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Hedge Funds Similar to MUSTICO FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026MUSTICO FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

MUSTICO FINANCIAL GROUP, INC. is an institutional investor managing $143M across 46 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 MUSTICO FINANCIAL GROUP, are Curran Financial Partners,, AGP FRANKLIN,, TCM Advisors,, with shared positions in $SOFI, $BRZE, $SLV, $LOW, $NUE, $GLW. The full ranking of 25 similar funds is below.

#1Curran Financial Partners, LLCActive
Notable overlap · 4 shared positions
$SOFI$BRZE$SLV$LOW
$559M
127 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$SLV$NUE$GLW
$200M
93 positions
#3TCM Advisors, LLCSmart money
Some overlap · 6 shared positions
$SLV$IBIT$UNH$KO$IBM$LOW
$1.4B
69 positions
#4RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$SLV$IBIT$OKTA
$132M
85 positions
#5RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$SLV$IBIT$IBM
$134M
60 positions
#6Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$NUE$AMAT
$101M
307 positions
#7SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 4 shared positions
$NUE$IBIT$SLV$IBM
$277M
73 positions
#8Walser Wealth Management Company, A Ltd Liability CoActive
Some overlap · 3 shared positions
$SLV$IBIT$UNH
$223M
187 positions
#9ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$SLV$UNH$BRZE$KO
$753M
159 positions
#10Rakuten Securities, Inc.Passive
Some overlap · 3 shared positions
$SOFI$SLV$UNH
$241M
879 positions
#11RIA Advisory Group LLCPassive
Some overlap · 3 shared positions
$SLV$IBIT$KO
$421M
145 positions
#12Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$SLV$BRZE$KO$IBM
$414M
694 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$SLV$UNH$KO
$477M
70 positions
#14STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 3 shared positions
$NUE$GLW$KO
$126.9B
113 positions
#15Kellett Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SLV$UNH$KO$IBM
$184M
79 positions
#16RM Financial Services, LLCActive
Some overlap · 3 shared positions
$SLV$AMAT$IBM
$116M
75 positions
#17O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$KO$IBM
$124M
55 positions
#18Vivaldi Capital Management LPPassive
Some overlap · 3 shared positions
$SLV$NUE$AMAT
$723M
290 positions
#19Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$SLV$IBIT$UNH
$183M
28 positions
#20Richard C. Young & CO., LTD.Active
Some overlap · 3 shared positions
$SLV$IBM$LOW
$1.2B
93 positions
#21ROI Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SLV$KO$IBM
$167M
66 positions
#22Optiver Holding B.V.Active
Some overlap · 3 shared positions
$SLV$SOFI$AMAT
$289.5B
2,301 positions
#23Hyposwiss Advisors SAPassive
Some overlap · 4 shared positions
$SLV$IBIT$AMAT$BRZE
$101M
112 positions
#24MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SOFI$GLW$IBM
$121M
61 positions
#25Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$SLV$GLW$IBM
$101M
50 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.