What hedge funds are most similar to Mascagni Wealth Management, Inc.?

The funds with the most similar 13F portfolios to Mascagni Wealth Management, Inc. are DAHRING {-} CUSMANO, Merited Wealth,, ValueAct ,, based on overlapping conviction holdings in the latest SEC filings.

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 Mascagni Wealth ,

13F Portfolio OverlapQ1 2026Mascagni Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Mascagni Wealth Management, Inc. is an institutional investor managing $140M across 127 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 Mascagni Wealth , are DAHRING {-} CUSMANO, Merited Wealth,, ValueAct ,, with shared positions in $RBLX, $BAH, $CRM, $KKR, $HUM, $PLTR. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive

Notable overlap · 6 shared positions

$RBLX $BAH $CRM $KKR $HUM $PLTR

$163M

58 positions

#2Merited Wealth, LLCPassive

Notable overlap · 5 shared positions

$BAH $CRM $SHW $KKR $UNIT

$121M

79 positions

#3ValueAct Holdings, L.P.Active

Notable overlap · 3 shared positions

$RBLX $CRM $KKR

$5.7B

18 positions

#4Strategic Family Wealth Counselors, L.L.C.Passive

Notable overlap · 4 shared positions

$RBLX $BAH $KKR $MAR

$381M

163 positions

#5Wisconsin Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$SHW $CRM $PLTR $KKR $CRWD $FTNT

$102M

84 positions

#6Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BAH $CRM $PLTR $HUM

$151M

54 positions

#7Cornerstone Advisory, LLCPassive

Notable overlap · 6 shared positions

$SNOW $BAH $KKR $HUM $MAR $UNIT

$1.1B

262 positions

#8SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 4 shared positions

$BAH $CRM $HUM $RBLX

$222M

135 positions

#9LIBERTY SQUARE WEALTH PARTNERS LLCActive

Some overlap · 5 shared positions

$RBLX $KKR $SHW $MAR $HUM

$358M

141 positions

#10GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$RBLX $SNOW $PLTR $CRWD

$209M

42 positions

#11Leo H. Evart, Inc.Passive

Some overlap · 6 shared positions

$SNOW $BAH $HUM $UNIT $KKR $MAR

$117M

298 positions

#12Bay Rivers GroupPassive

Some overlap · 5 shared positions

$SHW $PLTR $HUM $UNIT $CRM

$240M

109 positions

#13High Net Worth Advisory Group LLCPassive

Some overlap · 5 shared positions

$CRM $KKR $HUM $BAH $MAR

$429M

244 positions

#14Capital Advisors Wealth Management, LLCPassive

Some overlap · 7 shared positions

$SNOW $KKR $HUM $MAR $PLTR $UNIT

$745M

219 positions

#15Evergreen Wealth Solutions, LLCPassive

Some overlap · 5 shared positions

$BAH $SNOW $HUM $CRM $UNIT

$1.4B

406 positions

#16National Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$BAH $PLTR $SNOW $MAR $HUM

$269M

215 positions

#17Leeward Financial Partners, LLCPassive

Some overlap · 6 shared positions

$SNOW $UNIT $PLTR $SHW $HUM $MAR

$336M

97 positions

#18J. Derek Lewis & Associates Inc.Passive

Some overlap · 4 shared positions

$BAH $CRM $PLTR $UNIT

$427M

206 positions

#19Garden State Investment Advisory Services LLCPassive

Some overlap · 4 shared positions

$BAH $PLTR $HUM $SHW

$455M

339 positions

#20Advocate Investing Services LLCPassive

Some overlap · 4 shared positions

$BAH $KKR $HUM $MAR

$118M

448 positions

#21IEQ CAPITAL, LLCPassive

Some overlap · 5 shared positions

$RBLX $SNOW $CRWD $CRM $HUM

$21.5B

1,880 positions

#22Provident Living Financial Services, Inc.Active

Some overlap · 3 shared positions

$RBLX $UNIT $CRWD

$91M

48 positions

#23ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 6 shared positions

$BAH $HUM $UNIT $SNOW $PLTR $SHW

$753M

159 positions

#24URS Advisory LLCActive

Some overlap · 5 shared positions

$SHW $KKR $SNOW $MAR $HUM

$137M

51 positions

#25Boyer Financial Services, Inc.Active

Some overlap · 3 shared positions

$BAH $CRM $MAR

$94M

44 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.