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Hedge Funds Similar to Midwest Financial Partners Investments

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

Midwest Financial Partners Investments, Inc. is an institutional investor managing $260M across 80 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 Partners Investments are Birchwood Financial Partners, PFS Partners, JACOBS, with shared positions in $MUFG, $MMM, $PEP, $DE, $HEI, $HON. The full ranking of 25 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive
Notable overlap · 4 shared positions
$MUFG$MMM$PEP$DE
$122M
352 positions
#2PFS Partners, LLCPassive
Some overlap · 3 shared positions
$HEI$HON$HONA
$246M
605 positions
#3JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$DE$AMGN$HON$SBUX$HONA$AXP
$1.2B
132 positions
#4Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$HON$HONA$AXP$MMM$BA$AMGN
$87M
113 positions
#5Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$HEI$HONA$HON$DE
$1.1B
57 positions
#6Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$AMGN$DE$HON$HONA$PEP$BA
$814M
61 positions
#7Port Capital LLCActive
Some overlap · 3 shared positions
$HEI$AXP$AME
$2.5B
108 positions
#8Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$AMGN$AXP$NUE$HON$HONA$PEP
$221M
92 positions
#9PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$HEI$AMGN$PEP
$421M
67 positions
#10Giverny Capital Inc.Active
Some overlap · 3 shared positions
$HEI$AME$AXP
$3.0B
51 positions
#11ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 6 shared positions
$AMGN$AXP$BA$HON$HONA$MMM
$177M
158 positions
#12Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$MUFG$MMM$TECH
$701M
111 positions
#13Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$MUFG$BA$SBUX
$345M
214 positions
#14InvesTrustPassive
Some overlap · 6 shared positions
$MMM$NUE$SBUX$AXP$BA$PEP
$247M
91 positions
#15Acorns Advisers, LLCSmart money
Some overlap · 4 shared positions
$MUFG$SBUX$BA$AXP
$15.3B
107 positions
#16WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$MMM$TECH$ILMN$PEP
$742M
119 positions
#17Smart Portfolios, LLC
Some overlap · 5 shared positions
$MUFG$AMGN$BA$SBUX$PEP
$100M
99 positions
#18WoodTrust Financial CorpActive
Some overlap · 7 shared positions
$DE$AXP$SBUX$PEP$HON$HONA
$825M
180 positions
#19Lionhunter Capital Management, LLCPassive
Some overlap · 5 shared positions
$HON$HONA$AXP$BA$PEP
$222M
109 positions
#20Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$HON$HONA$AMGN$AXP$PEP
$227M
73 positions
#21FULCRUM WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MUFG$HON$HONA$BA
$144M
80 positions
#22DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$HEI$AMGN$CASY
$517M
137 positions
#23Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$AMGN$MMM$AXP$PEP
$306M
59 positions
#24Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$DE$MMM$PEP
$1.1B
204 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$AXP$SBUX$HON$HONA
$292M
99 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.