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Hedge Funds Similar to S.A. Mason

13F Portfolio OverlapQ1 2026S.A. Mason portfolio →
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Most similar hedge funds by 13F overlap

S.A. Mason LLC is an institutional investor managing $266M across 266 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 S.A. Mason are Meiji Yasuda America, Winslow ,, BNC WEALTH ,, with shared positions in $GE, $ORLY, $TJX, $PANW, $AMGN, $MU. The full ranking of 25 similar funds is below.

#1Meiji Yasuda America IncActive
Some overlap · 7 shared positions
$GE$ORLY$TJX$PANW$AMGN$MU
$404M
57 positions
#2Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$PLTR$INTU$GE$ORLY$MU$VRT
$25.6B
60 positions
#3BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$TJX$AMGN$GE$AXP
$360M
106 positions
#4Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$PLTR$GE$PANW$MU$SNDK$VRT
$172M
76 positions
#5Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$PLTR$AMGN$GE$AXP
$247M
66 positions
#6Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$TJX$AMGN$PANW$VRT
$646M
274 positions
#7Left Brain Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$GE$ORLY$MU$VRT
$255M
79 positions
#8IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PLTR$AMGN$PANW$MU$VRT
$1.1B
203 positions
#9Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$AMGN$PANW$MU$VRT
$160M
124 positions
#10PeakShares LLCPassive
Some overlap · 5 shared positions
$PLTR$TJX$PANW$MU$MCD
$109M
116 positions
#11Global X Japan Co., Ltd.Active
Some overlap · 6 shared positions
$PLTR$INTU$MU$MCD$AMGN$AXP
$1.9B
378 positions
#12Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$PLTR$GE$DDOG$PANW$VRT
$345M
78 positions
#13Stony Point Capital LLCActive
Some overlap · 5 shared positions
$TJX$ORLY$DDOG$PANW$SNDK
$1.2B
32 positions
#14Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$AMGN$PANW$MU$IAU
$752M
61 positions
#15Williams Jones Wealth Management, LLC.Active
Some overlap · 5 shared positions
$TJX$INTU$ORLY$IAU$VRT
$8.1B
514 positions
#16STF Management LP
Some overlap · 5 shared positions
$PLTR$AMGN$MU$INTU$PANW
$107M
101 positions
#17KRS Capital Management, LLCActive
Some overlap · 6 shared positions
$PLTR$PANW$MU$AXP$AMGN$TJX
$163M
115 positions
#18Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$TJX$GE$AMGN$MU$VRT
$227M
77 positions
#19SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$TJX$DDOG$PANW
$1.1B
322 positions
#20Greenline Wealth Management LLCPassive
Some overlap · 5 shared positions
$PLTR$GE$TJX$VRT$MU
$87M
94 positions
#21Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$TJX$GE$AXP
$946M
216 positions
#22WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$TJX$GE$PANW$AXP$VRT
$225M
71 positions
#23McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$TJX$GE$PANW$AXP$VRT
$105M
91 positions
#24AXS Investments LLCActive
Some overlap · 5 shared positions
$PLTR$PANW$MU$VRT$INTU
$248M
189 positions
#25Pacific Point Advisors, LLCActive
Some overlap · 5 shared positions
$INTU$ORLY$DDOG$MU$IAU
$190M
133 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.