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Hedge Funds Similar to McLean Asset

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

McLean Asset Management Corp is an institutional investor managing $757M across 181 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 McLean Asset are Ayrshire, Freedom Day Solutions, Rench Wealth, with shared positions in $AJG, $KLAC, $MS, $ASML, $SO, $COF. The full ranking of 25 similar funds is below.

#1Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$AJG$KLAC$MS
$214M
50 positions
#2Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$AJG$KLAC$ASML$MS
$452M
134 positions
#3Rench Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AJG$ASML$SO
$372M
67 positions
#4EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AJG$ASML$COF$MS
$32.7B
56 positions
#5CENTRAL SECURITIES CORPActive
Some overlap · 3 shared positions
$AJG$AXP$COF
$1.3B
29 positions
#6Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$AJG$MS$CSX
$767M
72 positions
#7Cane Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AJG$ASML$AXP
$253M
133 positions
#8Chico Wealth RIASmart money
Some overlap · 3 shared positions
$AJG$KLAC$COF
$192M
49 positions
#9CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$AJG$AXP$MS
$4.2B
299 positions
#10TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$AJG$KLAC$AXP
$211M
127 positions
#11Thomasville National BankPassive
Some overlap · 4 shared positions
$AJG$ASML$SO$AXP
$1.8B
241 positions
#12Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$ASML$AXP$MS$COF
$595M
164 positions
#13Jackson Wealth Management, LLCActive
Some overlap · 4 shared positions
$AJG$KLAC$AMP$AXP
$170M
86 positions
#14BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 3 shared positions
$AJG$KLAC$ASML
$1.5B
234 positions
#15Lebenthal Global Advisors, LLCPassive
Slight overlap · 5 shared positions
$KLAC$SO$AXP$AMP$CSX
$741M
204 positions
#16Clifford Group, LLCSmart money
Slight overlap · 4 shared positions
$AJG$KLAC$AXP$MS
$145M
86 positions
#17Elwood & Goetz Wealth Advisory Group, LLCActive
Slight overlap · 5 shared positions
$ASML$KLAC$SO$AXP$MS
$676M
148 positions
#18Leisure Capital ManagementActive
Slight overlap · 4 shared positions
$KLAC$FSLR$AXP$AMP
$320M
157 positions
#19Alaethes Wealth, LLCPassive
Slight overlap · 4 shared positions
$KLAC$ASML$SO$MS
$345M
111 positions
#20BANK OF STOCKTONActive
Slight overlap · 4 shared positions
$KLAC$ASML$AXP$MS
$356M
126 positions
#21Miller Capital Partners, Inc.Active
Slight overlap · 4 shared positions
$KLAC$ASML$AXP$CSX
$257M
258 positions
#22Karani Asset Management LLCPassive
Slight overlap · 4 shared positions
$KLAC$ASML$AXP$MS
$139M
57 positions
#23S Harris Financial Group, LLCActive
Slight overlap · 4 shared positions
$KLAC$ASML$MS$COF
$129M
124 positions
#24NVWM, LLCPassive
Slight overlap · 4 shared positions
$KLAC$ASML$AXP$MS
$496M
780 positions
#25Hilltop National BankPassive
Slight overlap · 4 shared positions
$KLAC$SO$AXP$AMP
$468M
805 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.