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Hedge Funds Similar to Mascagni Wealth

13F Portfolio OverlapQ3 2026Mascagni Wealth portfolio →
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Most similar hedge funds by 13F overlap

Mascagni Wealth Management, Inc. is an institutional investor managing $165M across 140 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mascagni Wealth are Oder Investment, Harvest Portfolios Group, InTrack Investment, with shared positions in $PLTR, $CRWD, $HBAN, $FTNT, $CMI, $SYK. The full ranking of 25 similar funds is below.

#1Oder Investment Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$HBAN$FTNT$CMI
$149M
113 positions
#2Harvest Portfolios Group Inc.Active
Some overlap · 4 shared positions
$PLTR$CRWD$SYK$SPCX
$7.1B
267 positions
#3InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PLTR$SYK$FTNT$ETN
$207M
106 positions
#4Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$FTNT
$119M
84 positions
#5Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$CRWD$HBAN$ETN
$120M
92 positions
#6RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$FTNT
$540M
85 positions
#7KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$PLTR$CRWD$SPCX$ARM
$90M
545 positions
#8MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$CRWD$SPCX$CMI
$378M
343 positions
#9Financial Connections Group, Inc.
Some overlap · 4 shared positions
$PLTR$CRWD$UNP$PEP
$288M
251 positions
#10Vident Advisory, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$FTNT
$13.9B
1,919 positions
#11Sage Capital Advisors,llcPassive
Some overlap · 5 shared positions
$PLTR$SPCX$CSX$UNP$PEP
$498M
145 positions
#12Menard Financial Group LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$SPCX
$184M
80 positions
#13IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 5 shared positions
$PLTR$CRWD$SYK$SPCX$PEP
$1.6B
289 positions
#14Aster Capital Management (DIFC) LtdPassive
Some overlap · 5 shared positions
$PLTR$SYK$HBAN$UNP$PEP
$470M
808 positions
#15Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$PLTR$CRWD$SPCX
$7.7B
276 positions
#16CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$SYK$PEP$ETN
$1.2B
153 positions
#17Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$SPCX
$717M
251 positions
#18Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$PLTR$CRWD$SYK
$227M
47 positions
#19Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PLTR$SYK$PEP
$1.0B
120 positions
#20KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$UNP
$351M
166 positions
#21Realta Investment AdvisorsPassive
Some overlap · 3 shared positions
$PLTR$CRWD$UNP
$342M
362 positions
#22McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$SYK$CMI
$1.1B
132 positions
#23Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$PEP
$172M
36 positions
#24WILLNER & HELLER, LLCPassive
Some overlap · 4 shared positions
$PLTR$FTNT$CRWD$ARM
$160M
165 positions
#25Peterson Wealth ServicesPassive
Some overlap · 4 shared positions
$PLTR$SYK$UNP$ETN
$474M
223 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.