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 Mason & Associates

13F Portfolio OverlapQ1 2026Mason & Associates portfolio →

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Most similar hedge funds by 13F overlap

Mason & Associates Inc is an institutional investor managing $516M across 160 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 WESPAC Advisors SoCal,, Three Magnolias Financial Advisors,, Comprehensive Financial Planning, /PA, with shared positions in $SHW, $JHG, $PLTR, $CRWD, $VRT, $WT. The full ranking of 25 similar funds is below.

#1WESPAC Advisors SoCal, LLCPassive

Notable overlap · 5 shared positions

$SHW $JHG $PLTR $CRWD $VRT

$470M

119 positions

#2Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $SHW $WT $PLTR

$157M

103 positions

#3Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 6 shared positions

$JHG $WT $SHW $PLTR $MS $CRWD

$144M

387 positions

#4First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $SHW $WT $CRWD $DIS

$122M

80 positions

#5WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$336M

138 positions

#6Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $SHW $AMD

$67M

42 positions

#7Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$COP $JHG $MS

$581M

172 positions

#8Ergawealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $SHW $ALPS

$226M

55 positions

#9Retirement Management Systems Inc.Active

Notable overlap · 4 shared positions

$SHW $JHG $WT $MS

$415M

51 positions

#10URS Advisory LLCActive

Notable overlap · 4 shared positions

$SHW $JHG $YMM $ALPS

$137M

51 positions

#11BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$COP $JHG $WT $SHW $DIS

$129M

217 positions

#12Fiduciary Planning LLCActive

Notable overlap · 7 shared positions

$SHW $WT $ALPS $YMM $PLTR $CRWD

$331M

76 positions

#13VISTA INVESTMENT MANAGEMENTPassive

Notable overlap · 4 shared positions

$COP $JHG $WT $DIS

$301M

176 positions

#14Lionshead Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$JHG $WT $PLTR $AMD $DIS $NOC

$136M

108 positions

#15Harbour Wealth Management Group, Inc.Passive

Notable overlap · 5 shared positions

$JHG $YMM $WT $SHW $AMD

$133M

89 positions

#16Kraft, Davis & Associates, LLCPassive

Notable overlap · 4 shared positions

$SHW $COP $WT $BAR

$469M

151 positions

#17Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$195M

99 positions

#18Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active

Notable overlap · 3 shared positions

$SHW $WT $AMD

$54M

26 positions

#19Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$COP $JHG $ALPS

$1.3B

129 positions

#20Brendel Financial Advisors LLCPassive

Notable overlap · 4 shared positions

$SHW $BAR $PLTR $VRT

$202M

95 positions

#21David R. Rahn & Associates Inc.Passive

Notable overlap · 3 shared positions

$SHW $YMM $WT

$354M

122 positions

#22CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $ALPS

$309M

132 positions

#231 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $ALPS

$277M

270 positions

#24StoneCrest Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$SHW $JHG $PLTR $CRWD $VRT $AMD

$236M

73 positions

#25Center for Wealth Management AdvisoryActive

Notable overlap · 3 shared positions

$SHW $COP $MS

$139M

62 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.