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Hedge Funds Similar to McNamara Financial Services

13F Portfolio OverlapQ2 2026McNamara Financial Services portfolio →
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Most similar hedge funds by 13F overlap

McNamara Financial Services, Inc. is an institutional investor managing $580M across 104 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 McNamara Financial Services are Aspex (HK) Ltd, Greystone Financial Group, Nicholson Wealth Group, with shared positions in $SNPS, $NU, $TER, $TXN, $MS, $ADI. The full ranking of 25 similar funds is below.

#1Aspex Management (HK) LtdActive
Some overlap · 3 shared positions
$SNPS$NU$TER
$8.9B
27 positions
#2Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$TXN$MS
$358M
74 positions
#3Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$TXN$ADI$PEP$TT$CL
$170M
111 positions
#4CAPITAL ADVISORS INC/OKActive
Some overlap · 3 shared positions
$PEP$TXN$MS
$6.8B
374 positions
#5Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$SNPS$ADI$TER
$92M
57 positions
#6Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SNPS$ADI$MS
$481M
125 positions
#7MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$PEP$TXN$MS
$1.2B
106 positions
#8Nearwater Capital Markets, LtdActive
Some overlap · 4 shared positions
$SNPS$TXN$MS$TER
$5.8B
100 positions
#9POTOMAC FUND MANAGEMENT INC /ADVSmart money
Some overlap · 3 shared positions
$SNPS$ADI$PEP
$4.0B
109 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TXN$PEP$MS$TT
$467M
118 positions
#11ROCKLAND TRUST COPassive
Some overlap · 4 shared positions
$PEP$TXN$MS$CL
$2.5B
317 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PEP$TXN$MS$CL
$499M
73 positions
#13Phraction Management LLCActive
Some overlap · 4 shared positions
$ADI$TXN$SNPS$PEP
$596M
66 positions
#14Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$PEP$TXN$ADI
$155M
107 positions
#15GDS Wealth ManagementPassive
Some overlap · 3 shared positions
$TT$SNPS$ADI
$2.1B
232 positions
#16Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$TT$PEP$MS
$253M
63 positions
#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PEP$ADI$TXN
$1.3B
99 positions
#18Robinswood Financial LLCPassive
Some overlap · 3 shared positions
$SNPS$MS$PEP
$349M
435 positions
#19LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$PEP$TT$CL
$273M
104 positions
#20NZS Capital, LLCActive
Some overlap · 3 shared positions
$TT$TXN$NU
$3.9B
61 positions
#21Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$ADI$TXN$TER
$43.9B
1,133 positions
#22VAN ECK ASSOCIATES CORPActive
Some overlap · 4 shared positions
$ADI$TXN$SNPS$TER
$164.1B
1,337 positions
#23Telemark Asset Management, LLCActive
Some overlap · 3 shared positions
$ADI$TER$TXN
$1.4B
57 positions
#24Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$PEP$TT$ADI
$113M
58 positions
#25Partnership Wealth Management, LLCActive
Some overlap · 3 shared positions
$TT$PEP$CL
$148M
67 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.