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Hedge Funds Similar to Massachusetts Wealth

13F Portfolio OverlapQ2 2026Massachusetts Wealth portfolio →
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Most similar hedge funds by 13F overlap

Massachusetts Wealth Management is an institutional investor managing $262M across 98 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 Massachusetts Wealth are Landmark Wealth, DMKC Advisory Services, SKBA, with shared positions in $C, $GLW, $FCX, $EMR, $WFC, $PFE. The full ranking of 25 similar funds is below.

#1Landmark Wealth Management, LLCActive
Notable overlap · 6 shared positions
$C$GLW$FCX$EMR$WFC$PFE
$418M
151 positions
#2DMKC Advisory Services, LLCActive
Notable overlap · 8 shared positions
$STT$CMI$DE$C$WFC$PFE
$530M
92 positions
#3SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$C$COP$WFC$PFE$MMM$KTB
$606M
79 positions
#4Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$C$GLW$COP$FCX
$902M
91 positions
#5Estabrook Capital ManagementPassive
Notable overlap · 6 shared positions
$GLW$C$COP$WFC$PFE$AMGN
$739M
344 positions
#6Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$C$FCX$WFC$PFE$DE$SLB
$684M
359 positions
#7Peloton Wealth StrategistsPassive
Notable overlap · 6 shared positions
$C$CMI$FCX$EMR$AMGN$SLB
$271M
91 positions
#8Murphy Pohlad Asset Management LLCPassive
Notable overlap · 5 shared positions
$COP$SLB$C$CMI$EMR
$287M
135 positions
#9Hosking Partners LLPActive
Notable overlap · 4 shared positions
$C$GLW$FCX$WFC
$3.0B
98 positions
#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 6 shared positions
$GLW$COP$EMR$WFC$PFE$STT
$1.5B
184 positions
#11GLOBALT Investments LLC / GAActive
Notable overlap · 6 shared positions
$GLW$STT$AMGN$C$EMR$WFC
$3.0B
213 positions
#12Aull & Monroe Investment Management CorpPassive
Notable overlap · 5 shared positions
$GLW$CMI$DE$AMGN$EMR
$239M
126 positions
#13BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 7 shared positions
$CMI$DE$EMR$MMM$PFE$C
$263M
90 positions
#14Argyle Capital Management, LLCPassive
Notable overlap · 7 shared positions
$DE$EMR$AMGN$COP$PFE$WFC
$347M
138 positions
#15Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$C$FCX$PFE$AMGN$CMI
$229M
166 positions
#16Cardinal Capital ManagementPassive
Notable overlap · 6 shared positions
$CMI$DE$EMR$COP$STT$MMM
$826M
138 positions
#17GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$SLB$STT$AMGN
$1.2B
383 positions
#18STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 7 shared positions
$GLW$WFC$DE$PFE$MMM$AMGN
$146.1B
107 positions
#19Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$CMI$WFC$AMGN$PFE
$882M
88 positions
#20Allied Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$STT$DE$WFC$PFE$MMM$EMR
$797M
110 positions
#21CULBERTSON A N & CO INCActive
Some overlap · 6 shared positions
$GLW$CMI$DE$WFC$C$STT
$859M
140 positions
#22HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$C$FCX$SLB$PFE
$508M
127 positions
#23Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$C$EMR$AMGN
$212M
109 positions
#24CHELSEA COUNSEL COPassive
Some overlap · 6 shared positions
$GLW$MMM$AMGN$EMR$FCX$COP
$236M
232 positions
#25ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$C$SLB$AMGN$PFE
$205M
60 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.