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Hedge Funds Similar to MV

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

MV CAPITAL MANAGEMENT, INC. is an institutional investor managing $1.1B across 1,278 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 MV are Mizuho Markets Cayman, LETSON INVESTMENT, FourThought Financial Partners, with shared positions in $ABT, $NEE, $CFG, $CB, $AMGN, $PKG. The full ranking of 25 similar funds is below.

#1Mizuho Markets Cayman LPActive
Some overlap · 3 shared positions
$ABT$NEE$CFG
$2.7B
95 positions
#2LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$ABT$CB$AMGN$PKG
$273M
104 positions
#3FourThought Financial Partners, LLCPassive
Some overlap · 8 shared positions
$ABT$CB$QCOM$AMGN$CME$APD
$1.3B
393 positions
#4Philip James Wealth Mangement, LLCActive
Some overlap · 4 shared positions
$ABT$CB$QCOM$AMGN
$888M
151 positions
#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ABT$TJX$CB$AMGN$QCOM$NEE
$8.0B
1,334 positions
#6Monte Financial Group, LLCPassive
Some overlap · 5 shared positions
$ABT$GRMN$PKG$CME$APD
$312M
102 positions
#7Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ABT$TJX$CB$ECL$NEE
$116M
240 positions
#8WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$ABT$TJX$ECL$QCOM$NEE
$947M
155 positions
#9DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$SYY$AON
$12.5B
186 positions
#10BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ABT$TJX$CB$AMGN$APD
$346M
113 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$CB$ECL$GRMN$AMGN$APD$MSCI
$124M
100 positions
#12KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ABT$CB$ECL$QCOM$APD
$1.5B
228 positions
#13DILLON & ASSOCIATES INCActive
Some overlap · 4 shared positions
$ABT$ECL$APD$NEE
$817M
80 positions
#14BROOKS, MOORE & ASSOCIATES, INC.
Some overlap · 4 shared positions
$ABT$CB$QCOM$NEE
$223M
114 positions
#15Core Alternative CapitalPassive
Some overlap · 6 shared positions
$TJX$CB$QCOM$CME$APD$NEE
$334M
201 positions
#16HORAN Wealth, LLCActive
Some overlap · 6 shared positions
$TJX$CFG$AMGN$ABT$APD$NEE
$1.2B
217 positions
#17Delaney Dennis R
Some overlap · 3 shared positions
$ABT$TJX$NEE
$314M
61 positions
#18Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$ABT$TJX$ECL$AMGN
$1.1B
204 positions
#19DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$ABT$CB$QCOM$NEE
$256M
190 positions
#20Harrington Investments, INCPassive
Some overlap · 5 shared positions
$TJX$ECL$QCOM$SYY$AMGN
$206M
82 positions
#21Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$ABT$TJX$AMGN$NEE
$231M
67 positions
#22PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 6 shared positions
$ECL$QCOM$TJX$AMGN$ABT$NEE
$844M
219 positions
#23Borer Denton & Associates, Inc.Passive
Some overlap · 4 shared positions
$ABT$QCOM$AON$APD
$305M
74 positions
#24Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$CB$ABT$QCOM$NEE
$467M
118 positions
#25MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ABT$CB$ECL$AMGN$NEE
$857M
166 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.