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Hedge Funds Similar to Mission Financial Group

13F Portfolio OverlapQ2 2026Mission Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Mission Financial Group, LLC is an institutional investor managing $121M across 158 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 Mission Financial Group are SEEDS INVESTOR, PARTNERS INVESTMENT GROUP, LLP, Decker Retirement Planning, with shared positions in $IAU, $STX, $LITE, $SGOL, $NVS, $COF. The full ranking of 25 similar funds is below.

#1SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$STX$LITE$SGOL
$973M
379 positions
#2PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 4 shared positions
$IAU$STX$NVS$COF
$2.8B
186 positions
#3Decker Retirement Planning Inc.Active
Some overlap · 5 shared positions
$SGOL$STX$LITE$PLTR$IAU
$294M
441 positions
#4West Wealth Group, LLCActive
Some overlap · 4 shared positions
$IAU$STX$BA$RKLB
$611M
143 positions
#5Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$SGOL$IAU$WELL
$279M
110 positions
#6UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$STX$RKLB$LITE$PLTR
$1.5B
39 positions
#7United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$STX$RKLB$LITE$PLTR
$763M
98 positions
#8Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$BA$PLTR$PSLV
$508M
137 positions
#9Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$NVS
$490M
80 positions
#10Cauble & Harre Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SGOL$IAU$NVS
$125M
72 positions
#11Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$RKLB
$163M
93 positions
#12Fedenia Advisers LLCPassive
Some overlap · 4 shared positions
$SGOL$STX$LITE$PLTR
$421M
459 positions
#13Madson Wealth Advisors IncActive
Some overlap · 3 shared positions
$SGOL$IAU$NVS
$147M
97 positions
#14Centurion Wealth Management LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$STX
$418M
283 positions
#15ClearAlpha Technologies LPPassive
Some overlap · 4 shared positions
$STX$COF$NVS$COR
$58M
79 positions
#16ETF Store, Inc.Passive
Some overlap · 3 shared positions
$SGOL$IAU$PLTR
$120M
114 positions
#17Eurizon Asset Management Hungary Ltd.Smart money
Some overlap · 3 shared positions
$SGOL$IAU$PLTR
$94M
21 positions
#18Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$PLTR
$234M
105 positions
#19New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$SGOL$IAU$PSLV
$633M
68 positions
#20Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$STRL$LITE
$365M
125 positions
#21PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$STX$LITE
$462M
86 positions
#22Harvest Investment Services, LLCPassive
Some overlap · 4 shared positions
$LITE$WELL$RKLB$PLTR
$647M
383 positions
#23Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$STX$COF
$723M
260 positions
#24FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$STX$NVS
$332M
179 positions
#25Bay Rivers GroupPassive
Some overlap · 4 shared positions
$STRL$BA$PLTR$STX
$293M
126 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.