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Hedge Funds Similar to MH & ASSOCIATES SECURITIES

13F Portfolio OverlapQ2 2026MH & ASSOCIATES SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV is an institutional investor managing $112M across 100 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 MH & ASSOCIATES SECURITIES are O'Domhnaill Enterprises, Financial Sense Advisors, SOUND SHORE, with shared positions in $MO, $CCJ, $PAAS, $WMB, $GILD, $BWXT. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 6 shared positions
$MO$CCJ$PAAS$WMB$GILD$BWXT
$125M
61 positions
#2Financial Sense Advisors, Inc.Passive
Notable overlap · 8 shared positions
$BA$PAAS$COP$NTR$TEVA$QCOM
$508M
137 positions
#3SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 5 shared positions
$QCOM$TEVA$PFE$BA$MDT
$3.2B
40 positions
#4RNC CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$ENB$MO$PSX$MDT$GILD$BMY
$2.4B
181 positions
#5FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 7 shared positions
$COP$PFE$ABEV$GILD$NTR$PSX
$939M
56 positions
#6Old North State Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$BA$BIIB$ENB$MDT$GILD$PFE
$241M
108 positions
#7My Portfolio Guide, LLC
Notable overlap · 5 shared positions
$OUNZ$COP$QCOM$PFE$MO
$181M
166 positions
#8ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 6 shared positions
$PSX$COP$WMB$HAL$EXE$CCJ
$857M
50 positions
#9Hillman Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$BIIB$PFE$BA$BMY$MDT
$138M
54 positions
#10Canal Insurance COActive
Notable overlap · 8 shared positions
$PFE$RIO$PSX$LHX$COP$BMY
$426M
73 positions
#11Verity & Verity, LLCActive
Notable overlap · 6 shared positions
$GILD$PFE$ENB$MO$PSX$MDT
$1.5B
139 positions
#12McAlvany Wealth Management LLCActive
Notable overlap · 7 shared positions
$COP$NTR$PAAS$EXE$ENB$CCJ
$134M
48 positions
#13F&V Capital Management, LLCPassive
Notable overlap · 5 shared positions
$PSX$BA$MDT$BMY$GILD
$561M
60 positions
#14R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$QCOM$BA$WMB$PFE$MO$COP
$188M
39 positions
#15Keystone Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$MO$PFE$MDT$BMY
$404M
39 positions
#16Columbus Macro, LLCPassive
Notable overlap · 5 shared positions
$ENB$WMB$QCOM$MO$LHX
$1.0B
208 positions
#17Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 5 shared positions
$BA$QCOM$PFE$BWXT$NTR
$1.1B
34 positions
#18WealthBridge Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$BA$GILD$MDT$LHX$COP
$377M
44 positions
#19Sagefield Capital LPPassive
Notable overlap · 5 shared positions
$EXE$COP$CCJ$WMB$PSX
$1.3B
107 positions
#20Baugh & Associates, LLCActive
Notable overlap · 4 shared positions
$QCOM$MO$PFE$COP
$221M
41 positions
#21CONTINENTAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$PFE$TEVA$GILD$BMY
$233M
52 positions
#22SECTOR GAMMA ASActive
Notable overlap · 4 shared positions
$PFE$MDT$BIIB$BMY
$461M
40 positions
#23QSM Asset Management LtdActive
Notable overlap · 3 shared positions
$HAL$PFE$RIO
$193M
24 positions
#24Stegent Equity Advisors, Inc.Passive
Notable overlap · 4 shared positions
$COP$PSX$SII$MO
$126M
93 positions
#25MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 6 shared positions
$WMB$MDT$ENB$COP$PSX$GILD
$3.7B
159 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.