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Hedge Funds Similar to Mason & Associates

13F Portfolio OverlapQ2 2026Mason & Associates portfolio →
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Most similar hedge funds by 13F overlap

Mason & Associates, LLC is an institutional investor managing $481M across 45 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 Mason & Associates are & PLANNING, Graver, Fee-Only Financial Planning, L.C., with shared positions in $SO, $MCD, $DUK, $D, $TFC, $UPS. The full ranking of 25 similar funds is below.

#1CAPITAL & PLANNING, LLC
Notable overlap · 3 shared positions
$SO$MCD$DUK
$194M
45 positions
#2Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$D$DUK$MCD
$140M
26 positions
#3Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 3 shared positions
$SO$TFC$D
$187M
45 positions
#4Griffith & Werner, Inc.Passive
Notable overlap · 3 shared positions
$TFC$SO$DUK
$213M
71 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$SO$DUK$D$MCD
$201M
57 positions
#6Signature Wealth Management Group
Notable overlap · 4 shared positions
$SO$TFC$UPS$MCD
$263M
128 positions
#7Carson Advisory Inc.Passive
Notable overlap · 3 shared positions
$SO$D$DUK
$218M
204 positions
#8Innovative Wealth Building LLCSmart money
Notable overlap · 3 shared positions
$D$MCD$TFC
$172M
84 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$UPS$MCD$DUK$SO
$233M
122 positions
#10Mayflower Financial Advisors, LLCPassive
Notable overlap · 4 shared positions
$MCD$DUK$SO$UPS
$1.2B
499 positions
#11First PREMIER BankPassive
Notable overlap · 4 shared positions
$DUK$SO$MCD$CSX
$619M
358 positions
#12LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SO$DUK$MCD
$1.0B
154 positions
#13Reliant Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$TFC$DUK$CSX
$147M
126 positions
#14Carlson Capital, L.P.Passive
Notable overlap · 3 shared positions
$TFC$MCD$UPS
$494M
74 positions
#15Aull & Monroe Investment Management CorpPassive
Notable overlap · 3 shared positions
$SO$CSX$DUK
$239M
126 positions
#16ADVOCATE GROUP LLCPassive
Notable overlap · 5 shared positions
$DUK$SO$D$MCD$UPS
$665M
122 positions
#17GODSEY & GIBB, INCPassive
Notable overlap · 4 shared positions
$D$DUK$TFC$UPS
$1.2B
383 positions
#18OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 4 shared positions
$SO$MCD$DUK$UPS
$2.7B
54 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$MCD$SO$CSX$TFC
$108M
52 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$MCD$DUK$UPS
$214M
33 positions
#21Magellan Asset Management LtdActive
Some overlap · 4 shared positions
$D$SO$DUK$CSX
$4.5B
78 positions
#22Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$UPS$TFC$MCD
$229M
166 positions
#23OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DUK$SO$UPS
$217M
118 positions
#24Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$TFC$MCD
$2.9B
326 positions
#25Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$TFC$D$DUK$MCD$SO
$703M
160 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.