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Hedge Funds Similar to Mattern Wealth

13F Portfolio OverlapQ1 2026Mattern Wealth portfolio →
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Most similar hedge funds by 13F overlap

Mattern Wealth Management LLC is an institutional investor managing $513M across 158 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 Mattern Wealth are Somerset, Kesler, Norman & Wride,, ABSHER WEALTH ,, with shared positions in $ADI, $PSX, $MCD, $LOW, $NEE, $ABT. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive
Notable overlap · 11 shared positions
$ADI$PSX$MCD$LOW$NEE$ABT
$326M
174 positions
#2Kesler, Norman & Wride, LLCPassive
Notable overlap · 10 shared positions
$ADI$PSX$LOW$NEE$ABT$LHX
$581M
245 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 8 shared positions
$NKE$ADI$MCD$ABT$EMR$ADP
$853M
70 positions
#4MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 9 shared positions
$PSX$MCD$LOW$NEE$ABT$LHX
$835M
170 positions
#5InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$NKE$MCD$LOW$NEE$SYK$CB
$175M
108 positions
#6BRADY FAMILY WEALTH, LLCPassive
Some overlap · 8 shared positions
$ADI$PSX$MCD$LOW$ABT$SYK
$321M
110 positions
#7NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 9 shared positions
$ADI$MCD$NEE$ABT$SYK$EMR
$367M
141 positions
#8FLOSSBACH VON STORCH SEActive
Some overlap · 6 shared positions
$NKE$ADI$ABT$SYK$MCD$LIN
$21.4B
109 positions
#9Petros Family Wealth, LLCPassive
Some overlap · 7 shared positions
$PSX$ADI$LOW$NEE$LHX$SYK
$140M
131 positions
#10Nicholson Wealth Management Group, LLCPassive
Some overlap · 7 shared positions
$ADI$PSX$MCD$NEE$LHX$LIN
$172M
114 positions
#11VeraBank, N.A.Active
Some overlap · 6 shared positions
$NKE$LOW$MCD$ABT$DE$NEE
$546M
173 positions
#12Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$NKE$LOW$NEE$SYK$LIN
$359M
142 positions
#13PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 8 shared positions
$ADI$LOW$NEE$PSX$MCD$LHX
$763M
214 positions
#14Boit C F DavidPassive
Some overlap · 8 shared positions
$ADI$MCD$ABT$SYK$ADP$LIN
$225M
117 positions
#15JGP Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ADI$LOW$NEE$ABT$LHX$NKE
$961M
223 positions
#16Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$NKE$LOW$ABT$ADP
$333M
88 positions
#17BKM Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ADI$LOW$ABT$LHX$NEE$EMR
$274M
148 positions
#18Ark Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$NKE$MCD$LOW$NEE$EMR$LIN
$101M
80 positions
#19Belleair Asset Management, LLCPassive
Some overlap · 4 shared positions
$NKE$LOW$NEE$DE
$110M
77 positions
#20HMV Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$NEE$UNP$ABT$SYK
$213M
81 positions
#21BAKER BOYER NATIONAL BANKSmart money
Some overlap · 5 shared positions
$NKE$MCD$EMR$DE$UNP
$333M
91 positions
#22Brown Miller Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ADI$LOW$NEE$ABT$SYK$LIN
$352M
191 positions
#23DiNuzzo Private Wealth, Inc.Active
Some overlap · 4 shared positions
$NKE$MCD$NEE$LOW
$928M
1,345 positions
#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ADI$LOW$NEE$ABT$LIN$CB
$7.8B
1,278 positions
#25Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$NKE$PSX$NEE
$279M
141 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.