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Hedge Funds Similar to Mystic Asset

13F Portfolio OverlapQ2 2026Mystic Asset portfolio →
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Most similar hedge funds by 13F overlap

Mystic Asset Management, Inc. is an institutional investor managing $468M across 225 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 Mystic Asset are Richwood Investment Advisors, InTrack Investment, DMKC Advisory Services, with shared positions in $BA, $ETN, $C, $LOW, $WM, $MCD. The full ranking of 25 similar funds is below.

#1Richwood Investment Advisors, LLCActive
Notable overlap · 9 shared positions
$BA$ETN$C$LOW$WM$MCD
$142M
106 positions
#2InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$ETN$SYK$WM$C$LOW$MCD
$202M
110 positions
#3DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$ETN$BA$PFE$C$LOW$PEP
$530M
92 positions
#4CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$ETN$SYK$WM$LOW$PEP$MS
$1.2B
153 positions
#5Retirement Planning Co of New England, Inc.Passive
Some overlap · 6 shared positions
$ETN$ZVRA$BA$KMI$CVS$MS
$278M
260 positions
#6Callahan Advisors, LLCActive
Some overlap · 7 shared positions
$SYK$LOW$MCD$PFE$ETN$PEP
$1.3B
181 positions
#7Haverford Trust CoActive
Some overlap · 6 shared positions
$ETN$SYK$LOW$MCD$PEP$WM
$11.6B
424 positions
#8TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$ETN$SYK$BA$WM$CVS
$238M
118 positions
#9Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$ETN$WM$PFE$MCD$PEP$CVS
$227M
73 positions
#10Oak Asset Management, LLCActive
Some overlap · 7 shared positions
$SYK$LOW$MCD$WM$CVS$PEP
$311M
115 positions
#11First Financial Bank - Trust DivisionActive
Some overlap · 5 shared positions
$ETN$SYK$GLW$LOW$PEP
$1.4B
208 positions
#12BDFS Capital LLCActive
Some overlap · 5 shared positions
$ETN$BA$WM$SYK$C
$230M
116 positions
#13St. Clair Advisors, LLCSmart money
Some overlap · 6 shared positions
$ETN$SYK$LOW$PEP$PFE$GD
$389M
78 positions
#14UNITED BANKActive
Some overlap · 6 shared positions
$WM$GLW$SYK$MCD$GD$PEP
$853M
130 positions
#15Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$ETN$GLW$WM$MCD$LOW
$686M
532 positions
#16BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$SYK$ETN$LOW$MCD$GD$PEP
$346M
113 positions
#17Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$ETN$SYK$WM$LOW$PEP
$339M
49 positions
#18CITIZENS & NORTHERN CORPActive
Some overlap · 6 shared positions
$GLW$ETN$C$BA$GD$CVS
$438M
117 positions
#19Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$GLW$PFE$C$MCD$PEP$CVS
$186M
123 positions
#20Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ETN$WM$MCD$GD$PEP
$113M
58 positions
#21STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$ETN$WM$GLW$GD$KMI
$670M
265 positions
#22United BankPassive
Some overlap · 6 shared positions
$ETN$C$LOW$MCD$GD$CVS
$329M
122 positions
#23TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 6 shared positions
$SYK$LOW$MCD$GD$PEP$CVS
$1.0B
880 positions
#24BURNS J W & CO INC/NYActive
Some overlap · 6 shared positions
$SYK$WM$MCD$PEP$MS$LOW
$959M
189 positions
#25DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ETN$SYK$BA$WM
$124M
100 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.