActive

Slight overlap · 3 shared positions

$STT $PLTR $GILD

$296M

216 positions

#24FORTERIS WEALTH MANAGEMENT INC.Passive

Slight overlap · 3 shared positions

$GILD $UPS $MPC

$122M

69 positions

#25DB&C Advisors, LLCPassive

Slight overlap · 3 shared positions

$GILD $UPS $PLTR

$92M

76 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.