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Hedge Funds Similar to Mosaic Advisors

13F Portfolio OverlapQ2 2026Mosaic Advisors portfolio →
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Most similar hedge funds by 13F overlap

Mosaic Advisors LLC is an institutional investor managing $75M across 35 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 Mosaic Advisors are ADAMS NATURAL RESOURCES FUND, Kelly Financial Services, Dilation, with shared positions in $COP, $WMB, $SHW, $PM, $FPS, $SPCX. The full ranking of 25 similar funds is below.

#1ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 3 shared positions
$COP$WMB$SHW
$857M
50 positions
#2Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$SHW$COP$PM
$463M
130 positions
#3Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$SHW$FPS$SPCX
$200M
22 positions
#4Ripple Effect Asset Management LPActive
Notable overlap · 3 shared positions
$WMB$CSX$SPCX
$431M
24 positions
#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$WMB$PM$COP
$188M
39 positions
#6AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DOV$CSX$SPCX$PM$COP
$840M
251 positions
#7Barnett & Company, Inc.Passive
Some overlap · 3 shared positions
$WMB$COP$CSX
$135M
86 positions
#8Heritage Wealth AdvisorsActive
Some overlap · 5 shared positions
$COP$DOV$WMB$PM$CSX
$2.9B
703 positions
#9Blackstone Inc.Active
Some overlap · 3 shared positions
$WMB$SPCX$FPS
$39.0B
520 positions
#10Yaupon Capital Management LPActive
Some overlap · 3 shared positions
$WMB$FPS$CSX
$5.1B
124 positions
#11Turas Capital Management LPPassive
Some overlap · 3 shared positions
$COP$CSX$WMB
$218M
59 positions
#12Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$COP$PM
$3.7B
316 positions
#13Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$PM$COP
$637M
125 positions
#14Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$PM$CSX
$1.1B
109 positions
#15BARINGS LLCSmart money
Some overlap · 3 shared positions
$DOV$COP$WMB
$5.8B
179 positions
#16O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$WMB$SPCX$PM
$125M
61 positions
#17Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$COP$WMB
$418M
232 positions
#18REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$WMB$SHW
$769M
225 positions
#19Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$SHW$SPCX
$177M
106 positions
#20Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$COP$WMB$SHW$PM
$764M
57 positions
#21Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$WMB$SHW$PM
$754M
41 positions
#22KFA Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$SHW$DOV$PM
$425M
157 positions
#23TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$WMB$CSX$PM
$1.3B
220 positions
#24Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$SHW$DOV$TD
$486M
109 positions
#25CFM WEALTH PARTNERS LLCActive
Some overlap · 3 shared positions
$WMB$SHW$PM
$783M
149 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.