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Hedge Funds Similar to Mueller Wealth

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

Mueller Wealth, LLC is an institutional investor managing $147M across 18 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 Mueller Wealth are Smith Asset, with shared positions in $DNP, $JPC, $BTZ. The full ranking of 1 similar funds is below.

#1Smith Asset Management Co., LLCActive
Slight overlap · 3 shared positions
$DNP$JPC$BTZ
$127M
70 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.