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Hedge Funds Similar to MSH Advisors

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

MSH Capital Advisors LLC is an institutional investor managing $575M across 320 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 MSH Advisors are Measured Risk Portfolios, Martin Partners, Asset Advisors Investment, with shared positions in $O, $PAYX, $VZ, $CME, $TROW, $SHW. The full ranking of 25 similar funds is below.

#1Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$O$PAYX$VZ$CME$TROW
$94M
64 positions
#2Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$O$PAYX$VZ$CME$TROW
$279M
73 positions
#3Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$SHW$PAYX$AWK$BLK$TROW
$1.1B
108 positions
#4MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SHW$BLK$PAYX$AWK
$857M
166 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$BLK$O$VZ$SO
$203M
58 positions
#6Core Alternative CapitalPassive
Some overlap · 4 shared positions
$SHW$O$CME$SO
$334M
201 positions
#7Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$BLK$PAYX$VZ$CME
$455M
57 positions
#8Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$BLK$O$EPD$VZ$SO
$1.5B
188 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$STX$VZ$CME$SO
$231M
125 positions
#10TECTONIC ADVISORS LLCPassive
Some overlap · 4 shared positions
$O$PAYX$VZ$EPD
$2.2B
277 positions
#11Anchor Bay Capital, Inc.Passive
Some overlap · 4 shared positions
$BLK$STX$VZ$O
$185M
341 positions
#12Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$STX$VZ$SO$EPD
$500M
110 positions
#13Sitrin Capital Management LLCPassive
Some overlap · 3 shared positions
$SHW$BLK$AMT
$222M
40 positions
#14Riverview Trust CoActive
Some overlap · 3 shared positions
$STX$BLK$PAYX
$84M
166 positions
#15Windle Wealth, LLCActive
Some overlap · 4 shared positions
$O$VZ$TROW$SO
$249M
35 positions
#16WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$STX$BLK$CME
$1.3B
73 positions
#17Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$PAYX$O$VZ$SO$EPD
$330M
128 positions
#18Raleigh Capital Management Inc.Passive
Some overlap · 4 shared positions
$PAYX$VZ$CME$AMT
$313M
610 positions
#19ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 4 shared positions
$PAYX$VZ$CME$AMT
$156M
64 positions
#20ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 4 shared positions
$PAYX$VZ$CME$AMT
$1.7B
1,629 positions
#21Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$O$VZ$SO$EPD
$397M
167 positions
#22Brindle & Bay Financial Advisors, LLCActive
Some overlap · 4 shared positions
$PAYX$VZ$CME$TROW
$268M
102 positions
#23EDMP, INC.Passive
Some overlap · 4 shared positions
$O$VZ$EPD$UGI
$130M
74 positions
#24Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$O$PAYX$AMT$EPD
$204M
95 positions
#25Carnegie Investment CounselPassive
Some overlap · 4 shared positions
$SHW$BLK$CME$VZ
$5.0B
551 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.