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 MATHER GROUP

13F Portfolio OverlapQ2 2026MATHER GROUP portfolio →

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Most similar hedge funds by 13F overlap

MATHER GROUP, LLC. is an institutional investor managing $11.5B across 1,903 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 MATHER GROUP are Legacy Financial Strategies, UNITED BANK, Somerset, with shared positions in $MCD, $CINF, $ADP, $AFL, $FAST, $ABT. The full ranking of 25 similar funds is below.

#1Legacy Financial Strategies, LLCActive

Notable overlap · 9 shared positions

$MCD $CINF $ADP $AFL $FAST $ABT

$646M

152 positions

#2UNITED BANKActive

Notable overlap · 7 shared positions

$DOV $MCD $AFL $ABT $APD $ITW

$853M

130 positions

#3Somerset Trust CoPassive

Some overlap · 7 shared positions

$MCD $ADP $AFL $ABT $LOW $APD

$354M

186 positions

#4Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$DOV $MCD $ADP $LOW $APD $AFL

$208M

86 positions

#5First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$ADP $FAST $ABT $LOW $ITW $MCD

$1.4B

73 positions

#6BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$ADP $ABT $LOW $APD $ITW $MCD

$346M

113 positions

#7JGP Wealth Management, LLCActive

Some overlap · 7 shared positions

$ADP $AFL $LOW $APD $ITW $ABT

$1.1B

231 positions

#8MONARCH CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$MCD $CINF $ADP $AFL $ABT $APD

$436M

130 positions

#9Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$MCD $ADP $AFL $TGT $APD $ITW

$261M

101 positions

#10KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$MCD $ADP $ABT $LOW $APD $ITW

$1.5B

228 positions

#11SECURITY NATIONAL BANK OF SO DAK

Some overlap · 5 shared positions

$DOV $ADP $AFL $ABT $ITW

$207M

119 positions

#12BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Some overlap · 6 shared positions

$ADP $TGT $FAST $LOW $APD $ITW

$235M

33 positions

#13Aurdan Capital Management, LLCActive

Some overlap · 6 shared positions

$ADP $AFL $ABT $LOW $APD $ITW

$394M

99 positions

#14Long Road Investment Counsel, LLCActive

Some overlap · 6 shared positions

$ADP $AFL $FAST $APD $ITW $BDX

$271M

80 positions

#15Guardian Wealth Advisors, LLCActive

Some overlap · 8 shared positions

$CINF $ABT $FAST $LOW $TGT $APD

$200M

66 positions

#16PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$ADP $AFL $ABT $LOW $BDX $CINF

$209M

54 positions

#17CINCINNATI FINANCIAL CORPActive

Some overlap · 5 shared positions

$DOV $MCD $ADP $APD $ABT

$5.2B

56 positions

#18Hubbell Strickland Wealth Management, LLCSmart money

Some overlap · 4 shared positions

$DOV $MCD $AFL $ABT

$277M

87 positions

#19Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$CINF $ADP $AFL $PPG $ITW

$111M

62 positions

#20CONNING INC.Passive

Some overlap · 5 shared positions

$MCD $ADP $AFL $ABT $ITW

$3.3B

327 positions

#21OKABENA INVESTMENT SERVICES INCPassive

Some overlap · 5 shared positions

$DOV $TGT $ABT $ADP $FAST

$560M

145 positions

#22Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$MCD $ADP $AFL $LOW $ITW

$145M

99 positions

#23WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$MCD $AFL $ADP $LOW $ITW

$390M

103 positions

#24InvesTrustPassive

Some overlap · 5 shared positions

$MCD $ADP $TGT $APD $ITW

$260M

95 positions

#25Biondo Investment Advisors, LLCActive

Some overlap · 5 shared positions

$MCD $ADP $AFL $LOW $ITW

$817M

89 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.