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Hedge Funds Similar to MELFA WEALTH

13F Portfolio OverlapQ2 2026MELFA WEALTH portfolio →
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Most similar hedge funds by 13F overlap

MELFA WEALTH MANAGEMENT, INC. is an institutional investor managing $185M across 196 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 MELFA WEALTH are ROBINSON, Rareview, RIVERNORTH, with shared positions in $MHD, $MYI, $PMO, $MQY, $MFM, $NBH. The full ranking of 25 similar funds is below.

#1ROBINSON CAPITAL MANAGEMENT, LLCActive
Substantial overlap · 14 shared positions
$MHD$MYI$PMO$MQY$MFM$NBH
$226M
100 positions
#2Rareview Capital LLCActive
Notable overlap · 10 shared positions
$MHD$MYI$MQY$NBH$EIM$MUC
$179M
51 positions
#3RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 10 shared positions
$MHD$MYI$MQY$PCQ$PML$MMU
$2.1B
585 positions
#4Karpus Management, Inc.Passive
Notable overlap · 9 shared positions
$MHD$MYI$MUC$MQY$BKT$KTF
$3.5B
233 positions
#5Professional Financial Management, Inc.Active
Notable overlap · 5 shared positions
$MHD$MYI$NBH$PCQ$PNI
$99M
24 positions
#6INTEGRATED CAPITAL MANAGEMENT, INC.Active
Notable overlap · 6 shared positions
$MHD$PMO$NBH$MFM$PML$MMU
$143M
57 positions
#7Ackerman Capital Advisors, LLCActive
Some overlap · 7 shared positions
$MHD$NBH$MMU$EOT$MYI$PCQ
$497M
120 positions
#8Worthington Financial Partners, LLCPassive
Some overlap · 4 shared positions
$PMO$NBH$NVG$PML
$121M
99 positions
#9Compass Financial Group, INC/SDSmart money
Some overlap · 4 shared positions
$MHD$MQY$MMU$NVG
$872M
119 positions
#10Atala Financial IncPassive
Some overlap · 3 shared positions
$MHD$MUC$NBH
$165M
121 positions
#11Whipplewood Advisors, LLCPassive
Some overlap · 4 shared positions
$EVN$NVG$PML$VKI
$149M
636 positions
#12Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MQY$NVG$MHD$MUA$PML
$3.5B
955 positions
#131607 Capital Partners, LLCActive
Some overlap · 5 shared positions
$NBH$EOT$MMU$KTF$JFR
$1.1B
141 positions
#14Almitas Capital LLCActive
Some overlap · 4 shared positions
$PCQ$MFM$PNI$JFR
$417M
130 positions
#15Closed-End Fund Advisors, Inc.Passive
Some overlap · 3 shared positions
$MFM$PNI$PCQ
$102M
163 positions
#16SIT INVESTMENT ASSOCIATES INCPassive
Some overlap · 4 shared positions
$BKT$BHK$KTF$EVV
$5.3B
521 positions
#17Congress Park Capital LLCPassive
Some overlap · 3 shared positions
$NVG$MQY$JFR
$370M
134 positions
#18Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$MHD$MYI$MMU
$204M
67 positions
#19ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$MHD$MMU$JFR
$177M
81 positions
#20Matisse CapitalPassive
Some overlap · 3 shared positions
$PCQ$PNI$JFR
$250M
158 positions
#21CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$MQY$EIM$NBH
$234M
140 positions
#22CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Slight overlap · 9 shared positions
$MQY$MYI$MHD$MUC$PML$MMU
$1.7B
80 positions
#23KENNEDY INVESTMENT GROUPPassive
Slight overlap · 3 shared positions
$NVG$C$EVV
$295M
146 positions
#24Logan Stone Capital, LLCActive
Slight overlap · 3 shared positions
$PCQ$MFM$PNI
$473M
155 positions
#25Noble Wealth Management PBCPassive
Slight overlap · 3 shared positions
$MUA$PMO$MHD
$223M
778 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.