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Hedge Funds Similar to MFA Wealth Services

13F Portfolio OverlapQ2 2026MFA Wealth Services portfolio →
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Most similar hedge funds by 13F overlap

MFA Wealth Services is an institutional investor managing $167M across 134 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 Services are R.H. Investment Group, Richwood Investment Advisors, Martin Partners, with shared positions in $AMGN, $WFC, $UNP, $MCD, $AXP, $ETN. The full ranking of 25 similar funds is below.

#1R.H. Investment Group, LLCActive
Notable overlap · 4 shared positions
$AMGN$WFC$UNP$MCD
$133M
47 positions
#2Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$AXP$AMGN$WFC$ETN$C$MCD
$142M
106 positions
#3Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$ASML$UNP$O
$272M
72 positions
#4Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$AMGN$WFC$O$MCD$BX$C
$223M
81 positions
#5FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$AMGN$ETN$C$MCD$UNP$BX
$5.3B
210 positions
#6Papamarkou Wellner Asset Management inc.Passive
Some overlap · 6 shared positions
$ASML$GILD$ETN$MCD$BX$UNP
$159M
75 positions
#7Canal Capital Management, LLCPassive
Some overlap · 6 shared positions
$ASML$AMGN$UNP$O$BX$ETN
$819M
220 positions
#8Bayesian Capital Management, LPPassive
Some overlap · 6 shared positions
$WFC$ASML$C$AXP$GILD$MCD
$156M
223 positions
#9JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$AMGN$UNP$BX$C$MCD
$593M
122 positions
#10Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ASML$AMGN$ETN$UNP$MCD
$170M
61 positions
#11Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$ETN$WFC$C$UNP$BNY$AMGN
$739M
344 positions
#12ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$ASML$AMGN$WFC$ETN$BX
$2.8B
914 positions
#13Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$ETN$AMGN$UNP$MCD$BNY$WFC
$108M
52 positions
#14GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$WFC$ASML$AXP$BX$C
$949M
245 positions
#15Hofer & Associates. IncActive
Some overlap · 6 shared positions
$AMGN$BNY$BX$GILD$AXP$MCD
$207M
70 positions
#16Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$ASML$ETN$C$UNP$WFC
$72M
52 positions
#17Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$AMGN$WFC$MCD$ETN
$116M
65 positions
#18guardian investment managementActive
Some overlap · 4 shared positions
$AMGN$AXP$BX$C
$155M
60 positions
#19HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$AMGN$UNP$MCD$BNY$O
$363M
92 positions
#20Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$AXP$UNP$MCD$BNY$AMGN$C
$87M
113 positions
#21BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AMGN$ASML$BX$AXP
$247M
74 positions
#22MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$WFC$BNY
$1.2B
106 positions
#23Integras Partners LLCPassive
Some overlap · 3 shared positions
$AMGN$GILD$MCD
$181M
100 positions
#24North Forty Two & Co.Passive
Some overlap · 4 shared positions
$AMGN$WFC$GILD$UNP
$118M
104 positions
#25BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$ASML$ETN$AXP$UNP$BX
$4.1B
151 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.