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Hedge Funds Similar to MTM Investment

13F Portfolio OverlapQ2 2026MTM Investment portfolio →
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Most similar hedge funds by 13F overlap

MTM Investment Management, LLC is an institutional investor managing $350M across 708 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 MTM Investment are SARD WEALTH GROUP, Walsky Investment, Carson Advisory, with shared positions in $BAH, $MCK, $SO, $LOW, $CSX, $BNY. The full ranking of 25 similar funds is below.

#1SARD WEALTH MANAGEMENT GROUP, LLCActive
Notable overlap · 3 shared positions
$BAH$MCK$SO
$209M
61 positions
#2Walsky Investment Management, Inc.Passive
Notable overlap · 8 shared positions
$SO$LOW$CSX$BNY$ETN$TXN
$108M
52 positions
#3Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$BAH$SO$ETN$WFC
$218M
204 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 6 shared positions
$MCK$KMI$ETN$TXN$UNP$WFC
$175M
73 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$LOW$SO$TXN$UNP$PM
$529M
75 positions
#6William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$MCK$KMI$LOW$BNY$WFC$CSX
$208M
258 positions
#7TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 4 shared positions
$MCK$LOW$BAH$ETN
$211M
127 positions
#8Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$MCK$LOW$TJX$ETN$TXN
$339M
49 positions
#9Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$LOW$CSX$NSC$PM
$126M
73 positions
#10Wealth Intelligence, LLCActive
Some overlap · 4 shared positions
$LOW$SO$ETN$UNP
$215M
59 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LOW$MCK$TJX$BNY
$297M
103 positions
#12Eley Financial Management, IncPassive
Some overlap · 3 shared positions
$LOW$MCK$UNP
$309M
72 positions
#13SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$MCK$TJX$SO$ETN$CSX
$125M
51 positions
#14Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$LOW$SO$KMI
$312M
155 positions
#15DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 4 shared positions
$LOW$BNY$ETN$WFC
$1.2B
599 positions
#16Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$LOW$MCK$TJX$UNP$PM
$253M
63 positions
#17Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$BNY$PM
$742M
159 positions
#18Haverford Trust CoActive
Some overlap · 6 shared positions
$LOW$TJX$MCK$ETN$TXN$PM
$11.6B
424 positions
#19OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$KMI$SO$NSC$ETN$PM
$329M
323 positions
#20Planning Strategies Inc.Passive
Some overlap · 4 shared positions
$BAH$PM$MCK$WFC
$160M
1,068 positions
#21ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$BAH$WFC$UNP
$878M
162 positions
#22Sprinkle Financial Consultants LLCActive
Some overlap · 3 shared positions
$BAH$WMB$WFC
$255M
104 positions
#23HFG Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAH$WFC$UNP
$160M
117 positions
#24Maj Invest Holding A/SActive
Some overlap · 4 shared positions
$LOW$CSX$UNP$TXN
$2.2B
40 positions
#25Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$BAH$PM$UNP
$227M
127 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.