Hedge Funds Similar to Mutual Advisors

13F Portfolio OverlapQ2 2026Mutual Advisors portfolio →

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Most similar hedge funds by 13F overlap

Mutual Advisors, LLC is an institutional investor managing $5.3B across 1,392 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 Mutual Advisors are CASCADE INVESTMENT GROUP, Everstar Asset, Measured Wealth Private Client Group, with shared positions in $OHI, $IRM, $MO, $UPS, $PLTR, $DOV. The full ranking of 23 similar funds is below.

#1CASCADE INVESTMENT GROUP, INC.Passive

Slight overlap · 3 shared positions

$178M

156 positions

#2Everstar Asset Management, LLCPassive

Slight overlap · 3 shared positions

$207M

202 positions

#3Measured Wealth Private Client Group, LLCPassive

Slight overlap · 3 shared positions

$414M

723 positions

#4Fund Advisors of America Inc/FLPassive

Slight overlap · 3 shared positions

$110M

120 positions

#5CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Slight overlap · 3 shared positions

$191M

102 positions

#6Disciplined Equity Management, Inc.Smart money

Slight overlap · 3 shared positions

$226M

45 positions

#7Kessler Investment Group, LLCPassive

Slight overlap · 3 shared positions

$IRM $UPS $PLTR

$234M

81 positions

#8Vermillion & White Wealth Management Group, LLCActive

Slight overlap · 3 shared positions

$198M

69 positions

#9BBR PARTNERS, LLCSmart money

Slight overlap · 3 shared positions

$2.1B

250 positions

#10Mayflower Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$1.2B

499 positions

#11TOEWS CORP /ADVActive

Slight overlap · 3 shared positions

$686M

151 positions

#12Fortis Group Advisors, LLCPassive

Slight overlap · 3 shared positions

$626M

619 positions

#13Vantage Point Financial LLCPassive

Slight overlap · 3 shared positions

$328M

188 positions

#14SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$4.4B

4,072 positions

#15WealthCare Asset Management, LLCActive

Slight overlap · 3 shared positions

$241M

78 positions

#16Sharp Financial Services, LLCActive

Slight overlap · 3 shared positions

$216M

127 positions

#17United Advisor Group, LLCPassive

Slight overlap · 3 shared positions

$948M

544 positions

#18Octavia Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$1.2B

231 positions

#19Destiny Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$DOV $PLTR $UPS

$709M

186 positions

#20Mission Hills Financial Advisory, LLCActive

Slight overlap · 3 shared positions

$228M

89 positions

#21Sollinda Capital Management LLCActive

Slight overlap · 3 shared positions

$DOV $PLTR $UPS

$468M

80 positions

#22Daybright Advisory Services, Inc.Active

Slight overlap · 3 shared positions

$419M

145 positions

#23Hirtle Callaghan & Co LLCSmart money

Slight overlap · 3 shared positions

$3.0B

128 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.