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Hedge Funds Similar to MML INVESTORS SERVICES

13F Portfolio OverlapQ2 2026MML INVESTORS SERVICES portfolio →
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Most similar hedge funds by 13F overlap

MML INVESTORS SERVICES, LLC is an institutional investor managing $49.0B across 3,254 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 MML INVESTORS SERVICES are Foundations Investment Advisors, Alaethes Wealth, Nolet Wealth, with shared positions in $ASML, $PM, $MS, $IAU. The full ranking of 25 similar funds is below.

#1Foundations Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$ASML$PM$MS$IAU
$9.7B
1,202 positions
#2Alaethes Wealth, LLCPassive
Slight overlap · 4 shared positions
$ASML$PM$MS$IAU
$345M
111 positions
#3Nolet Wealth Management, LLCActive
Slight overlap · 4 shared positions
$ASML$PM$MS$IAU
$181M
112 positions
#4Interchange Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$ASML$MS$PM$IAU
$532M
430 positions
#5Dynasty Wealth Management, LLCActive
Slight overlap · 4 shared positions
$ASML$PM$IAU$MS
$13.5B
367 positions
#6ENVESTNET ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$PM$ASML$IAU$MS
$423.6B
4,822 positions
#7ACORN CREEK CAPITAL LLCActive
Slight overlap · 4 shared positions
$ASML$MS$IAU$PM
$299M
87 positions
#8HOWE & RUSLING INCPassive
Slight overlap · 3 shared positions
$ASML$PM$MS
$1.7B
479 positions
#9CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 3 shared positions
$ASML$PM$MS
$116M
77 positions
#10PITTENGER & ANDERSON INCPassive
Slight overlap · 3 shared positions
$ASML$PM$MS
$2.8B
507 positions
#11Evansbrook LLCActive
Slight overlap · 3 shared positions
$ASML$PM$MS
$168M
127 positions
#12FACTORY MUTUAL INSURANCE COActive
Slight overlap · 3 shared positions
$ASML$PM$MS
$10.6B
205 positions
#13Piedmont Capital Management, LLC/NCActive
Slight overlap · 3 shared positions
$ASML$PM$MS
$164M
123 positions
#14Severin Investments, LLCPassive
Slight overlap · 3 shared positions
$ASML$PM$MS
$133M
174 positions
#15Alley Investment Management Company, LLCActive
Slight overlap · 3 shared positions
$ASML$PM$MS
$856M
89 positions
#16Annex Advisory Services, LLCActive
Slight overlap · 3 shared positions
$ASML$PM$MS
$5.9B
356 positions
#17GW HENSSLER & ASSOCIATES LTDPassive
Slight overlap · 3 shared positions
$ASML$PM$MS
$2.2B
268 positions
#18FAYEZ SAROFIM & COActive
Slight overlap · 3 shared positions
$ASML$PM$MS
$42.5B
300 positions
#19Blue Chip Partners, LLCActive
Slight overlap · 3 shared positions
$ASML$PM$MS
$1.6B
184 positions
#20PROATHLETE WEALTH MANAGEMENT LLCSmart money
Slight overlap · 4 shared positions
$MS$IAU$PM$ASML
$404M
300 positions
#21Roehl & Yi Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$ASML$PM$IAU
$304M
194 positions
#22FIRST FOUNDATION ADVISORSActive
Slight overlap · 3 shared positions
$ASML$PM$IAU
$2.8B
354 positions
#23Cypress Capital GroupPassive
Slight overlap · 3 shared positions
$ASML$PM$IAU
$1.1B
314 positions
#24FDx Advisors, Inc.Passive
Slight overlap · 3 shared positions
$ASML$PM$IAU
$332M
179 positions
#25Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$ASML$PM$IAU
$658M
218 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.