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Hedge Funds Similar to Mustard Seed Financial

13F Portfolio OverlapQ2 2026Mustard Seed Financial portfolio →
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Most similar hedge funds by 13F overlap

Mustard Seed Financial, LLC is an institutional investor managing $192M across 97 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 Mustard Seed Financial are Horrell, Evergreen Wealth Partners, Hubbell Strickland Wealth, with shared positions in $MUSA, $OZK, $PEP, $JBHT, $ETR, $SFNC. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Some overlap · 6 shared positions
$MUSA$OZK$PEP$JBHT$ETR$SFNC
$219M
196 positions
#2Evergreen Wealth Partners LLCActive
Some overlap · 4 shared positions
$MUSA$MUR$ABT$PEP
$167M
89 positions
#3Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$DOV$FBTC$ABT$PEP
$277M
87 positions
#4McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$DOV$TXN$DELL$PEP$PWR
$1.9B
322 positions
#5UNITED BANKActive
Some overlap · 4 shared positions
$DOV$TXN$ABT$PEP
$853M
130 positions
#6St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$TXN$ABT$PEP
$875M
125 positions
#7CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$ARKB$TXN
$183M
146 positions
#8SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$HBAN$TXN$PEP$PWR
$1.1B
136 positions
#9Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$DOV$ABT$PEP$DELL
$683M
137 positions
#10NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$DOV$ABT$PEP$ROST
$606M
79 positions
#11Windsor Advisory Group, LLCActive
Some overlap · 3 shared positions
$HBAN$DOV$TXN
$138M
97 positions
#12Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$FBTC$ROST
$1.2B
297 positions
#13PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$FBTC$ABT$PEP$PWR
$209M
141 positions
#14Beaumont Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$FBTC$ABT$PEP$DELL
$1.6B
383 positions
#15Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$HBAN$TXN$DELL
$160M
124 positions
#16VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$FBTC$HBAN$DELL
$255M
160 positions
#17GeoWealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$TXN$PEP$DELL
$3.2B
882 positions
#18ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$DOV$DELL$TXN$PWR
$914M
1,049 positions
#19Ridgewood Investments LLCPassive
Some overlap · 3 shared positions
$DOV$TXN$PEP
$267M
208 positions
#20Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$TXN$PEP
$208M
86 positions
#21LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$DOV$TXN$PEP
$2.5B
117 positions
#22SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$DOV$ABT$PEP
$207M
119 positions
#23Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$ABT$PEP
$170M
121 positions
#24Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$TXN$DELL
$226M
97 positions
#25Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$TXN$ABT$DELL$PEP
$637M
146 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.