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Hedge Funds Similar to Mechanics Financial

13F Portfolio OverlapQ1 2026Mechanics Financial portfolio →
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Most similar hedge funds by 13F overlap

Mechanics Financial Corp is an institutional investor managing $239M across 232 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 Mechanics Financial are CAPE ANN SAVINGS BANK, STUDIO INVESTMENT, Oak Harvest Investment Services, with shared positions in $UPST, $GD, $NEE, $MCD, $DE, $IBM. The full ranking of 25 similar funds is below.

#1CAPE ANN SAVINGS BANKPassive
Notable overlap · 9 shared positions
$UPST$GD$NEE$MCD$DE$IBM
$199M
121 positions
#2STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UPST$GD$NEE$AMGN
$547M
180 positions
#3Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$UPST$MCD$AMGN$DE$MAR
$958M
176 positions
#4Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$UPST$HUBB$AMGN$IBM
$938M
146 positions
#5MainStreet Investment Advisors LLCPassive
Some overlap · 5 shared positions
$UPST$MCD$IBM$MAR$EMR
$665M
158 positions
#6SOUTH PLAINS FINANCIAL, INC.Passive
Some overlap · 7 shared positions
$UPST$GD$TMO$DE$CDNS$CMI
$172M
224 positions
#7Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$UPST$MCD$AMGN$IBM
$638M
158 positions
#8Cypress Capital, LLCActive
Some overlap · 4 shared positions
$UPST$MCD$AMGN$IBM
$351M
95 positions
#9O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$UPST$GD$IBM
$124M
55 positions
#10NORTH DALLAS BANK & TRUST COPassive
Some overlap · 8 shared positions
$GD$NEE$MCD$IBM$DE$MAR
$148M
109 positions
#11ROGCO, LPActive
Some overlap · 5 shared positions
$UPST$MCD$IBM$EMR$GD
$300M
205 positions
#12MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$UPST$NEE$PNC$GD
$295M
82 positions
#13Marotta Asset ManagementActive
Some overlap · 5 shared positions
$UPST$GD$MAR$DE$IBM
$543M
103 positions
#14Kassira Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$GD$AMGN
$109M
59 positions
#15EPG Wealth Management LLCPassive
Some overlap · 4 shared positions
$UPST$MCD$AMGN$DE
$369M
320 positions
#16Concord Wealth PartnersPassive
Some overlap · 3 shared positions
$UPST$NEE$AMGN
$770M
207 positions
#17Concord Asset Management, LLC/VAActive
Some overlap · 3 shared positions
$UPST$NEE$AMGN
$592M
117 positions
#18MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$UPST$MCD$DE
$226M
109 positions
#19Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 5 shared positions
$UPST$NEE$MAR$MCD$IBM
$414M
694 positions
#20Mills Wealth Advisors LLCActive
Some overlap · 4 shared positions
$UPST$NEE$MCD$MAR
$286M
80 positions
#21American Money Management, LLCActive
Some overlap · 3 shared positions
$UPST$MCD$MAR
$632M
168 positions
#22NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UPST$NEE$DE
$665M
255 positions
#23TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 3 shared positions
$UPST$IBM$AMGN
$1.6B
271 positions
#24VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$UPST$NEE$TMO$MCD
$469M
104 positions
#25Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$UPST$NEE$AMGN$PNC
$217M
176 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.