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 Mystic Asset ,

13F Portfolio OverlapQ1 2026Mystic Asset , portfolio →

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Most similar hedge funds by 13F overlap

Mystic Asset Management, Inc. is an institutional investor managing $431M across 218 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 Mystic Asset , are LYNCH & ASSOCIATES/IN, Rayburn West Financial Services, Estabrook, with shared positions in $BAC, $IBM, $SYK, $MCD, $LOW, $BA. The full ranking of 25 similar funds is below.

#1LYNCH & ASSOCIATES/INPassive

Some overlap · 7 shared positions

$BAC $IBM $SYK $MCD $LOW $BA

$533M

126 positions

#2Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$BAC $IBM $MCD $GD $C $PFE

$170M

82 positions

#3Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$BAC $ETN $PFE $IBM $C $GE

$685M

380 positions

#4Cambridge Financial Group, Inc.Active

Some overlap · 6 shared positions

$BAC $ETN $BA $MCD $C $GE

$267M

33 positions

#5Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 7 shared positions

$BAC $IBM $ETN $BA $MCD $C

$495M

128 positions

#6DMKC Advisory Services, LLCPassive

Some overlap · 6 shared positions

$BAC $PFE $ETN $LOW $C $LMT

$240M

84 positions

#7R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$BAC $PFE $BA $C $KMI $IBM

$172M

38 positions

#8InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$ETN $SYK $WM $MCD $LOW $C

$175M

108 positions

#9Americana Partners, LLCPassive

Some overlap · 7 shared positions

$ETN $IBM $BA $KMI $PFE $MCD

$3.9B

510 positions

#10BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$BAC $ETN $PFE $BA $C

$578M

108 positions

#11BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$BAC $WM $MCD $LOW $KMI $LMT

$2.3B

264 positions

#12NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$IBM $BA $ETN $MCD $GD $SYK

$367M

141 positions

#13RE ADVISERS CORPActive

Some overlap · 5 shared positions

$BAC $ETN $BA $MCD $C

$3.7B

111 positions

#14Westhampton Capital, LLCPassive

Some overlap · 6 shared positions

$ETN $IBM $WM $LOW $MCD $LMT

$214M

129 positions

#15Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$BAC $IBM $WM $MCD $GD $LMT

$245M

98 positions

#16BOYAR ASSET MANAGEMENT INC.Passive

Some overlap · 6 shared positions

$BAC $PFE $MCD $C $WM $GD

$176M

78 positions

#17POM Investment Strategies, LLCPassive

Some overlap · 6 shared positions

$BAC $IBM $PFE $GE $C $LOW

$80M

433 positions

#18Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$BAC $PFE $IBM $MCD $C

$223M

109 positions

#19Callahan Advisors, LLCPassive

Some overlap · 6 shared positions

$SYK $PFE $MCD $LOW $KMI $ETN

$1.2B

177 positions

#20Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$BAC $PFE $BA $MCD $KMI

$210M

79 positions

#21Skandinaviska Enskilda Banken AB (publ)Active

Some overlap · 5 shared positions

$BAC $SYK $IBM $MCD $GD

$4.3B

163 positions

#22Ransom Advisory, Ltd

Some overlap · 6 shared positions

$ETN $BAC $MCD $LOW $C $LMT

$254M

433 positions

#23Kimelman & Baird, LLCActive

Some overlap · 5 shared positions

$BAC $IBM $WM $BA $MCD

$1.2B

263 positions

#24Atlas Wealth LLCPassive

Some overlap · 5 shared positions

$BAC $IBM $WM $MCD $LMT

$334M

115 positions

#25FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$BAC $ETN $MCD $C $LMT

$5.0B

201 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.