How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MPWM ADVISORY SOLUTIONS

13F Portfolio OverlapQ2 2026MPWM ADVISORY SOLUTIONS portfolio →

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Most similar hedge funds by 13F overlap

MPWM ADVISORY SOLUTIONS, LLC is an institutional investor managing $218M across 571 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 MPWM ADVISORY SOLUTIONS are Pitcairn Wealth Advisors, DiNuzzo Private Wealth, SILVER OAK SECURITIES, with shared positions in $OUNZ, $STT, $MRVL, $NEE, $VZ, $APH. The full ranking of 25 similar funds is below.

#1Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$OUNZ $STT $MRVL

$913M

281 positions

#2DiNuzzo Private Wealth, Inc.Active

Slight overlap · 3 shared positions

$OUNZ $NEE $VZ

$1.0B

1,347 positions

#3SILVER OAK SECURITIES, IncPassive

Slight overlap · 3 shared positions

$OUNZ $APH $SPCX

$1.6B

830 positions

#4My Portfolio Guide, LLC

Slight overlap · 3 shared positions

$OUNZ $ANET $PFE

$181M

166 positions

#5Bucket List Wealth Management, LLCActive

Slight overlap · 3 shared positions

$OUNZ $VZ $PFE

$203M

63 positions

#6MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Slight overlap · 3 shared positions

$OUNZ $VKTX $PFE

$112M

100 positions

#7Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$OUNZ $STT $MRVL

$5.0B

1,942 positions

#8Plan Group Financial, LLCPassive

Slight overlap · 3 shared positions

$OUNZ $VZ $PFE

$486M

249 positions

#9Walkner Condon Financial Advisors LLCPassive

Slight overlap · 4 shared positions

$OUNZ $STT $MRVL $ANET

$871M

344 positions

#10FAS Wealth Partners, Inc.Active

Slight overlap · 3 shared positions

$OUNZ $STT $NEE

$1.9B

520 positions

#11Donoghue Forlines LLCPassive

Slight overlap · 3 shared positions

$WST $STT $MRVL

$387M

114 positions

#12LightSquare Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$STT $NEE $APH $ANET $VZ

$145M

104 positions

#13NFP Retirement, Inc.Active

Slight overlap · 3 shared positions

$CII $BST $BUI

$1.8B

321 positions

#14PMG Family Office LLCPassive

Slight overlap · 3 shared positions

$CII $BST $BUI

$109M

114 positions

#15Destiny Capital Corp/COSmart money

Slight overlap · 3 shared positions

$OUNZ $STT $UAL

$215M

58 positions

#16PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$STT $MRVL $NEE $NDMO

$219M

125 positions

#17Blue Zone Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$WST $MRVL $NEE

$573M

125 positions

#18RTD Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$WST $NEE $STT $PFE

$917M

120 positions

#19TPG Advisors LLCActive

Slight overlap · 3 shared positions

$CII $VZ $PFE

$182M

115 positions

#20Robinhood Asset Management, LLCActive

Slight overlap · 3 shared positions

$STT $MRVL $NEE

$1.9B

83 positions

#21Virtus Investment Advisers, LLCPassive

Slight overlap · 4 shared positions

$MRVL $WST $APH $UAL

$429M

463 positions

#22SUMITOMO LIFE INSURANCE COSmart money

Slight overlap · 4 shared positions

$STT $NEE $APH $TMUS

$6.1B

291 positions

#23Midwest Capital Advisors, LLCActive

Slight overlap · 3 shared positions

$STT $MRVL $NEE

$246M

210 positions

#24Birch Hill Investment Advisors LLCActive

Slight overlap · 3 shared positions

$WST $NEE $APH

$2.5B

211 positions

#25NLB Skladi, upravljanje premozenja, d.o.o.Passive

Slight overlap · 4 shared positions

$MRVL $NEE $APH $ANET

$2.6B

358 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.