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Hedge Funds Similar to MOSAIC FAMILY WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026MOSAIC FAMILY WEALTH PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

MOSAIC FAMILY WEALTH PARTNERS, LLC is an institutional investor managing $977M across 286 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 MOSAIC FAMILY WEALTH PARTNERS, are E&G Advisors,, Total Clarity Wealth ,, CPWA,, with shared positions in $UNIT, $WT, $USB, $JHG, $AMAT, $NEE. The full ranking of 25 similar funds is below.

#1E&G Advisors, LPPassive
Some overlap · 7 shared positions
$UNIT$WT$USB$JHG$AMAT$NEE
$449M
236 positions
#2Total Clarity Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$UNIT$WT$JHG$APP$BAH$IAU
$426M
311 positions
#3CPWA, LLCPassive
Some overlap · 5 shared positions
$UNIT$WT$MU$AMAT$NKE
$84M
90 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$WT$APP$JHG$NKE$IAU$NEE
$477M
70 positions
#5Chemistry Wealth Management LLCPassive
Some overlap · 7 shared positions
$UNIT$MU$BAH$NKE$IAU$UPST
$569M
204 positions
#6CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$UNIT$WT$USB$IAU$NEE
$149M
96 positions
#7Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$UNIT$WT$IAU$NEE$UPST
$950M
192 positions
#8Glass Jacobson Investment Advisors llcPassive
Some overlap · 6 shared positions
$UNIT$USB$NKE$IAU$NEE$UPST
$290M
607 positions
#9Transcendent Capital Group LLCPassive
Some overlap · 6 shared positions
$WT$USB$APP$BAH$UPST$AMAT
$219M
112 positions
#10CRA Financial Services, LLCPassive
Some overlap · 6 shared positions
$WT$USB$JHG$BAH$NEE$BAC
$770M
296 positions
#11FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$UNIT$WT$NKE$NEE$MU
$293M
105 positions
#12Checchi Capital Advisers, LLCActive
Some overlap · 4 shared positions
$UNIT$WT$USB$IAU
$2.0B
604 positions
#13Eaton Financial Holdings Company, LLCPassive
Some overlap · 6 shared positions
$WT$MU$USB$BAH$NKE$BAC
$305M
125 positions
#14American Investment Services, Inc.Active
Some overlap · 6 shared positions
$UNIT$USB$NKE$IAU$UPST$NEE
$448M
132 positions
#15TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$UNIT$USB$MU$IAU$NEE
$366M
171 positions
#16LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$UNIT$MU$AMAT$IAU$NEE$FCX
$348M
277 positions
#17AXS Investments LLCActive
Some overlap · 5 shared positions
$WT$APP$MU$JHG$UPST
$248M
189 positions
#18Pallas Capital Advisors LLCPassive
Some overlap · 6 shared positions
$WT$JHG$USB$NKE$BAC$EMR
$2.7B
862 positions
#19Midwest Financial Group LLCPassive
Some overlap · 5 shared positions
$UNIT$USB$MU$BAH$AMAT
$234M
126 positions
#20Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UNIT$WT$NKE$EMR$USB
$473M
582 positions
#21CWC Advisors, LLC.Passive
Some overlap · 5 shared positions
$UNIT$MU$USB$NKE$UPST
$210M
149 positions
#22Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$UNIT$WT$IAU$USB$UPST
$365M
111 positions
#23CLG LLCActive
Some overlap · 5 shared positions
$WT$USB$JHG$BAH$NKE
$403M
134 positions
#24ARVEST INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$UNIT$USB$JHG$UPST$MU
$733M
199 positions
#25Pasadena Private Wealth, LLCPassive
Some overlap · 4 shared positions
$UNIT$WT$JHG$BAC
$723M
277 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.