What hedge funds are most similar to MATTERN CAPITAL MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to MATTERN CAPITAL MANAGEMENT, LLC are Nicholson Wealth Group, Somerset, Kesler, Norman & Wride, based on overlapping conviction holdings in the latest SEC filings.

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 MATTERN

13F Portfolio OverlapQ2 2026MATTERN portfolio →

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Most similar hedge funds by 13F overlap

MATTERN CAPITAL MANAGEMENT, LLC is an institutional investor managing $857M across 166 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 MATTERN are Nicholson Wealth Group, Somerset, Kesler, Norman & Wride, with shared positions in $GWW, $TXN, $CB, $LIN, $GD, $APH. The full ranking of 25 similar funds is below.

#1Nicholson Wealth Management Group, LLCPassive

Substantial overlap · 16 shared positions

$GWW $TXN $CB $LIN $GD $APH

$170M

111 positions

#2Somerset Trust CoPassive

Notable overlap · 14 shared positions

$AFL $LIN $CB $LOW $GD $NEE

$354M

186 positions

#3Kesler, Norman & Wride, LLCPassive

Notable overlap · 12 shared positions

$COR $CB $GD $TXN $NEE $LHX

$631M

271 positions

#4Legacy Financial Strategies, LLCActive

Notable overlap · 11 shared positions

$GWW $AFL $LIN $LOW $NEE $ADP

$646M

152 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 11 shared positions

$CB $LOW $GD $TXN $APH $ADI

$346M

113 positions

#6BKM Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$LIN $GWW $ADI $BLK $AMGN $LHX

$282M

148 positions

#7Stonebridge Financial Group, LLCPassive

Notable overlap · 12 shared positions

$AFL $ADI $LIN $NEE $GD $CB

$1.3B

275 positions

#8JGP Wealth Management, LLCActive

Notable overlap · 10 shared positions

$GWW $LOW $NEE $ADP $AFL $LHX

$1.1B

231 positions

#9DEARBORN PARTNERS LLCActive

Notable overlap · 10 shared positions

$WEC $TXN $ADP $APH $SHW $MSI

$1.8B

269 positions

#10MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 11 shared positions

$LIN $TXN $GD $ECL $NEE $WEC

$272M

149 positions

#11ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 12 shared positions

$TXN $APH $ADI $BLK $NEE $TT

$409M

182 positions

#12PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$GWW $AFL $LOW $NEE $ADP $SHW

$209M

54 positions

#13TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 9 shared positions

$GWW $GD $SHW $AFL $LOW $ECL

$1.0B

880 positions

#14PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 12 shared positions

$LOW $ADI $ECL $LIN $BLK $NEE

$844M

219 positions

#15Cushing Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$GWW $LOW $NEE $AFL $ADP $LIN

$145M

99 positions

#16Brown Miller Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$CB $NEE $LIN $APH $ADI $LOW

$397M

204 positions

#17Willis Investment CounselActive

Notable overlap · 8 shared positions

$AFL $CB $TXN $ADP $PAYX $GWW

$2.1B

125 positions

#18Randall & Associates Wealth ManagementActive

Notable overlap · 8 shared positions

$GD $TXN $NEE $FDS $WEC $ADI

$162M

52 positions

#19PFW Advisors LLCActive

Notable overlap · 12 shared positions

$NEE $BLK $ABT $PAYX $AWK $LIN

$343M

124 positions

#20Palisade Asset Management, LLCPassive

Notable overlap · 8 shared positions

$GD $TXN $ADP $LHX $ECL $AMGN

$1.1B

204 positions

#21First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$LOW $ADP $APH $BLK $AMGN $PH

$1.4B

73 positions

#22Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$LIN $CB $TXN $NEE $SHW $TT

$467M

118 positions

#23Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$GWW $COR $LOW $ADP $AMGN $ABT

$394M

99 positions

#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$LIN $LOW $NEE $ADI $AMGN $ABT

$8.0B

1,334 positions

#25Mendel Capital Management LLCActive

Notable overlap · 7 shared positions

$GWW $AFL $ADP $LHX $BLK $AMGN

$222M

99 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.