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Hedge Funds Similar to MASECO LLP

13F Portfolio OverlapQ1 2026MASECO LLP portfolio →
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Most similar hedge funds by 13F overlap

MASECO LLP is an institutional investor managing $3.2B across 391 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 MASECO LLP are Index Fund Advisors,, Ruedi Wealth ,, Financially in Tune,, with shared positions in $NKE, $UPST, $USB, $BRZE, $SCHW, $KO. The full ranking of 25 similar funds is below.

#1Index Fund Advisors, Inc.Smart money
Notable overlap · 8 shared positions
$NKE$UPST$USB$BRZE$SCHW$KO
$2.2B
127 positions
#2Ruedi Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$UPST$SCHW
$388M
58 positions
#3Financially in Tune, LLCActive
Notable overlap · 4 shared positions
$NKE$KKR$MKL$UNIT
$116M
77 positions
#4Disciplined Equity Management, Inc.Active
Notable overlap · 3 shared positions
$NKE$USB$PFE
$199M
44 positions
#5Parkwoods Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$NKE$BRZE$SCHW
$408M
111 positions
#6DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$SCHW$PFE$UNIT
$249M
92 positions
#7Oceanside Advisors LLCActive
Notable overlap · 3 shared positions
$NKE$SCHW$KO
$175M
53 positions
#8JDH Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$BRZE$DOV
$148M
54 positions
#9Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$UPST$UNIT
$221M
60 positions
#10PINNEY & SCOFIELD, INC.Active
Notable overlap · 3 shared positions
$NKE$SCHW$PFE
$185M
243 positions
#11KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$ABT$MKL$UNIT
$522M
97 positions
#12Planning Center, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$KKR$KO
$987M
78 positions
#13Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$NKE$MCD$YUM
$132M
25 positions
#14VESTIA PERSONAL WEALTH ADVISORSActive
Notable overlap · 3 shared positions
$NKE$KO$UNIT
$213M
99 positions
#15Three Arch Wealth Management LLCActive
Notable overlap · 3 shared positions
$NKE$DOV$UNIT
$556M
61 positions
#16CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NKE$PFE$UNIT
$334M
70 positions
#17Lauterbach Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$PFE$UNIT
$205M
79 positions
#18McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 6 shared positions
$NKE$KKR$USB$KO$MCD$UNIT
$755M
189 positions
#19Wealth Management NebraskaSmart money
Notable overlap · 5 shared positions
$NKE$USB$KKR$DOV$UNIT
$987M
100 positions
#20Tillman Hartley LLCActive
Notable overlap · 6 shared positions
$NKE$UPST$SCHW$BRZE$KO$DOV
$398M
88 positions
#21ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 5 shared positions
$NKE$KKR$SCHW$KO$DOV
$158M
125 positions
#22Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$NKE$UPST$USB$SCHW$UNIT
$279M
141 positions
#23DiNuzzo Private Wealth, Inc.Active
Notable overlap · 5 shared positions
$NKE$USB$KKR$MCD$MKL
$928M
1,345 positions
#24Plancorp, LLCActive
Notable overlap · 3 shared positions
$NKE$SCHW$USB
$3.5B
378 positions
#25Causey Wealth LLCPassive
Notable overlap · 6 shared positions
$UPST$NKE$KKR$USB$BRZE$SCHW
$236M
81 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.