What hedge funds are most similar to Mason Investment Advisory Services, Inc.?

The funds with the most similar 13F portfolios to Mason Investment Advisory Services, Inc. are Meredith Wealth Planning, RED LIGHTHOUSE INVESTMENT ,, Torren ,, based on overlapping conviction holdings in the latest SEC filings.

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 Mason Investment Advisory Services,

13F Portfolio OverlapQ1 2026Mason Investment Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

Mason Investment Advisory Services, Inc. is an institutional investor managing $2.2B across 79 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 Mason Investment Advisory Services, are Meredith Wealth Planning, RED LIGHTHOUSE INVESTMENT ,, Torren ,, with shared positions in $AMN, $UNIT, $DDOG, $GLDM, $MDY, $SCHW. The full ranking of 25 similar funds is below.

#1Meredith Wealth PlanningActive

Highly similar · 4 shared positions

$AMN $UNIT $DDOG $GLDM

$369M

70 positions

#2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $MDY $SCHW

$296M

80 positions

#3Torren Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $UNIT $WT

$201M

983 positions

#4Creative Capital Management Investments LLCActive

Substantial overlap · 4 shared positions

$AMN $DDOG $WT $USB

$348M

324 positions

#5WMG Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $WT $UPST

$240M

100 positions

#6Meritas Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $UNIT $UPST

$221M

60 positions

#7Kane Co Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$AMN $WT $DDOG

$119M

51 positions

#8Team Hewins, LLCSmart money

Substantial overlap · 5 shared positions

$AMN $WT $HUM $UNIT $MDY

$337M

41 positions

#9MB Generational Wealth, LLCActive

Substantial overlap · 4 shared positions

$AMN $UNIT $SE $DDOG

$181M

66 positions

#10Golden Bell Financial Planning LLCActive

Substantial overlap · 3 shared positions

$AMN $DDOG $USB

$125M

37 positions

#11STOLZ & ASSOCIATES, PSSmart money

Substantial overlap · 3 shared positions

$AMN $SE $USB

$143M

30 positions

#12HMV Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $SCHW $KKR

$213M

81 positions

#13Burk Holdings LLCPassive

Substantial overlap · 5 shared positions

$AMN $WT $HUM $DDOG $SCHW

$233M

676 positions

#14Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 5 shared positions

$AMN $UNIT $WT $SCHW $SE

$931M

518 positions

#15Physician Wealth Solutions Inc.Active

Substantial overlap · 3 shared positions

$AMN $UPST $DDOG

$242M

45 positions

#16CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$AMN $UNIT $SE

$334M

70 positions

#17TCI Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$AMN $DDOG $SCHW

$1.9B

251 positions

#18BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $HUM $SCHW

$251M

40 positions

#19Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $UNIT $HUM $KKR $USB

$98M

68 positions

#20Unison Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $WT $UPST $DDOG $KKR

$1.3B

175 positions

#21ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$AMN $UNIT $HUM $SE $DDOG

$156M

77 positions

#22RW Investment Management LLCActive

Notable overlap · 4 shared positions

$AMN $KKR $SCHW $USB

$1.0B

113 positions

#23Beaird Harris Wealth Management, LLCActive

Notable overlap · 7 shared positions

$AMN $UNIT $UPST $WT $DDOG $SCHW

$1.5B

686 positions

#24Oak Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $DDOG $SCHW

$182M

57 positions

#25Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $HUM $KKR

$126M

74 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.