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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 Inc is an institutional investor managing $619M across 161 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 Blue Line , / IL, FORTEM FINANCIAL GROUP, Krane Funds Advisors, with shared positions in $ALPS, $PLTR, $CRWD, $VRT, $NOW, $YMM. The full ranking of 25 similar funds is below.

#1Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$ALPS$PLTR$CRWD$VRT$NOW
$120M
92 positions
#2FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$YMM$PLTR$CRWD$NLY
$490M
188 positions
#3Krane Funds Advisors LLCActive
Some overlap · 3 shared positions
$YMM$PLTR$NOW
$2.8B
185 positions
#4Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$PLTR$CRWD$YMM$GLW$VRT
$560M
132 positions
#5LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$BAR$CRWD$PLTR
$874M
275 positions
#6Trilogy Capital Inc.Active
Some overlap · 4 shared positions
$ALPS$PLTR$VRT$YMM
$2.6B
404 positions
#7KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$PLTR$CRWD$GLW$ALPS$VRT
$90M
545 positions
#8Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$ASML$VRT$NOW
$228M
70 positions
#9Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$BAR$PLTR$VRT$SHW
$216M
101 positions
#10GenTrust, LLCActive
Some overlap · 3 shared positions
$YMM$PLTR$CRWD
$2.6B
201 positions
#11Annex Advisory Services, LLCActive
Some overlap · 3 shared positions
$ALPS$ASML$VRT
$5.9B
356 positions
#12Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ASML$VRT
$819M
339 positions
#13Kultura Capital Management LPActive
Some overlap · 4 shared positions
$CRWD$ASML$PLTR$VICR
$553M
66 positions
#14KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ASML$SHW
$351M
166 positions
#15Clay Northam Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$CRWD$PLTR$VRT
$203M
109 positions
#16GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CRWD$ASML$GLW$VRT$NOW
$179M
118 positions
#17Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$CRWD$ASML$GLW$VRT$NOW
$115M
89 positions
#18Lineweaver Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ALPS$GLW$ASML
$845M
182 positions
#19Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$VICR$CRWD$VRT
$442M
84 positions
#20Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$GLW$VRT$NOW
$234M
81 positions
#21Forefront Wealth Partners, LLC
Some overlap · 5 shared positions
$ASML$CRWD$PLTR$VRT$NOW
$323M
177 positions
#22MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 5 shared positions
$CRWD$ASML$GLW$PLTR$DIS
$148M
59 positions
#23PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$GLW$VRT$NOW
$174M
92 positions
#24GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$VRT$OSCR
$363M
43 positions
#25Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$CRWD$GLW$VRT
$214M
76 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.