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Hedge Funds Similar to Mattson Financial Services

13F Portfolio OverlapQ2 2026Mattson Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Mattson Financial Services, LLC is an institutional investor managing $478M across 235 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 Mattson Financial Services are Paladin Wealth, Gradient Investments, Brown Financial Advisors, with shared positions in $MS, $TGT, $ETN, $URI, $MDT, $APH. The full ranking of 25 similar funds is below.

#1Paladin Wealth, LLCPassive
Notable overlap · 16 shared positions
$MS$TGT$ETN$URI$MDT$APH
$185M
156 positions
#2Gradient Investments LLCPassive
Notable overlap · 15 shared positions
$MS$TGT$ETN$URI$APH$MDT
$7.0B
457 positions
#3Brown Financial AdvisorsPassive
Notable overlap · 12 shared positions
$MS$TGT$MDT$ETN$MCD$URI
$286M
212 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 7 shared positions
$MS$TGT$MDT$SBUX$PYPL$LOW
$1.2B
100 positions
#5Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$MS$TGT$MDT$COP$LOW$NEE
$10.2B
208 positions
#6Orange Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$MS$MDT$URI$APH$PWR$SBUX
$802M
137 positions
#7Fiduciary Alliance LLCPassive
Some overlap · 6 shared positions
$MS$ETN$COP$PYPL$NEE$PWR
$1.3B
503 positions
#8Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$MS$MDT$TGT$SBUX$NEE
$158M
78 positions
#9Lionsbridge Wealth Management LLCActive
Some overlap · 5 shared positions
$MS$ETN$APH$COP$PWR
$90M
63 positions
#10FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$ETN$MDT$MCD$COP$NOW$NEE
$5.3B
210 positions
#11Signet Private Wealth LLCPassive
Some overlap · 6 shared positions
$MS$ETN$URI$MCD$NEE$APH
$125M
127 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$TGT$SBUX$COP$NEE
$1.3B
58 positions
#13TriCert Investment Counsel Inc.Passive
Some overlap · 5 shared positions
$MS$ETN$SBUX$MDT$MLM
$1.1B
88 positions
#14DUNCKER STREETT & CO INCPassive
Some overlap · 6 shared positions
$APH$TGT$CRWD$URI$LOW$PWR
$591M
521 positions
#15Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$SBUX$MCD$NOW
$360M
73 positions
#16Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$SBUX$MCD$LOW
$292M
99 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$MS$TGT$MDT$MCD
$646M
122 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$ETN$NOW$PWR$NEE
$1.5B
191 positions
#19HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$CRWD$APH$MCD$NEE
$1.7B
479 positions
#20Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$MS$ETN$CRWD$PWR$NEE
$1.6B
184 positions
#21Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$MS$MDT$LOW$TGT$NEE
$148M
110 positions
#22Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$ETN$NOW$LOW$MDT
$306M
120 positions
#23River Street Advisors LLCPassive
Some overlap · 5 shared positions
$MS$ETN$NEE$PWR$MCD
$324M
176 positions
#24Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$ETN$URI$CRWD$NOW$LOW
$917M
38 positions
#25Cypress Capital, LLCActive
Some overlap · 5 shared positions
$ETN$MDT$SBUX$MCD$LOW
$377M
117 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.