13F Pro

Hedge Funds Similar to MN Wealth Advisors

13F Portfolio OverlapQ2 2026MN Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

MN Wealth Advisors, LLC is an institutional investor managing $235M across 134 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 MN Wealth Advisors are GFG, Jasper Ridge Partners, TORRAY, with shared positions in $BX, $DELL, $NOW, $CRWD, $NKE, $PEP. The full ranking of 25 similar funds is below.

#1GFG Capital, LLCPassive
Notable overlap · 4 shared positions
$BX$DELL$NOW$CRWD
$363M
100 positions
#2Jasper Ridge Partners, L.P.Smart money
Some overlap · 4 shared positions
$NKE$DELL$PEP$SPOT
$4.7B
151 positions
#3TORRAY LLCActive
Some overlap · 5 shared positions
$BX$KLAC$PEP$VRTX$NOW
$741M
91 positions
#4Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BX$DELL$NOW$PLTR
$490M
134 positions
#5Quantum Private Wealth, LLCPassive
Some overlap · 7 shared positions
$DELL$CRWD$VKTX$PLTR$SNOW$NOW
$390M
171 positions
#6Gallagher Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$NOW$DELL$PLTR
$175M
71 positions
#7Knollwood Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$KLAC$TRGP$CRWD$NOW$PLTR$LNG
$1.1B
270 positions
#8Mirador Capital Partners LPPassive
Some overlap · 5 shared positions
$BX$KLAC$DELL$CRWD$SNOW
$817M
218 positions
#9Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$DELL$KLAC$TRGP$CRWD
$181M
73 positions
#10Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$DELL$KLAC$TRGP$LNG
$370M
52 positions
#11Highview Capital Management LLC/DE/Passive
Some overlap · 5 shared positions
$DELL$KLAC$VRTX$CRWD$SNOW
$347M
118 positions
#12Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$DELL$KLAC$CRWD$PLTR
$248M
55 positions
#13FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DELL$KLAC$PLTR$CRWD
$490M
188 positions
#14Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$KLAC$CRWD$PLTR
$238M
149 positions
#15RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$DELL$NOW$CRWD$PLTR
$136M
127 positions
#16PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 5 shared positions
$BX$PEP$LNG$CRWD$PLTR
$751M
191 positions
#17Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$NOW$KLAC$CRWD$PLTR
$269M
51 positions
#18Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$NOW$KLAC$CRWD$PLTR
$234M
81 positions
#19Menard Financial Group LLCActive
Some overlap · 4 shared positions
$DELL$KLAC$CRWD$PLTR
$184M
80 positions
#20HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$DELL$KLAC$VRTX$PLTR
$217M
352 positions
#21Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$DELL$KLAC$CRWD$PLTR
$147M
69 positions
#22PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$DELL$TRGP$CRWD
$462M
86 positions
#23MWA Asset ManagementPassive
Some overlap · 4 shared positions
$DELL$KLAC$BX$VRTX
$221M
129 positions
#24DCM Advisors, LLCActive
Some overlap · 3 shared positions
$DELL$NKE$PEP
$253M
38 positions
#25RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$DELL$CRWD$PLTR$NOW
$108M
183 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.