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Hedge Funds Similar to MFA WEALTH ADVISORS

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

MFA WEALTH ADVISORS, LLC is an institutional investor managing $587M across 99 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 MFA WEALTH ADVISORS are VESTOR, Bradley & Private Wealth, Lionhunter, with shared positions in $AXP, $CEG, $SJM, $IAU, $NEE, $BA. The full ranking of 25 similar funds is below.

#1VESTOR CAPITAL, LLCActive
Notable overlap · 3 shared positions
$AXP$CEG$SJM
$486M
276 positions
#2Bradley & Co. Private Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AXP$IAU$NEE$BA
$210M
221 positions
#3Lionhunter Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BA$CEG$AXP$NEE
$222M
109 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AXP$DUK$KLAC$TJX$SPG$CRWD
$297M
103 positions
#5Maj Invest Holding A/SActive
Some overlap · 3 shared positions
$AXP$NEM$QCOM
$2.2B
40 positions
#6Kassira Wealth Management LLCPassive
Some overlap · 3 shared positions
$BA$CEG$DUK
$125M
64 positions
#7Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$AXP$DUK$TJX
$20.0B
154 positions
#8Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$AXP$CRH$QCOM$SYY
$968M
178 positions
#9TORRAY LLCActive
Some overlap · 5 shared positions
$CEG$KLAC$NEE$NOW$PLD
$741M
91 positions
#10Themes Management Co LLCPassive
Some overlap · 3 shared positions
$BA$CEG$DUK
$151M
120 positions
#11NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 3 shared positions
$AXP$QCOM$NEE
$832M
124 positions
#12OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$BA$IAU$NEM$QCOM
$391M
111 positions
#13Town Capital LLCActive
Some overlap · 3 shared positions
$CEG$IAU$NEE
$158M
75 positions
#14MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CEG$KLAC$TJX
$659M
150 positions
#15Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$BA$IAU$QCOM$NEE
$508M
137 positions
#16Constitution Capital LLCActive
Some overlap · 4 shared positions
$AXP$DUK$SYY$NEE
$195M
62 positions
#17STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$BA$QCOM$SJM$TJX$SPG
$2.6B
193 positions
#18Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$AXP$DUK$BA$QCOM
$228M
103 positions
#19ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$CRH$BA$NEM
$2.3B
181 positions
#20LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$AXP$DUK$SPG$CRWD
$213M
124 positions
#21Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$BA$NEM$QCOM$SPG
$1.1B
34 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$IAU$TJX$NEE
$710M
193 positions
#23VectorGlobal IAG, Inc.
Some overlap · 3 shared positions
$AXP$CEG$NEM
$385M
134 positions
#24Capital Markets Trading UK LLPActive
Some overlap · 5 shared positions
$BA$NEM$KLAC$QCOM$CRWD
$10.4B
351 positions
#25FRG Family Wealth Advisors LLC
Some overlap · 3 shared positions
$BA$KLAC$CEG
$611M
156 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.