How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to ALBERT D MASON

13F Portfolio OverlapQ3 2026ALBERT D MASON portfolio →

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Most similar hedge funds by 13F overlap

ALBERT D MASON INC is an institutional investor managing $166M across 140 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ALBERT D MASON are Legacy Financial Strategies, PARNASSUS INVESTMENTS, JGP Wealth, with shared positions in $LIN, $ATO, $GWW, $SHW, $MCD, $ADP. The full ranking of 25 similar funds is below.

#1Legacy Financial Strategies, LLCActive

Notable overlap · 7 shared positions

$LIN $ATO $GWW $SHW $MCD $ADP

$615M

145 positions

#2PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$KLAC $LIN $GWW $HUBB $SHW

$33.8B

123 positions

#3JGP Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $GWW $ADP $PAYX

$1.1B

242 positions

#4MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$GWW $LIN $SHW $ADP $ATO $PAYX

$857M

166 positions

#5OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$HUBB $GWW $ETN $MCD $CMI $PAYX

$2.2B

70 positions

#6Columbus Macro, LLCPassive

Notable overlap · 6 shared positions

$KLAC $KMI $GWW $PH $CMI $ADP

$1.0B

208 positions

#7EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $HUBB $PH $ETN

$369M

77 positions

#8Greenfield Seitz Capital Management, LLCPassive

Notable overlap · 7 shared positions

$NVS $KMI $ETN $CMI $PAYX $LIN

$336M

107 positions

#9BROWN BROTHERS HARRIMAN & COActive

Notable overlap · 4 shared positions

$KLAC $LIN $PH $MCD

$22.8B

1,818 positions

#10Lafayette Investments, Inc.Active

Notable overlap · 4 shared positions

$KLAC $PAYX $NSC $PH

$542M

162 positions

#11Silver Lake Advisory, LLCPassive

Notable overlap · 7 shared positions

$KMI $GWW $ADP $PAYX $ETN $MCD

$272M

105 positions

#12JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $SHW $MCD $ADP

$4.1B

83 positions

#13Smith Group Asset Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $HUBB $PH

$2.5B

166 positions

#14Community Financial Services Group, LLCPassive

Notable overlap · 5 shared positions

$KLAC $LIN $ETN $PH $MCD

$655M

539 positions

#15Impax Asset Management Group plcActive

Notable overlap · 3 shared positions

$KLAC $LIN $HUBB

$15.4B

284 positions

#16MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$SNA $KMI $MCD $PAYX $WES $EPD

$3.7B

159 positions

#17Shoker Investment Counsel, Inc.Active

Notable overlap · 4 shared positions

$KLAC $MCD $PAYX $EPD

$398M

113 positions

#18Jackson Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $ETN $PH $KMI

$170M

86 positions

#19Regents Gate Capital LLPActive

Notable overlap · 7 shared positions

$SNA $ETN $SHW $PH $FAST $LECO

$75M

37 positions

#20Fruth Investment ManagementPassive

Notable overlap · 5 shared positions

$LIN $GWW $ETN $PH $ADP

$409M

224 positions

#21RiverGlades Family Offices LLCActive

Notable overlap · 6 shared positions

$KLAC $HUBB $ETN $EPD $ET $NVS

$218M

108 positions

#22Ayrshire Capital Management LLCPassive

Notable overlap · 3 shared positions

$KLAC $LIN $ETN

$219M

50 positions

#23CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$SNA $LIN $KMI $PAYX $FAST

$6.0B

294 positions

#24Great Diamond Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PH $CMI $GRMN $ADP $PAYX

$596M

238 positions

#25CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$LIN $NVS $KMI $MCD $ADP

$767M

184 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.