Hedge Funds Similar to Mount Yale Investment Advisors

13F Portfolio OverlapQ2 2026Mount Yale Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Mount Yale Investment Advisors, LLC is an institutional investor managing $5.4B across 1,202 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 Mount Yale Investment Advisors are Vestmark Advisory Solutions, PENNSYLVANIA, TriaGen Wealth, with shared positions in $BOKF, $EPD, $WDC, $CCZ, $MS, $NEE. The full ranking of 23 similar funds is below.

#1Vestmark Advisory Solutions, Inc.Passive

Some overlap · 4 shared positions

$BOKF $EPD $WDC $CCZ

$10.6B

1,464 positions

#2PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Slight overlap · 3 shared positions

$395M

123 positions

#3TriaGen Wealth Management LLCPassive

Slight overlap · 3 shared positions

$413M

189 positions

#4VOYA INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$115.6B

2,484 positions

#5STEVENS CAPITAL MANAGEMENT LPPassive

Slight overlap · 3 shared positions

$417M

213 positions

#6Vann Equity Management LLCPassive

Slight overlap · 3 shared positions

$168M

174 positions

#7Johnson & White Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$267M

117 positions

#8JPMORGAN CHASE & COPassive

Slight overlap · 3 shared positions

$1.8T

7,720 positions

#9Granite Group Advisors, LLCActive

Slight overlap · 3 shared positions

$158M

78 positions

#10EDGAR LOMAX CO/VAActive

Slight overlap · 3 shared positions

$1.3B

58 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 3 shared positions

$1.2B

100 positions

#12Cullen Capital Management, LLCActive

Slight overlap · 3 shared positions

$10.2B

208 positions

#13Sovereign Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$533M

109 positions

#14E&G Advisors, LPPassive

Slight overlap · 3 shared positions

$519M

252 positions

#15Baldwin Investment Management, LLCActive

Slight overlap · 3 shared positions

$1.0B

231 positions

#16Westwind CapitalPassive

Slight overlap · 3 shared positions

$426M

87 positions

#17Crossmark Global Holdings, Inc.Passive

Slight overlap · 3 shared positions

$7.7B

1,264 positions

#18Firestone Capital ManagementActive

Slight overlap · 3 shared positions

$537M

168 positions

#19Ensign Peak Advisors, IncActive

Slight overlap · 3 shared positions

$60.8B

1,724 positions

#20Fideuram Asset Management (Ireland) dacPassive

Slight overlap · 3 shared positions

$5.3B

742 positions

#21TopTier Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$171M

133 positions

#22White Pine Investment COPassive

Slight overlap · 3 shared positions

$480M

68 positions

#23StoryOne LLCActive

Slight overlap · 3 shared positions

$223M

79 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.