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Hedge Funds Similar to MMA ASSET

13F Portfolio OverlapQ2 2026MMA ASSET portfolio →
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Most similar hedge funds by 13F overlap

MMA ASSET MANAGEMENT LLC is an institutional investor managing $314M across 181 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 MMA ASSET are Keudell/Morrison Wealth, POTOMAC FUND, North Ridge Wealth Advisors, with shared positions in $SNPS, $MO, $USB, $T, $MCD, $F. The full ranking of 25 similar funds is below.

#1Keudell/Morrison Wealth ManagementPassive
Notable overlap · 4 shared positions
$SNPS$MO$USB$T
$562M
257 positions
#2POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 3 shared positions
$SNPS$MCD$USB
$4.0B
109 positions
#3North Ridge Wealth Advisors, Inc.
Notable overlap · 3 shared positions
$SNPS$T$F
$178M
193 positions
#4MRA Advisory GroupPassive
Notable overlap · 3 shared positions
$SNPS$MO$C
$267M
152 positions
#5Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$SNPS$C$NEM
$159M
71 positions
#6LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$SNPS$C$MO$MCD
$166M
274 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$MCK
$360M
73 positions
#8Sunstone Asset Management, L.P.Active
Some overlap · 3 shared positions
$SNPS$MRSH$SNOW
$92M
57 positions
#9London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$SNPS$MRSH$MELI$NEM
$10.9B
203 positions
#10Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SNPS$MCD$MCK
$159M
82 positions
#11CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 3 shared positions
$SNPS$MCD$MRSH
$1.2B
203 positions
#12Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$MO$T
$510M
228 positions
#13Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$MO$RPRX$C$NEM$MCK
$413M
135 positions
#14Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$SNPS$MO$MELI
$683M
131 positions
#15Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MO$MCD$C$F$USB
$334M
127 positions
#16Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$MO$MCD$HPE$USB$T
$116M
65 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MO$MCD$C$USB$T
$1.7B
256 positions
#18Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SNPS$MRSH$MCD$MCK
$754M
41 positions
#19DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SNPS$MCD$NEM
$379M
41 positions
#201834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$MO$C$F$USB$T
$886M
232 positions
#21Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MO$MCD$C$F$T
$186M
123 positions
#22Note Advisors, LLCSmart money
Some overlap · 3 shared positions
$SNPS$MCD$C
$231M
86 positions
#23Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$MO$VTRS$F$USB$T
$227M
47 positions
#24AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MO$C$NEM$F$T
$197M
140 positions
#25Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$MO$NEM$F$MCK$T
$39.3B
2,614 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.