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 Mattern Wealth

13F Portfolio OverlapQ2 2026Mattern Wealth portfolio →

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Most similar hedge funds by 13F overlap

Mattern Wealth Management LLC is an institutional investor managing $609M across 183 U.S. equity positions as of Q2 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, Stonebridge Financial Group, with shared positions in $ADI, $PSX, $MCD, $LOW, $NEE, $BLK. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$ADI $PSX $MCD $LOW $NEE $BLK

$354M

186 positions

#2Kesler, Norman & Wride, LLCPassive

Notable overlap · 11 shared positions

$ADI $PSX $LOW $NEE $BLK $EMR

$631M

271 positions

#3Stonebridge Financial Group, LLCPassive

Notable overlap · 11 shared positions

$ADI $MCD $LOW $NEE $BLK $EMR

$1.4B

275 positions

#4BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$ADI $PSX $MCD $LOW $BLK $SYK

$346M

113 positions

#5Petros Family Wealth, LLCPassive

Some overlap · 9 shared positions

$ADI $PSX $LOW $NEE $BLK $EMR

$164M

134 positions

#6BKM Wealth Management, LLCPassive

Some overlap · 9 shared positions

$ADI $LOW $MCD $NEE $BLK $EMR

$309M

154 positions

#7PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 9 shared positions

$ADI $LOW $PSX $NEE $BLK $LHX

$844M

219 positions

#8Cushing Capital Partners, LLCPassive

Some overlap · 9 shared positions

$PSX $ADI $MCD $LOW $NEE $SYK

$163M

113 positions

#9MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 9 shared positions

$ADI $LOW $NEE $BLK $LHX $ABT

$857M

166 positions

#10Boit C F DavidPassive

Some overlap · 9 shared positions

$ADI $MCD $SYK $ABT $ADP $UNP

$238M

85 positions

#11Community Financial Services Group, LLCPassive

Some overlap · 8 shared positions

$ADI $MCD $LOW $NEE $BLK $EMR

$655M

539 positions

#12SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 8 shared positions

$ADI $MCD $NEE $BLK $SYK $UNP

$643M

215 positions

#13Brown Miller Wealth Management, LLCPassive

Some overlap · 8 shared positions

$ADI $LOW $NEE $BLK $SYK $ABT

$397M

204 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 8 shared positions

$ADI $PSX $MCD $BLK $EMR $CB

$203M

58 positions

#15WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$ADI $PSX $MCD $LOW $BLK $ADP

$390M

103 positions

#16Impact Capital Partners LLCPassive

Some overlap · 8 shared positions

$ADI $MCD $BLK $UNP $ABT $LIN

$365M

267 positions

#17Marion Wealth ManagementPassive

Some overlap · 7 shared positions

$ADI $PSX $NEE $BLK $UNP $LIN

$508M

160 positions

#18HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$PSX $NEE $BLK $LHX $SYK $ABT

$194M

108 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ADI $LOW $NEE $ABT $LIN $DE

$8.0B

1,334 positions

#20NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$ADI $NEE $EMR $ABT $UNP $DE

$381M

144 positions

#21Veratis Advisors, Inc.Active

Some overlap · 6 shared positions

$PSX $ADI $MCD $LOW $BLK $SYK

$141M

84 positions

#22LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 8 shared positions

$MCD $NEE $BLK $SYK $ADP $UNP

$155M

88 positions

#23TRUST CO OF VERMONTPassive

Some overlap · 7 shared positions

$ADI $LOW $NEE $BLK $EMR $ABT

$2.8B

1,376 positions

#24Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$ADI $MCD $NEE $BLK $SYK $UNP

$170M

61 positions

#25MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 7 shared positions

$PSX $MCD $NEE $BLK $EMR $LIN

$277M

147 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.