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 MATHER GROUP,

13F Portfolio OverlapQ1 2026MATHER GROUP, portfolio →

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Most similar hedge funds by 13F overlap

MATHER GROUP, LLC. is an institutional investor managing $10.0B across 1,896 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MATHER GROUP, are Windward Private Wealth, Cornerstone Financial, Rialto Wealth ,, with shared positions in $VLTO, $SNOW, $COP, $UNIT, $DOV, $WT. The full ranking of 25 similar funds is below.

#1Windward Private Wealth Management Inc.Smart money

Notable overlap · 8 shared positions

$VLTO $SNOW $COP $UNIT $DOV $WT

$289M

44 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$VLTO $COP $SNOW $USB $DDOG $DOV

$109M

1,311 positions

#3Rialto Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$VLTO $COP $USB $UNIT $SNOW $DDOG

$445M

1,730 positions

#4Hurlow Wealth Management Group, Inc.Active

Notable overlap · 8 shared positions

$SNOW $COP $USB $SNPS $DDOG $MCD

$420M

120 positions

#5Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$VLTO $COP $UNIT

$230M

21 positions

#6Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $COP $UNIT $MKL $WT $DOV

$1.4B

58 positions

#7Mustard Seed Financial, LLCPassive

Notable overlap · 6 shared positions

$SNOW $COP $UNIT $DDOG $DOV $ABT

$167M

92 positions

#8LINCOLN NATIONAL CORPActive

Notable overlap · 3 shared positions

$VLTO $SNOW $MKL

$3.5B

19 positions

#9Grey Fox Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $UNIT $DDOG $MKL

$518M

140 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$VLTO $COP $USB $DDOG $SNOW $LOW

$350M

95 positions

#11Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $COP $USB $SNPS $UNIT

$149M

70 positions

#12Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $USB $WT

$184M

157 positions

#13Family CFO IncActive

Notable overlap · 4 shared positions

$VLTO $UNIT $USB $MKL

$223M

41 positions

#14CHRISTINE MESSMER PCActive

Notable overlap · 5 shared positions

$SNOW $COP $UNIT $DDOG $APD

$156M

80 positions

#15Silver Coast Investments LLCActive

Notable overlap · 7 shared positions

$SNOW $UNIT $USB $DOV $DDOG $AFL

$313M

119 positions

#16Graetz Wealth LLCPassive

Notable overlap · 6 shared positions

$SNOW $VLTO $USB $UNIT $DDOG $RL

$112M

80 positions

#17BARINGS LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $DOV $UNIT

$6.2B

179 positions

#18Gladwyn Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$COP $UNIT $USB $SNPS $MKL $MCD

$160M

82 positions

#19Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$SNOW $UNIT $MKL $DDOG $DOV $LOW

$1.1B

121 positions

#20Milestone Investment Advisors LLCActive

Notable overlap · 6 shared positions

$SNOW $COP $WT $NOW $UNIT $USB

$414M

139 positions

#21Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $COP $FAST

$127M

54 positions

#22PLANNING DIRECTIONS INCActive

Notable overlap · 7 shared positions

$SNOW $COP $UNIT $DOV $USB $DDOG

$198M

106 positions

#23Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $MKL $UNIT

$325M

57 positions

#24Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $UNIT $MKL $WT $COP $DOV

$950M

192 positions

#25Level Financial AdvisorsActive

Notable overlap · 5 shared positions

$COP $VLTO $SNOW $UNIT $NOW

$392M

92 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.