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 Mascoma Wealth

13F Portfolio OverlapQ1 2026Mascoma Wealth portfolio →

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Most similar hedge funds by 13F overlap

Mascoma Wealth Management LLC is an institutional investor managing $484M across 515 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 Mascoma Wealth are Xena Financial Planning,, Windsor ,, Decker Retirement Planning, with shared positions in $NOW, $GMM, $MUFG, $DDOG, $AFRM, $SCHW. The full ranking of 25 similar funds is below.

#1Xena Financial Planning, LLCActive

Some overlap · 5 shared positions

$NOW $GMM $MUFG $DDOG $AFRM

$89M

33 positions

#2Windsor Capital Management, LLCActive

Some overlap · 4 shared positions

$NOW $GMM $SCHW $AMGN

$355M

123 positions

#3Decker Retirement Planning Inc.Passive

Some overlap · 6 shared positions

$NOW $HUM $SCHW $MUFG $LRCX $MS

$221M

284 positions

#4Stanich Group LLCSmart money

Some overlap · 5 shared positions

$NOW $GMM $HUM $MUFG $MS

$131M

47 positions

#5Brio Consultants, LLCActive

Some overlap · 7 shared positions

$GMM $NOW $HUM $SCHW $LRCX $MS

$818M

152 positions

#6Shira Ridge Wealth ManagementActive

Some overlap · 4 shared positions

$NOW $HUM $SCHW $VZ

$253M

79 positions

#7Sincerus Advisory, LLCActive

Some overlap · 5 shared positions

$NOW $HUM $SCHW $DDOG $AFRM

$132M

76 positions

#8JNBA Financial AdvisorsActive

Some overlap · 6 shared positions

$GMM $HUM $NOW $MUFG $SCHW $DDOG

$1.2B

819 positions

#9Values Added Financial LLCPassive

Some overlap · 6 shared positions

$GMM $NOW $HUM $TMO $DDOG $AFRM

$238M

134 positions

#10HILLTOP WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$NOW $GMM $MUFG

$167M

53 positions

#11Advocacy Wealth Management, LLCActive

Some overlap · 4 shared positions

$GMM $SCHW $NOW $RELX

$2.3B

143 positions

#12Pioneer Wealth Management GroupSmart money

Some overlap · 4 shared positions

$NOW $SCHW $HUM $DDOG

$357M

50 positions

#13Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$NOW $HUM $SCHW

$436M

125 positions

#14Fonville Wealth Management LLCPassive

Some overlap · 3 shared positions

$GMM $HUM $SCHW

$525M

138 positions

#15Hamrick Investment Counsel, llcPassive

Some overlap · 4 shared positions

$NOW $HUM $VZ $AMGN

$180M

359 positions

#16Balanced Rock Investment Advisors LLCPassive

Some overlap · 5 shared positions

$NOW $SCHW $MUFG $MS $AFRM

$143M

96 positions

#17CRUX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$NOW $HUM $SCHW $MUFG

$261M

181 positions

#18SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 4 shared positions

$NOW $SCHW $VZ $DDOG

$119M

61 positions

#19Centennial Bank/AR/Passive

Some overlap · 5 shared positions

$NOW $SCHW $MUFG $LRCX $TMO

$279M

323 positions

#20SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Some overlap · 3 shared positions

$NOW $HUM $MUFG

$154M

39 positions

#21Manchester Global Management (UK) LtdActive

Some overlap · 3 shared positions

$NOW $SCHW $LRCX

$749M

23 positions

#22Affiance Financial, LLCActive

Some overlap · 4 shared positions

$GMM $NOW $HUM $MUFG

$617M

106 positions

#23Brooklyn FI, LLCActive

Some overlap · 6 shared positions

$GMM $NOW $SCHW $MUFG $DDOG $AFRM

$476M

78 positions

#24Bond & Devick Financial Network, Inc.Passive

Some overlap · 5 shared positions

$NOW $GMM $MUFG $AMGN $DDOG

$358M

188 positions

#25Archer Investment Management, LLCPassive

Some overlap · 6 shared positions

$GMM $NOW $MUFG $HUM $MS $DDOG

$238M

108 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.