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Hedge Funds Similar to Mascoma Wealth

13F Portfolio OverlapQ2 2026Mascoma Wealth portfolio →
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Most similar hedge funds by 13F overlap

Mascoma Wealth Management LLC is an institutional investor managing $539M across 609 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 Mascoma Wealth are Beacon Harbor Wealth Advisors, TIAA , NATIONAL ASSOCIATION, Orographic Financial Advisors, with shared positions in $HWM, $VZ, $AMGN, $MCD, $MUFG, $TMO. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$HWM$VZ$AMGN$MCD
$513M
70 positions
#2TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 5 shared positions
$MUFG$TMO$ADP$AMGN$AXP
$1.7B
347 positions
#3Orographic Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$HWM$VZ$MCD
$151M
105 positions
#4Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$MUFG$VZ$AMGN
$47.7B
212 positions
#5Aviso Financial Inc.Passive
Some overlap · 3 shared positions
$MUFG$TMO$RY
$2.9B
273 positions
#6FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 3 shared positions
$HWM$AXP$MCD
$1.7B
208 positions
#7Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$VZ$ADP$AMGN$RY$MCD
$261M
101 positions
#8BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$VZ$TMO$AMGN$AXP
$332M
187 positions
#9Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$VZ$TMO$AMGN$MCD
$223M
81 positions
#10Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MUFG$AMGN$AXP
$241M
80 positions
#11VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$TMO$VZ$MUFG
$166M
81 positions
#12Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$MUFG$TMO$AXP
$829M
163 positions
#13R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$TMO$ADP$AMGN$MCD$VZ
$133M
47 positions
#14SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 3 shared positions
$VZ$TMO$ADP
$169M
104 positions
#15NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 3 shared positions
$VZ$TMO$ADP
$1.6B
109 positions
#16R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$TMO$ADP$AMGN$VZ
$130M
40 positions
#17Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$HWM$ADP$AXP
$595M
164 positions
#18Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$VZ$ADP$AMGN$AXP
$222M
99 positions
#19PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$VZ$ADP$AMGN$MCD
$1.2B
103 positions
#20ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 4 shared positions
$VZ$ADP$AMGN$MCD
$549M
195 positions
#21SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$VZ$ADP$AMGN$MCD
$1.3B
97 positions
#22Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$TMO$VZ$AMGN$AXP
$130M
76 positions
#23Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$TMO$VZ$AMGN
$1.1B
120 positions
#24Carolina Wealth Management IncActive
Some overlap · 3 shared positions
$VZ$TMO$RY
$217M
114 positions
#25Rempart Asset Management Inc.Active
Some overlap · 3 shared positions
$VZ$TMO$RY
$488M
36 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.