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Hedge Funds Similar to McGlone Suttner Wealth

13F Portfolio OverlapQ3 2026McGlone Suttner Wealth portfolio →
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Most similar hedge funds by 13F overlap

McGlone Suttner Wealth Management, Inc. is an institutional investor managing $861M across 200 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to McGlone Suttner Wealth are ZACKS INVESTMENT, MORGAN DEMPSEY, WealthPoint Financial, with shared positions in $PH, $MET, $PM, $BNY, $EME, $BLK. The full ranking of 25 similar funds is below.

#1ZACKS INVESTMENT MANAGEMENTPassive
Notable overlap · 9 shared positions
$PH$MET$PM$BNY$EME$BLK
$14.1B
724 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$GD$PM$WEC$WFC$MCD$PFH
$233M
122 positions
#3WealthPoint Financial, LLCPassive
Some overlap · 7 shared positions
$PH$PM$BNY$BLK$PFH$MET
$137M
126 positions
#4Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PM$WFC$MCD$PFH$USB$DELL
$334M
127 positions
#5WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 7 shared positions
$PH$WFC$PM$MET$BNY$BLK
$254M
200 positions
#6Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PH$PM$WEC$BLK$USB
$856M
89 positions
#7InvesTrustPassive
Some overlap · 5 shared positions
$MET$PM$WFC$MCD$USB
$247M
91 positions
#8Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$MET$PM$WFC$MCD$USB
$116M
65 positions
#9CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$MET$PM$WFC$PFH$USB
$3.3B
229 positions
#10First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$PH$PM$MCD$BLK$USB
$1.4B
73 positions
#11ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$GD$BNY$PM$WFC$BLK
$1.5B
282 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$GD$PM$WFC$MCD$BLK
$412M
181 positions
#13LORD, ABBETT & CO. LLCPassive
Some overlap · 6 shared positions
$PH$EME$WFC$PM$DELL$BNY
$34.9B
558 positions
#14DCM Advisors, LLCActive
Some overlap · 5 shared positions
$PM$CSX$WFC$MCD$DELL
$253M
38 positions
#15CONNING INC.Passive
Some overlap · 5 shared positions
$GD$BNY$MCD$BLK$USB
$3.3B
327 positions
#16Citadel Investment Advisory, Inc.Active
Some overlap · 5 shared positions
$GD$PM$MCD$CSX$WFC
$218M
76 positions
#17Unique Wealth Strategies, LLCPassive
Some overlap · 5 shared positions
$GD$PM$BNY$DELL$WFC
$273M
222 positions
#18MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$GD$WEC$MCD$BLK$USB
$277M
147 positions
#19REAP Financial Group, LLCActive
Some overlap · 7 shared positions
$PH$DELL$MET$BNY$BLK$PM
$586M
542 positions
#20MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 4 shared positions
$PH$GD$CSX$WEC
$343M
85 positions
#21SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PH$GD$CSX$WFC
$254M
141 positions
#22Omnitrust Wealth Management, Inc
Some overlap · 4 shared positions
$PH$BNY$PM$WFC
$77M
64 positions
#23AMICA MUTUAL INSURANCE COActive
Some overlap · 4 shared positions
$PH$GD$PM$MCD
$1.2B
142 positions
#24Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$PH$GD$CSX$MCD
$110M
55 positions
#25ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$GD$WFC$BLK$DELL$BNY
$129M
106 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.