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Hedge Funds Similar to William Mack & Associates

13F Portfolio OverlapQ2 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 Q2 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 Evergreen Wealth, Kaydan Wealth, Plante Moran Financial Advisors, with shared positions in $ACN, $DIS, $AMGN, $SYK, $F, $MDY. The full ranking of 25 similar funds is below.

#1Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ACN$DIS$AMGN
$213M
55 positions
#2Kaydan Wealth Management, Inc.Active
Some overlap · 6 shared positions
$SYK$F$AMGN$MDY$DTB$T
$328M
115 positions
#3Plante Moran Financial Advisors, LLCActive
Some overlap · 6 shared positions
$DTB$SYK$AMGN$MDY$DTM$DIS
$2.1B
1,589 positions
#4TORRAY LLCActive
Some overlap · 3 shared positions
$ACN$VRTX$AMGN
$741M
91 positions
#5Arbor Wealth Advisors LLCSmart money
Some overlap · 4 shared positions
$DTB$F$DTM$T
$164M
60 positions
#6Banque de Luxembourg S.A.Active
Some overlap · 3 shared positions
$ACN$DIS$SPGI
$212M
78 positions
#7COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$ACN$SYK$SPGI
$1.7B
91 positions
#8Blue Water Asset ManagementActive
Some overlap · 4 shared positions
$DTB$F$SYK$DTM
$310M
108 positions
#9Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DTB$SYK$DTM$VRTX
$246M
210 positions
#10LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$ACN$SYK$AMGN
$273M
104 positions
#11Fairman Group, LLCActive
Some overlap · 3 shared positions
$ACN$MDY$DIS
$127M
332 positions
#12Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$COKE$SYK$AMGN$SPGI
$222M
99 positions
#13Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$ACN$SYK$DIS
$406M
308 positions
#14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ACN$SYK$DIS
$2.1B
131 positions
#15Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$ACN$AMGN$SPGI
$205M
79 positions
#16Hopwood Nicholas HunterActive
Some overlap · 3 shared positions
$DTB$F$DTM
$365M
131 positions
#17Newport Trust Company, LLCSmart money
Some overlap · 4 shared positions
$F$DIS$T$SPGI
$41.5B
63 positions
#18PIONEER TRUST BANK N A/ORPassive
Some overlap · 4 shared positions
$ACN$DIS$T$AMGN
$441M
87 positions
#19Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$DTB$SYK$MDY
$754M
58 positions
#20Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$SYK$DIS$T$AMGN
$1.0B
765 positions
#21FSA Advisors, Inc.Passive
Some overlap · 3 shared positions
$DTB$F$DTM
$218M
261 positions
#22DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$SYK$DIS$ACN$SPGI
$351M
45 positions
#23Stack Financial Management, IncActive
Some overlap · 3 shared positions
$DTB$SYK$T
$1.3B
54 positions
#24Peak Asset Management, LLCPassive
Some overlap · 4 shared positions
$SYK$DIS$MDY$SPGI
$680M
181 positions
#25WNY Asset Management, LLC
Some overlap · 4 shared positions
$DTB$T$COKE$DTM
$1.1B
261 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.