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Hedge Funds Similar to William Mack & Associates,

13F Portfolio OverlapQ1 2026William Mack & Associates, portfolio →
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Most similar hedge funds by 13F overlap

William Mack & Associates, Inc. is an institutional investor managing $284M across 108 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 William Mack & Associates, are Eaton-Cambridge, GRAND WEALTH ,, AMI INVESTMENT, with shared positions in $COP, $DDOG, $MU, $SNOW, $ACN, $SYK. The full ranking of 25 similar funds is below.

#1Eaton-Cambridge Inc.Smart money
Substantial overlap · 3 shared positions
$COP$DDOG$MU
$320M
56 positions
#2GRAND WEALTH MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$COP$DDOG$SNOW
$212M
87 positions
#3AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$COP$DDOG$ACN$SYK$DIS
$445M
77 positions
#4Mustard Seed Financial, LLCPassive
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$167M
92 positions
#5NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$EPAM$DDOG
$5.0B
51 positions
#6VSM Wealth Advisory, LLCPassive
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$335M
505 positions
#7Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$374M
86 positions
#8Minot DeBlois Advisors LLCPassive
Notable overlap · 3 shared positions
$COP$ACN$DIS
$110M
226 positions
#9Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$478M
42 positions
#10Lighthouse Financial LLCActive
Notable overlap · 3 shared positions
$COP$SNOW$VRTX
$166M
76 positions
#11Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$COP$SNOW$EPAM
$284M
91 positions
#12FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Notable overlap · 3 shared positions
$COP$SNOW$T
$464M
142 positions
#13Rialto Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$COP$SNOW$DDOG$EPAM$SYK
$445M
1,730 positions
#14Lutz Financial Services LLCActive
Notable overlap · 3 shared positions
$COP$DDOG$EPAM
$1.5B
100 positions
#15Robinson Value Management, Ltd.Passive
Notable overlap · 3 shared positions
$COP$ACN$DIS
$180M
73 positions
#16Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$COP$SYK$DDOG
$453M
103 positions
#17Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$420M
120 positions
#18Firestone Capital ManagementPassive
Notable overlap · 3 shared positions
$COP$DDOG$EPAM
$480M
160 positions
#19Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$COP$SNOW$EQT
$1.3B
129 positions
#20Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$COP$DDOG$MU
$578M
118 positions
#21Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$279M
141 positions
#22PROFFITT & GOODSON INCActive
Notable overlap · 4 shared positions
$COP$DDOG$MU$DIS
$649M
283 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 3 shared positions
$COP$SNOW$MU
$566M
28 positions
#24Resonant Capital Advisors, LLCPassive
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$1.9B
495 positions
#25Stordahl Capital Management, Inc.Smart money
Notable overlap · 3 shared positions
$COP$SNOW$DDOG
$486M
63 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.