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Hedge Funds Similar to McIlrath & Eck

13F Portfolio OverlapQ1 2026McIlrath & Eck portfolio →
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Most similar hedge funds by 13F overlap

McIlrath & Eck, LLC is an institutional investor managing $1.3B across 1,645 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to McIlrath & Eck are Robinswood Financial, North Ridge Wealth Advisors, Trust Co, with shared positions in $SNPS, $PCAR, $BA, $SBUX, $MCD, $AXP. The full ranking of 25 similar funds is below.

#1Robinswood Financial LLCPassive
Notable overlap · 5 shared positions
$SNPS$PCAR$BA$SBUX$MCD
$349M
435 positions
#2North Ridge Wealth Advisors, Inc.
Notable overlap · 4 shared positions
$SNPS$BA$AXP$SBUX
$178M
193 positions
#3Trust CoActive
Notable overlap · 3 shared positions
$SNPS$WM$MCD
$1.1B
908 positions
#4POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 3 shared positions
$SNPS$WM$MCD
$4.0B
109 positions
#5Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$SNPS$MCD$MDY$WM
$160M
82 positions
#6REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$SNPS$AXP$MCD
$371M
76 positions
#7BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$SLV$MDY
$863M
111 positions
#8Betterment LLCActive
Notable overlap · 3 shared positions
$SNPS$SLV$SIVR
$59.1B
675 positions
#9Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$SNPS$BA$SBUX
$562M
973 positions
#10Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 3 shared positions
$SNPS$BA$SBUX
$616M
1,040 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$SNPS$WM$AXP$SBUX$MCD$AMGN
$358M
74 positions
#12LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$PHYS$MCD
$166M
274 positions
#13Global Wealth Management, LLCActive
Some overlap · 3 shared positions
$SIVR$SLV$AMGN
$196M
47 positions
#14Tradewinds Capital Management, LLCPassive
Some overlap · 3 shared positions
$SIVR$SBUX$MCD
$563M
715 positions
#15LAM GROUP, INC.Active
Some overlap · 5 shared positions
$SNPS$BA$MDY$AMGN$MCD
$201M
139 positions
#16Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$SNPS$SBUX$MDY$BA
$294M
600 positions
#17Sustainable Growth Advisers, LPActive
Some overlap · 3 shared positions
$SNPS$WM$AXP
$10.2B
47 positions
#18Apeiron RIA LLCActive
Some overlap · 3 shared positions
$SIVR$MDY$AMGN
$390M
162 positions
#19ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$SNPS$BA$EPD
$99M
22 positions
#20Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$SIVR$SLV$MCD$MDY
$309M
142 positions
#21CLUNE & ASSOCIATES, LTD.Active
Some overlap · 4 shared positions
$SNPS$WM$MCD$MDY
$661M
170 positions
#22CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 3 shared positions
$SNPS$MCD$AMGN
$1.2B
203 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SNPS$WM$BA$SBUX$AMGN
$124M
100 positions
#24Mission Creek Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$SIVR$WM$AMGN
$569M
231 positions
#25Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$SNPS$EPD$MDY
$310M
144 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.