How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Mid-American Wealth Advisory Group

13F Portfolio OverlapQ2 2026Mid-American Wealth Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Mid-American Wealth Advisory Group, Inc. is an institutional investor managing $277M across 66 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 Mid-American Wealth Advisory Group are Keystone Financial Planning, Dynamic Financial Group, John Boyer, with shared positions in $VZ, $BMY, $MO, $LMT, $IAU, $ORLY. The full ranking of 25 similar funds is below.

#1Keystone Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$VZ $BMY $MO $LMT

$388M

39 positions

#2Dynamic Financial GroupSmart money

Notable overlap · 3 shared positions

$VZ $MO $IAU

$132M

76 positions

#3John Boyer, Inc.Smart money

Notable overlap · 3 shared positions

$VZ $MO $LMT

$115M

39 positions

#4WealthCare Asset Management, LLCActive

Notable overlap · 4 shared positions

$ORLY $BMY $MO $PLTR

$241M

78 positions

#5Disciplined Equity Management, Inc.Smart money

Notable overlap · 4 shared positions

$VZ $MO $PLTR $TXN

$226M

45 positions

#6PARK CIRCLE CoActive

Notable overlap · 3 shared positions

$VZ $MO $BMY

$117M

53 positions

#7ETF Store, Inc.Passive

Notable overlap · 6 shared positions

$ORLY $MO $VZ $BMY $IAU $PLTR

$120M

114 positions

#8Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$MO $BMY $VZ $TXN $LMT

$255M

278 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 3 shared positions

$VZ $BMY $LMT

$199M

38 positions

#10Walker Asset Management, LLCActive

Notable overlap · 3 shared positions

$ORLY $MO $LMT

$198M

152 positions

#11BCWM, LLCPassive

Notable overlap · 5 shared positions

$BMY $MO $VZ $IAU $LMT

$342M

57 positions

#12Miramar Capital, LLCPassive

Some overlap · 3 shared positions

$VZ $BMY $LMT

$455M

57 positions

#13CFC Planning Co LLCPassive

Some overlap · 3 shared positions

$MO $VZ $TXN

$171M

71 positions

#14EDMP, INC.Passive

Some overlap · 3 shared positions

$MO $BMY $VZ

$124M

70 positions

#151834 INVESTMENT ADVISORS COPassive

Some overlap · 4 shared positions

$MO $BMY $VZ $TXN

$883M

211 positions

#16Measured Risk Portfolios, Inc.Active

Some overlap · 3 shared positions

$MO $VZ $TXN

$112M

63 positions

#17MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$BMY $MO $VZ $PLTR

$636M

262 positions

#18PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive

Some overlap · 3 shared positions

$BMY $PLTR $LMT

$129M

41 positions

#19Coston, McIsaac & PartnersPassive

Some overlap · 3 shared positions

$MO $VZ $TXN

$497M

948 positions

#20Principal Street Partners, LLCPassive

Some overlap · 5 shared positions

$MO $BMY $VZ $TXN $LMT

$683M

277 positions

#21Mayflower Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$MO $BMY $VZ

$1.2B

499 positions

#22RoundAngle Advisors LLC

Some overlap · 3 shared positions

$MO $VZ $PLTR

$134M

60 positions

#23FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 3 shared positions

$VZ $BMY $TXN

$206M

80 positions

#24ADVOCATE GROUP LLCPassive

Some overlap · 3 shared positions

$VZ $BMY $TXN

$665M

122 positions

#25TrueMark Investments, LLCPassive

Some overlap · 3 shared positions

$VZ $MO $TXN

$798M

187 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.