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Hedge Funds Similar to Midwest Financial Group

13F Portfolio OverlapQ3 2026Midwest Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Midwest Financial Group LLC is an institutional investor managing $295M across 138 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Midwest Financial Group are LYNX GROUP LTD, ARK & TLK INVESTMENTS, CMG Global, with shared positions in $MDY, $OKE, $QCOM, $IAU, $UNP, $BA. The full ranking of 25 similar funds is below.

#1LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 4 shared positions
$MDY$OKE$QCOM$IAU
$248M
91 positions
#2ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$MDY$OKE$UNP
$416M
126 positions
#3CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$BA$BAH
$226M
110 positions
#4OFS Enterprise LLCActive
Some overlap · 4 shared positions
$MDY$AXP$USB$UNP
$382M
104 positions
#5STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$USB$UNP
$392M
279 positions
#6Wilmar Advisors LLCActive
Some overlap · 3 shared positions
$MDY$BA$CEF
$138M
23 positions
#7Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$QCOM$CSX
$122M
92 positions
#8SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$MDY$OKE$IAU$UNP
$1.5B
586 positions
#9SFE Investment CounselPassive
Some overlap · 3 shared positions
$OKE$USB$QCOM
$742M
152 positions
#10Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$BAH$AXP$QCOM
$173M
92 positions
#11Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$AXP$QCOM
$418M
232 positions
#12Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$QCOM$UNP
$206M
309 positions
#13Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$MDY$QCOM$AXP
$241M
98 positions
#14Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$USB$QCOM$BA$CP
$1.1B
34 positions
#15IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$AXP$USB$UNP
$730M
161 positions
#16Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$IAU$UNP
$537M
168 positions
#17Paulson Wealth Management Inc.Active
Some overlap · 3 shared positions
$MDY$USB$QCOM
$471M
146 positions
#18SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$CP$BA
$314M
128 positions
#19Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MDY$QCOM$FITB
$2.1B
192 positions
#20NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$USB$QCOM$FITB$CSX
$863M
131 positions
#21Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$QCOM$OKE$BA
$160M
124 positions
#22Granite FO LLCSmart money
Some overlap · 4 shared positions
$MDY$IAU$BA$QCOM
$186M
172 positions
#23Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$OKE$QCOM$UNP$MDY
$455M
57 positions
#24Douglas Lane & Associates, LLCActive
Some overlap · 4 shared positions
$QCOM$BA$USB$AXP
$7.5B
246 positions
#25Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$MDY$QCOM$IAU
$2.9B
350 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.