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 McHugh Group

13F Portfolio OverlapQ2 2026McHugh Group portfolio →

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Most similar hedge funds by 13F overlap

McHugh Group, LLC is an institutional investor managing $196M across 86 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 McHugh Group are Accretive Wealth Partners, Marble Harbor Investment Counsel, GREAT LAKES ADVISORS, with shared positions in $PGR, $MCD, $WFC, $TDG, $BLK, $PH. The full ranking of 25 similar funds is below.

#1Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$PGR $MCD $WFC $TDG $BLK

$412M

181 positions

#2Marble Harbor Investment Counsel, LLCActive

Some overlap · 4 shared positions

$PH $WFC $PGR $MCD

$984M

200 positions

#3GREAT LAKES ADVISORS, LLCPassive

Some overlap · 6 shared positions

$PH $WFC $BLK $LIN $BA $DAL

$13.1B

825 positions

#4Evansbrook LLCActive

Some overlap · 6 shared positions

$PH $WFC $MCD $BLK $NEE $ASML

$168M

127 positions

#5Shepherd Street Advisors LLCPassive

Some overlap · 5 shared positions

$PH $WFC $BLK $LIN $BA

$114M

86 positions

#6BANK OF STOCKTONActive

Some overlap · 4 shared positions

$PH $WFC $PGR $ASML

$356M

126 positions

#7McGlone Suttner Wealth Management, Inc.Active

Some overlap · 4 shared positions

$PH $WFC $MCD $BLK

$852M

196 positions

#8Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$PH $MCD $BLK $LIN $NEE

$686M

532 positions

#9BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$PGR $WFC $PH $BLK

$8.2B

401 positions

#10Lineweaver Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$PGR $MCD $BLK $NEE $ASML

$845M

182 positions

#11CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 7 shared positions

$YMM $BLK $MRVL $LIN $NEE $CEG

$78M

44 positions

#12S-Bank Fund Management LtdPassive

Some overlap · 4 shared positions

$WFC $PH $MCD $NEE

$736M

249 positions

#13Baird Financial Group, Inc.Passive

Some overlap · 3 shared positions

$PH $PGR $WFC

$72.7B

1,924 positions

#14Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MCD $PH $PGR $BLK

$1.9B

515 positions

#15Temasek Holdings (Private) LtdActive

Some overlap · 6 shared positions

$TDG $BLK $MRVL $WFC $LIN $ASML

$37.3B

196 positions

#16Sandro Wealth Management LLCPassive

Some overlap · 5 shared positions

$PH $MCD $LIN $NEE $ASML

$138M

103 positions

#17Longview Financial Advisors LLCActive

Some overlap · 4 shared positions

$PH $WFC $TDG $BLK

$202M

150 positions

#18First Long Island Investors, LLCActive

Some overlap · 4 shared positions

$PH $MCD $BLK $NEE

$1.4B

73 positions

#19Tempo Wealth, LLCPassive

Some overlap · 4 shared positions

$PH $PGR $BLK $MRVL

$675M

237 positions

#20SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$PH $WFC $MRVL $ASML

$255M

144 positions

#21MeadowBrook Investment Advisors LLCPassive

Some overlap · 5 shared positions

$WFC $BLK $MRVL $LIN $BA

$126M

196 positions

#22FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 5 shared positions

$PGR $MCD $LIN $NEE $ASML

$1.7B

208 positions

#23UMB Bank, n.a.Passive

Some overlap · 5 shared positions

$PGR $BLK $MCD $LIN $NEE

$7.9B

2,303 positions

#24Umpqua BankPassive

Some overlap · 4 shared positions

$PH $MCD $BLK $ASML

$446M

165 positions

#25Osprey Private Wealth LLCPassive

Some overlap · 4 shared positions

$PGR $MCD $BLK $NEE

$387M

88 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.