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 Mosaic Advisors

13F Portfolio OverlapQ1 2026Mosaic Advisors portfolio →

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Most similar hedge funds by 13F overlap

Mosaic Advisors LLC is an institutional investor managing $67M across 42 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 Mosaic Advisors are Firestone, VSM Wealth Advisory,, Alexis Investment Partners,, with shared positions in $HUM, $COP, $MKL, $EPAM, $NTRB, $MAR. The full ranking of 25 similar funds is below.

#1Firestone Capital ManagementPassive

Substantial overlap · 4 shared positions

$HUM $COP $MKL $EPAM

$480M

160 positions

#2VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$COP $MKL $NTRB $MAR $HUM $DOV

$335M

505 positions

#3Alexis Investment Partners, LLCActive

Notable overlap · 5 shared positions

$HUM $SHW $NTRB $DIA $MAR

$145M

35 positions

#4Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$COP $MKL $DOV $HUM

$578M

118 positions

#5Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $MKL

$1.2B

1,060 positions

#6Kraft, Davis & Associates, LLCPassive

Notable overlap · 4 shared positions

$SHW $HUM $MKL $COP

$469M

151 positions

#7GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $MKL $DIA

$143M

67 positions

#8HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $EPAM $MAR $MKL

$246M

118 positions

#9Compass Advisory Group LLCActive

Notable overlap · 5 shared positions

$COP $MKL $DOV $MAR $HUM

$374M

86 positions

#10Junk Investment Group, LLCPassive

Notable overlap · 5 shared positions

$MKL $HUM $NTRB $DOV $MAR

$191M

88 positions

#11Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $COP $NTRB

$160M

82 positions

#12McClarren Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$HUM $EPAM $NTRB $MAR $MKL

$169M

79 positions

#13Portfolio Strategies, Inc.Active

Notable overlap · 4 shared positions

$EPAM $SHW $NTRB $MAR

$811M

75 positions

#14Hegarty Advisors, LLCActive

Notable overlap · 5 shared positions

$MKL $COP $DOV $HUM $DIA

$127M

57 positions

#15ETF Portfolio Partners, Inc.Active

Notable overlap · 5 shared positions

$MKL $COP $NTRB $EPAM $DOV

$381M

68 positions

#16Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$COP $MKL $EPAM $MAR

$284M

91 positions

#17Minot DeBlois Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $MKL $HUM

$110M

226 positions

#18PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $COP $DOV $NTRB

$198M

106 positions

#19Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $COP $DOV

$98M

68 positions

#20M3 Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MKL $CSX

$130M

35 positions

#21American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $COP $SHW

$750M

159 positions

#22Whitegate Investment Counselors, Inc.Active

Notable overlap · 4 shared positions

$HUM $COP $MKL $CSX

$315M

68 positions

#23Plotkin Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $SHW $COP

$199M

100 positions

#24NEPC LLCSmart money

Notable overlap · 3 shared positions

$COP $DOV $EPAM

$5.0B

51 positions

#25Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $COP $DOV

$161M

47 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.