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Hedge Funds Similar to McDonough

13F Portfolio OverlapQ2 2026McDonough portfolio →
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Most similar hedge funds by 13F overlap

McDonough Capital Management, Inc is an institutional investor managing $200M across 52 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 McDonough are LITTLEJOHN FINANCIAL SERVICES, Stillwater Wealth Group, Fox Hill Wealth, with shared positions in $WM, $PLTR, $NOC, $LMT, $NEE, $DUK. The full ranking of 25 similar funds is below.

#1LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$WM$PLTR$NOC
$138M
71 positions
#2Stillwater Wealth Management Group
Some overlap · 4 shared positions
$WM$LMT$NEE$NOC
$162M
77 positions
#3Fox Hill Wealth ManagementPassive
Some overlap · 7 shared positions
$PLTR$LMT$NOC$NEE$DUK$WEC
$249M
120 positions
#4M3 Wealth Management, LLCActive
Some overlap · 3 shared positions
$WM$LMT$NEE
$154M
35 positions
#5Stack Financial Management, IncActive
Some overlap · 5 shared positions
$WM$LMT$NEE$DUK$AEP
$1.3B
54 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$WM$LMT$NEE
$529M
75 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$WM$NOC$LMT$NEE
$227M
73 positions
#8O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$WM$LMT$NOC
$125M
61 positions
#9HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$WM$LMT$NEE$DUK
$321M
107 positions
#10OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$WM$NEE$LMT
$183M
31 positions
#11Purus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$PLTR$LMT$NOC$ANET
$363M
171 positions
#12Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$WM$LMT$DUK$AEP
$199M
38 positions
#13Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$WM$LMT$NEE
$327M
94 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$WM$LMT$DUK$CRWD
$358M
74 positions
#15Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$WM$LMT$ANET
$894M
60 positions
#16InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PLTR$WM$NEE$DUK
$202M
110 positions
#17SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$WM$PLTR$ANET$AEP
$125M
51 positions
#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WM$LMT$DUK$AEP$CRWD
$213M
124 positions
#19MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 5 shared positions
$LMT$PLTR$NEE$DUK$CRWD
$314M
163 positions
#20Rydar Equities, Inc.Passive
Some overlap · 4 shared positions
$WM$PLTR$LMT$CRWD
$178M
107 positions
#21IAM Advisory, LLCActive
Some overlap · 5 shared positions
$WM$LMT$NOC$PLTR$VRT
$513M
107 positions
#22Themes Management Co LLCPassive
Some overlap · 5 shared positions
$LMT$NOC$PLTR$DUK$AEP
$151M
120 positions
#23LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$WM$NOC$DUK$PLD
$1.0B
154 positions
#24HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$WM$NEE$DUK$WEC
$410M
53 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WM$LMT$DUK$CRWD
$297M
103 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.