What hedge funds are most similar to Massachusetts Wealth Management?

The funds with the most similar 13F portfolios to Massachusetts Wealth Management are Estabrook, Blume ,, Argyle ,, based on overlapping conviction holdings in the latest SEC filings.

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 Massachusetts Wealth

13F Portfolio OverlapQ1 2026Massachusetts Wealth portfolio →

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Most similar hedge funds by 13F overlap

Massachusetts Wealth Management is an institutional investor managing $231M across 98 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 Massachusetts Wealth are Estabrook, Blume ,, Argyle ,, with shared positions in $C, $COP, $BAC, $GLW, $PFE, $GE. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$C $COP $BAC $GLW $PFE $GE

$685M

380 positions

#2Blume Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$C $BAC $FCX $PFE $MU $WFC

$588M

337 positions

#3Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$COP $BAC $PFE $DE $KO $EMR

$308M

137 positions

#4Hosking Partners LLPActive

Notable overlap · 7 shared positions

$C $BAC $GLW $FCX $MU $COP

$2.8B

99 positions

#5guardian investment managementActive

Notable overlap · 9 shared positions

$GE $GEV $BAC $MMM $AMGN $ITW

$127M

60 positions

#6Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$C $BAC $FCX $PFE $KO $AMGN

$223M

109 positions

#7CERTUITY, LLCPassive

Notable overlap · 6 shared positions

$C $GE $BAC $MU $WFC $FCX

$1.5B

659 positions

#8CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GEV $GE $BAC $GLW $KO $AMGN

$1.3B

118 positions

#9SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$COP $C $PFE $WFC $MMM $AMGN

$728M

79 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$COP $BAC $C $KO $MU $AMGN

$5.0B

201 positions

#11STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Notable overlap · 9 shared positions

$GLW $DE $WFC $PFE $KO $ITW

$126.9B

113 positions

#12VAN STRUM & TOWNE INC.Passive

Notable overlap · 6 shared positions

$COP $EMR $AMGN $GE $PFE $GEV

$343M

111 positions

#13SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$C $GEV $FCX $DE $MU $WFC

$688M

180 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$GLW $BAC $DE $CMI $COP $AMGN

$215M

125 positions

#15Essex LLCActive

Notable overlap · 6 shared positions

$COP $GE $DE $EMR $GEV $PFE

$566M

175 positions

#16Murphy Pohlad Asset Management LLCPassive

Notable overlap · 5 shared positions

$COP $SLB $C $CMI $EMR

$279M

134 positions

#17RE ADVISERS CORPActive

Notable overlap · 5 shared positions

$C $COP $BAC $FCX $DE

$3.7B

111 positions

#18Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$COP $FCX $C $MU

$566M

28 positions

#19Spectrum Financial Alliance Ltd LLCActive

Notable overlap · 5 shared positions

$C $GE $BAC $DE $MU

$520M

30 positions

#20BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$C $BAC $COP $FCX $PFE

$578M

108 positions

#21Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$C $BAC $DE $AMGN $WFC $PFE

$170M

82 positions

#22DMKC Advisory Services, LLCPassive

Notable overlap · 7 shared positions

$BAC $DE $PFE $WFC $CMI $C

$240M

84 positions

#23MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$COP $BAC $FCX $DE

$293M

103 positions

#24Pavion Blue Capital, LLCPassive

Notable overlap · 6 shared positions

$GE $GEV $BAC $KO $WFC $COP

$230M

108 positions

#25Hudson Canyon Capital ManagementPassive

Notable overlap · 6 shared positions

$GE $COP $BAC $DE $KO $AMGN

$163M

52 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.