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 ,

13F Portfolio OverlapQ1 2026MATTERN , portfolio →

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Most similar hedge funds by 13F overlap

MATTERN CAPITAL MANAGEMENT, LLC is an institutional investor managing $835M across 170 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 , are Nicholson Wealth Group,, Somerset, MITCHELL & PAHL PRIVATE WEALTH,, with shared positions in $PSX, $LHX, $LIN, $CB, $ATO, $NEE. The full ranking of 25 similar funds is below.

#1Nicholson Wealth Management Group, LLCPassive

Substantial overlap · 17 shared positions

$PSX $LHX $LIN $CB $ATO $NEE

$172M

114 positions

#2Somerset Trust CoPassive

Notable overlap · 14 shared positions

$NEE $LOW $AFL $LHX $LIN $CB

$326M

174 positions

#3MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 11 shared positions

$PSX $NEE $LIN $GD $WEC $AFL

$246M

145 positions

#4PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$GWW $NEE $LOW $AFL $ABT $ADP

$196M

53 positions

#5DEARBORN PARTNERS LLCActive

Notable overlap · 10 shared positions

$WEC $ATO $MSI $ADP $ABT $ACN

$1.8B

269 positions

#6BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$PSX $LOW $CB $GD $ABT $BR

$321M

110 positions

#7Tandem Investment Advisors, Inc.Active

Notable overlap · 9 shared positions

$NEE $WEC $ABT $ROP $BR $ADP

$2.0B

83 positions

#8Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$COR $LOW $LHX $CB $PSX $GD

$581M

245 positions

#9CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$NEE $LHX $LIN $CB $ADP $PLD

$739M

164 positions

#10Legacy Financial Strategies, LLCActive

Notable overlap · 13 shared positions

$SHW $AFL $ATO $NEE $LIN $LOW

$554M

140 positions

#11JGP Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$GWW $NEE $LHX $LOW $ADP $AFL

$961M

223 positions

#12Financial & Tax Architects, LLCPassive

Notable overlap · 8 shared positions

$NEE $LOW $GD $ABT $ADP $ECL

$448M

108 positions

#13Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$PSX $NEE $LOW $AFL $GD $ADP

$105M

62 positions

#14Brown Miller Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$NEE $CB $LIN $LOW $ABT $GD

$352M

191 positions

#15ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 10 shared positions

$NEE $CB $TT $ECL $PSX $GD

$331M

183 positions

#16Covea FinanceActive

Notable overlap · 9 shared positions

$AWK $LHX $MSI $ABT $WM $LOW

$2.9B

146 positions

#17LETSON INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 8 shared positions

$CB $ABT $ADP $INTU $PAYX $TT

$260M

101 positions

#18Palisade Asset Management, LLCActive

Notable overlap · 8 shared positions

$LHX $GD $ABT $UNH $ADP $ECL

$996M

195 positions

#19Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$NEE $ABT $BR $ADP $INTU $ECL

$936M

168 positions

#20Brentview Investment Management LLCPassive

Notable overlap · 7 shared positions

$WEC $NEE $LOW $LIN $CEG $TT

$231M

63 positions

#21Asset Advisors Investment Management, LLCActive

Notable overlap · 10 shared positions

$CB $AWK $INTU $ABT $SHW $PAYX

$1.0B

106 positions

#22TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 8 shared positions

$GWW $ABT $LOW $ECL $SHW $GD

$911M

918 positions

#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$LIN $NEE $LOW $ABT $CB $WM

$7.8B

1,278 positions

#24CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$WEC $LIN $AWK $CB $BR $PAYX

$6.4B

290 positions

#25ICW Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$COR $LIN $SHW $MCD $ABT $GD

$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.