Hedge Funds Similar to MEMBERS WEALTH

13F Portfolio OverlapQ2 2026MEMBERS WEALTH portfolio →

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Most similar hedge funds by 13F overlap

MEMBERS WEALTH LLC is an institutional investor managing $182M across 120 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 MEMBERS WEALTH are PROSPERITY BANCSHARES, CWS Financial Advisors, SIGMA INVESTMENT COUNSELORS, with shared positions in $LAZ, $MDY, $BA, $SYK, $SO, $CRWD. The full ranking of 25 similar funds is below.

#1PROSPERITY BANCSHARES INCPassive

Some overlap · 3 shared positions

$153M

450 positions

#2CWS Financial Advisors, LLCActive

Some overlap · 3 shared positions

$451M

171 positions

#3SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 3 shared positions

$SYK $CRWD $LOW

$2.1B

218 positions

#4ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$248M

96 positions

#5Kampmann Melissa S.Active

Some overlap · 3 shared positions

$132M

44 positions

#6Trivant Custom Portfolio Group, LLCPassive

Some overlap · 3 shared positions

$SYK $CRWD $LOW

$188M

82 positions

#7TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 3 shared positions

$238M

118 positions

#8Harbour Trust & Investment Management CoActive

Some overlap · 3 shared positions

$1.0B

160 positions

#9FIRST MERCHANTS CORPActive

Some overlap · 3 shared positions

$2.8B

361 positions

#10PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$209M

54 positions

#11First Financial Bank - Trust DivisionActive

Some overlap · 3 shared positions

$1.4B

208 positions

#12FCA CORP /TXPassive

Some overlap · 3 shared positions

$406M

203 positions

#13Stone Summit Wealth LLCPassive

Some overlap · 3 shared positions

$394M

144 positions

#14Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$SO $CRWD $LOW $BA

$251M

74 positions

#15Bank of New HampshirePassive

Slight overlap · 3 shared positions

$479M

537 positions

#16Meridian Financial Advisors, LLCPassive

Slight overlap · 4 shared positions

$CRWD $MDY $SO $SYK

$208M

146 positions

#17Pegasus Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$351M

75 positions

#18CAPITAL ADVISORS INC/OKActive

Slight overlap · 3 shared positions

$6.8B

374 positions

#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Slight overlap · 3 shared positions

$152M

84 positions

#20Longview Financial Advisors LLCActive

Slight overlap · 4 shared positions

$CRWD $MDY $RBA $SYK

$202M

150 positions

#21Harold Davidson & Associates Inc.Active

Slight overlap · 3 shared positions

$SYK $CRWD $LOW

$231M

59 positions

#22LYNCH & ASSOCIATES/INPassive

Slight overlap · 3 shared positions

$573M

129 positions

#23Baltimore-Washington Financial Advisors, Inc.Passive

Slight overlap · 4 shared positions

$SO $CRWD $SYK $MDY

$2.7B

206 positions

#24Mystic Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$468M

225 positions

#25Coordinated Financial Services, Inc.

Slight overlap · 3 shared positions

$174M

176 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.