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 Mustard Seed Financial,

13F Portfolio OverlapQ1 2026Mustard Seed Financial, portfolio →

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Most similar hedge funds by 13F overlap

Mustard Seed Financial, LLC is an institutional investor managing $167M across 92 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 Mustard Seed Financial, are McCarthy Asset ,, Longview Financial Advisors, Towneley , / DE, with shared positions in $COP, $SNOW, $BRZE, $NKE, $SCHW, $DDOG. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$COP $SNOW $BRZE

$192M

27 positions

#2Longview Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$COP $SNOW $NKE $SCHW

$184M

157 positions

#3Towneley Capital Management, Inc / DESmart money

Substantial overlap · 6 shared positions

$COP $BRZE $DDOG $SNOW $DOV $NKE

$478M

42 positions

#4Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$SNOW $BRZE $COP $UNIT $SCHW $DOV

$1.4B

58 positions

#5GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$COP $DDOG $UNIT $SNOW

$212M

87 positions

#6Altiora Financial Group, LLCActive

Notable overlap · 6 shared positions

$DDOG $SNOW $BRZE $NKE $COP $UNIT

$607M

110 positions

#7CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $COP $DDOG $UNIT $BRZE $KKR

$156M

80 positions

#8FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$COP $BRZE $SCHW

$264M

25 positions

#9Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $BRZE $COP $UNIT $KKR

$149M

70 positions

#10Verus Financial Partners, Inc.Smart money

Notable overlap · 7 shared positions

$SNOW $BRZE $UNIT $DDOG $NKE $DOV

$1.1B

121 positions

#11Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $BRZE $DOV

$176M

177 positions

#12Trellis Wealth Advisors LLCSmart money

Notable overlap · 5 shared positions

$COP $BRZE $DOV $DDOG $KKR

$263M

47 positions

#13Zhang Financial LLCActive

Notable overlap · 6 shared positions

$SNOW $BRZE $UNIT $COP $DOV $KKR

$2.9B

367 positions

#14Finhabits Advisors LLCActive

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$108M

15 positions

#15BARINGS LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $DOV $UNIT $MAR

$6.2B

179 positions

#16AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$COP $DDOG $SCHW $NKE $MAR

$445M

77 positions

#17Passive Capital Management, LLC.Active

Notable overlap · 7 shared positions

$SNOW $DDOG $SCHW $NKE $KKR $MAR

$335M

104 positions

#18Clarity Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$SNOW $BRZE $COP $UNIT $SCHW $NKE

$215M

95 positions

#19VSM Wealth Advisory, LLCPassive

Notable overlap · 8 shared positions

$COP $DDOG $UNIT $KKR $SCHW $MAR

$335M

505 positions

#20William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $DDOG $SNOW

$175M

73 positions

#21Eaton-Cambridge Inc.Smart money

Notable overlap · 3 shared positions

$COP $DDOG $HBAN

$320M

56 positions

#22Grey Fox Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $COP $UNIT $SCHW $DDOG $BRZE

$518M

140 positions

#23Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNOW $COP $DDOG $SCHW $KKR

$420M

120 positions

#24Investments & Financial Planning, LLCSmart money

Notable overlap · 5 shared positions

$COP $SNOW $DOV $UNIT $SCHW

$184M

36 positions

#25MATHER GROUP, LLC.Active

Notable overlap · 6 shared positions

$SNOW $COP $UNIT $DDOG $DOV $ABT

$10.0B

1,896 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.