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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
$172M
134 positions
#2Gradient Investments LLCPassive
Notable overlap · 15 shared positions
$MS$TGT$ETN$URI$APH$MDT
$7.2B
448 positions
#3Brown Financial Advisors
Notable overlap · 12 shared positions
$MS$TGT$MDT$ETN$MCD$URI
$264M
209 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 7 shared positions
$MS$TGT$MDT$SBUX$PYPL$LOW
$1.2B
106 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
$823M
143 positions
#7Fiduciary Alliance LLCPassive
Some overlap · 6 shared positions
$MS$ETN$COP$PYPL$NEE$PWR
$1.5B
535 positions
#8Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$MS$MDT$TGT$SBUX$NEE
$169M
84 positions
#9Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$MS$ETN$APH$COP$PWR
$102M
68 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.Active
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
$358M
74 positions
#16Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$SBUX$MCD$LOW
$297M
103 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$MS$TGT$MDT$MCD
$665M
122 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$ETN$NOW$PWR$NEE
$1.4B
177 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
$300M
123 positions
#23River Street Advisors LLCPassive
Some overlap · 5 shared positions
$MS$ETN$NEE$PWR$MCD
$340M
177 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
$370M
113 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.