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 Mattson Financial Services,

13F Portfolio OverlapQ1 2026Mattson Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Mattson Financial Services, LLC is an institutional investor managing $419M across 232 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 Mattson Financial Services, are Safe Harbor Wealth Advisors,, Brown Financial Advisors, Paladin Wealth,, with shared positions in $JHG, $MS, $TGT, $MDT, $ARKO, $KO. The full ranking of 25 similar funds is below.

#1Safe Harbor Wealth Advisors, LLC

Substantial overlap · 20 shared positions

$JHG $MS $TGT $MDT $ARKO $KO

$103M

96 positions

#2Brown Financial AdvisorsPassive

Notable overlap · 17 shared positions

$JHG $MS $TGT $UNH $MDT $KO

$264M

209 positions

#3Paladin Wealth, LLCPassive

Notable overlap · 17 shared positions

$JHG $MS $TGT $ETN $MDT $KO

$145M

125 positions

#4Gradient Investments LLCPassive

Notable overlap · 18 shared positions

$JHG $MS $TGT $KO $MDT $UNH

$6.5B

420 positions

#5Asio Capital, LLCActive

Notable overlap · 9 shared positions

$JHG $UNH $COP $LOW $LRCX $PANW

$712M

110 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$MS $TGT $UNH $KO $ABT $COP

$1.4B

56 positions

#7CONNORS INVESTOR SERVICES INCActive

Notable overlap · 8 shared positions

$MS $MDT $KO $ETN $ABT $LOW

$1.1B

149 positions

#8Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MS $TGT $MDT $UNH $COP $LOW

$9.8B

213 positions

#9Persium Advisors, LLCActive

Some overlap · 7 shared positions

$MDT $UNH $MCD $ABT $LRCX $COP

$127M

60 positions

#10Community Financial Services Group, LLCPassive

Some overlap · 8 shared positions

$ETN $MCD $LOW $PANW $ABT $BAC

$568M

460 positions

#11RE ADVISERS CORPActive

Some overlap · 7 shared positions

$UNH $ETN $MCD $ABT $LRCX $COP

$3.7B

111 positions

#12William B. Walkup & Associates, Inc.Active

Some overlap · 7 shared positions

$MS $UNH $COP $ABT $LOW $MCD

$167M

163 positions

#13ALBION FINANCIAL GROUP /UTActive

Some overlap · 7 shared positions

$JHG $COP $PWR $SBUX $APH $MS

$1.5B

737 positions

#14NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$JHG $ABT $KO $ETN $MCD $ECL

$367M

141 positions

#15Haverford Trust CoActive

Some overlap · 6 shared positions

$JHG $ETN $KO $LOW $MDT $MCD

$10.9B

419 positions

#16VIAWEALTH, LLCPassive

Some overlap · 6 shared positions

$JHG $UNH $MDT $COP $BAC $PANW

$180M

159 positions

#17Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 7 shared positions

$JHG $COP $PWR $LOW $ETN $URI

$407M

601 positions

#18Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$JHG $MDT $UNH $KO $APH $MS

$477M

70 positions

#19Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $MDT $KO $MCD $LOW $SBUX

$272M

95 positions

#20Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$MDT $UNH $KO $ETN $MCD $COP

$218M

69 positions

#21Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$MS $UNH $KO $MDT $MCD $ECL

$168M

136 positions

#22DMKC Advisory Services, LLCPassive

Some overlap · 6 shared positions

$TGT $MDT $ETN $ABT $LOW $BAC

$240M

84 positions

#23New England Research & Management, Inc.Passive

Some overlap · 7 shared positions

$KO $MCD $MS $ABT $PANW $PWR

$237M

143 positions

#24Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MS $KO $MCD $ABT $LOW $SBUX

$353M

78 positions

#25Vanguard Capital Wealth AdvisorsPassive

Some overlap · 7 shared positions

$MS $MCD $BAC $APH $URI $COP

$108M

120 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.