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Hedge Funds Similar to Mason & Associates,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mason & Associates, are Values Added Financial, ONE Advisory Partners,, Elm Partners, with shared positions in $GMM, $DDOG, $IBM, $LMT, $DUK, $D. The full ranking of 25 similar funds is below.

#1Values Added Financial LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$IBM
$238M
134 positions
#2ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$LMT
$324M
72 positions
#3Elm Partners Management LLCActive
Some overlap · 5 shared positions
$GMM$DDOG$IBM$DUK$D
$2.3B
158 positions
#4GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$ZBRA
$2.8B
853 positions
#5Aspire Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$DDOG$DUK$UPS
$443M
170 positions
#6Opes Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$BMY
$609M
146 positions
#7Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$EPAM
$476M
78 positions
#8Detalus Advisors, LLCActive
Some overlap · 5 shared positions
$GMM$DDOG$SO$NTRB$UPS
$438M
186 positions
#9NewEdge Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$DDOG$SO$IBM
$2.2B
1,217 positions
#10Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$ZBRA
$255M
130 positions
#11Tortoise Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$ZBRA$DDOG
$1.2B
252 positions
#12Cobblestone Asset Management LLCPassive
Some overlap · 6 shared positions
$GMM$CSX$D$TFC$IBM$BMY
$222M
73 positions
#13Zinnia Wealth Advisory, LLCPassive
Some overlap · 5 shared positions
$GMM$SO$MCD$DUK$NTRB
$89M
96 positions
#14Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$GMM$DDOG$CSX
$598M
101 positions
#15Roan Capital PartnersPassive
Some overlap · 4 shared positions
$GMM$DDOG$CSX$BMY
$108M
77 positions
#16Grey Fox Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$EPAM
$518M
140 positions
#17OLIO Financial PlanningSmart money
Some overlap · 3 shared positions
$DDOG$GMM$D
$361M
72 positions
#18JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$DDOG$MCD
$1.2B
819 positions
#19Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$GMM$MCD$LMT$IBM$BMY
$227M
113 positions
#20KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$GMM$MCD$DUK$IBM
$774M
216 positions
#21BRIGHTON SECURITIES CORP.Smart money
Some overlap · 4 shared positions
$GMM$DDOG$SO$DUK
$208M
47 positions
#22CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$GMM$UPS$LMT$IBM$BMY
$182M
106 positions
#23ISTHMUS PARTNERS, LLCPassive
Some overlap · 5 shared positions
$GMM$ZBRA$MCD$UPS$LMT
$953M
217 positions
#24Level Wealth Management LLCSmart money
Some overlap · 6 shared positions
$DDOG$GMM$SO$MCD$DUK$IBM
$213M
67 positions
#25RIVERSEDGE ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$BMY
$618M
216 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.