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Hedge Funds Similar to MUIRFIELD WEALTH ADVISORS

13F Portfolio OverlapQ2 2026MUIRFIELD WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

MUIRFIELD WEALTH ADVISORS LLC is an institutional investor managing $153M across 87 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 MUIRFIELD WEALTH ADVISORS are Coleford Investment Ltd., Cardinal, Guardian Partners, with shared positions in $RY, $AXP, $BDX, $BKNG, $COP, $DUK. The full ranking of 25 similar funds is below.

#1Coleford Investment Management Ltd.Active
Notable overlap · 3 shared positions
$RY$AXP$BDX
$459M
23 positions
#2Cardinal Capital Management, Inc.Active
Some overlap · 4 shared positions
$RY$BKNG$COP$BDX
$4.1B
70 positions
#3Guardian Partners Inc.Passive
Some overlap · 3 shared positions
$RY$AXP$DUK
$1.1B
391 positions
#4Rempart Asset Management Inc.Active
Some overlap · 3 shared positions
$RY$BDX$VZ
$488M
36 positions
#5Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$RY$PM$DUK$GD
$119M
84 positions
#6Beutel, Goodman & Co Ltd.Active
Some overlap · 5 shared positions
$RY$AXP$QCOM$BDX$UNP
$13.6B
163 positions
#7Cumberland Partners LtdPassive
Some overlap · 3 shared positions
$RY$ADI$UNP
$1.5B
153 positions
#8Trust Co of the SouthActive
Some overlap · 4 shared positions
$RY$FCNCA$DUK$ADI
$710M
146 positions
#9Mirabaud Asset Management LtdPassive
Some overlap · 3 shared positions
$RY$AXP$QCOM
$120M
49 positions
#10LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 4 shared positions
$RY$CCZ$VZ$T
$6.8B
112 positions
#11Connor, Clark & Lunn Investment Management Ltd.Passive
Some overlap · 3 shared positions
$RY$SCHW$UNP
$52.8B
1,622 positions
#12Foyston, Gordon, & Payne IncPassive
Some overlap · 6 shared positions
$AXP$BKNG$PM$QCOM$BDX$UNP
$468M
68 positions
#13Tranquilli Financial Advisor LLCPassive
Some overlap · 10 shared positions
$BKNG$PM$QCOM$SCHW$ADI$GD
$186M
135 positions
#14Alberta Investment Management CorpActive
Some overlap · 3 shared positions
$RY$AXP$FCNCA
$17.9B
665 positions
#15ProVise Management Group, LLCPassive
Some overlap · 10 shared positions
$BKNG$PM$SCHW$DUK$ADI$GD
$1.5B
282 positions
#16Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$RY$ADI$VZ$BNY
$1.0B
204 positions
#17CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 9 shared positions
$TT$BKNG$PM$SCHW$ADI$GD
$827M
181 positions
#18Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$AXP$BKNG$PM$TT$UNP
$1.5B
128 positions
#19DCM Advisors, LLCActive
Some overlap · 6 shared positions
$AXP$PM$COP$CCZ$VZ$T
$253M
38 positions
#20GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$BKNG$QCOM$SCHW$GD
$906M
153 positions
#21LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$AXP$TT$PM$BDX$UNP
$273M
104 positions
#22Independence Wealth Advisors, LLCActive
Some overlap · 9 shared positions
$BKNG$PM$QCOM$SCHW$ADI$GD
$199M
85 positions
#23SPWM Advisors LLCActive
Some overlap · 9 shared positions
$BKNG$PM$QCOM$SCHW$ADI$GD
$108M
90 positions
#24Strata Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$BKNG$SCHW$PM$ADI
$410M
97 positions
#25Mayfair Advisory Group, LLCPassive
Some overlap · 3 shared positions
$RY$PM$DUK
$332M
185 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.