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Hedge Funds Similar to Measured Wealth Private Client Group

13F Portfolio OverlapQ2 2026Measured Wealth Private Client Group portfolio →
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Most similar hedge funds by 13F overlap

Measured Wealth Private Client Group, LLC is an institutional investor managing $414M across 723 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 Measured Wealth Private Client Group are LEUTHOLD GROUP, MASTERS, Catherine Avery Investment, with shared positions in $UPS, $C, $FLEX, $EME, $CAH, $GTX. The full ranking of 25 similar funds is below.

#1LEUTHOLD GROUP, LLCPassive
Some overlap · 9 shared positions
$UPS$C$FLEX$EME$CAH$GTX
$995M
237 positions
#2MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$C$BMY
$3.9B
80 positions
#3Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$UPS$C$BMY$ES
$229M
166 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$C$ES
$233M
122 positions
#5Miller Financial Services LLCPassive
Some overlap · 3 shared positions
$UPS$BMY$MO
$124M
142 positions
#6EDMP, INC.Passive
Some overlap · 6 shared positions
$C$BMY$ES$MO$OHI$MGA
$124M
70 positions
#7FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$YMM$EME$CAH$APH
$490M
188 positions
#8COOKSON PEIRCE & CO INCPassive
Some overlap · 7 shared positions
$C$FLEX$EME$CAH$B$JBL
$3.0B
317 positions
#9CLIFFORD CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$UPS$CAH$HWC
$727M
43 positions
#10MILLER VALUE PARTNERS, LLCActive
Some overlap · 3 shared positions
$UPS$BMY$BFH
$423M
56 positions
#11Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$YMM$C$MO
$241M
215 positions
#12VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$UPS$BMY$CM
$214M
61 positions
#13San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$MO$APH
$665M
187 positions
#14Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$UPS$BMY$MO
$388M
39 positions
#15ForthRight Wealth Management, LLCActive
Some overlap · 3 shared positions
$UPS$YMM$JBL
$391M
76 positions
#16RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPS$BMY$MO
$2.4B
181 positions
#17Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$UPS$C$MO
$181M
81 positions
#18Virginia Estate & Retirement Planning Advisors Inc.Active
Some overlap · 3 shared positions
$YMM$MO$C
$83M
186 positions
#19OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$UPS$BMY$ES$CAH
$2.7B
54 positions
#20BCWM, LLCPassive
Some overlap · 3 shared positions
$UPS$BMY$MO
$342M
57 positions
#21Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$BMY$B
$288M
82 positions
#22KLCM Advisors, Inc.Active
Some overlap · 3 shared positions
$UPS$C$BMY
$1.3B
299 positions
#23MRA Advisory GroupPassive
Some overlap · 5 shared positions
$C$BMY$MO$APH$BTSG
$276M
159 positions
#24Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$UPS$C$MO
$10.2B
208 positions
#25Bauman Advisory Group, LLCActive
Some overlap · 3 shared positions
$UPS$C$FLEX
$189M
81 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.