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Hedge Funds Similar to MOSAIC FAMILY WEALTH PARTNERS

13F Portfolio OverlapQ2 2026MOSAIC FAMILY WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

MOSAIC FAMILY WEALTH PARTNERS, LLC is an institutional investor managing $1.5B across 431 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 MOSAIC FAMILY WEALTH PARTNERS are Martin Partners, United Bank, Fairvoy Private Wealth, with shared positions in $RGA, $GD, $ASML, $EMR, $TJX, $SO. The full ranking of 25 similar funds is below.

#1Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$RGA$GD$ASML
$272M
72 positions
#2United BankPassive
Some overlap · 5 shared positions
$EMR$TJX$SO$GD$MCD
$329M
122 positions
#3Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$TJX$SO$GD$STT$MCD
$495M
200 positions
#4CLARIS ADVISORS, LLC / MO /Active
Some overlap · 4 shared positions
$CBSH$EMR$BA$GD
$383M
74 positions
#5Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$CBSH$EMR$GD$MCD
$1.3B
275 positions
#6Financial Network Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$STT$ASML$MCD$TJX$BA
$99M
858 positions
#7TOWER TRUST & INVESTMENT CoPassive
Slight overlap · 4 shared positions
$EMR$TJX$BA$GD
$165M
247 positions
#8LYNCH & ASSOCIATES/INPassive
Slight overlap · 4 shared positions
$EMR$TJX$BA$MCD
$573M
129 positions
#9Palisade Asset Management, LLCPassive
Slight overlap · 4 shared positions
$BALL$TJX$GD$MCD
$1.1B
204 positions
#10Michael Brady & Co., LLCActive
Slight overlap · 4 shared positions
$EMR$TJX$GD$MCD
$113M
58 positions
#11Hilton Capital Management, LLCActive
Slight overlap · 4 shared positions
$EMR$TJX$GD$MCD
$1.5B
135 positions
#12PROMETHIUM ADVISORS,LLCPassive
Slight overlap · 4 shared positions
$EMR$TJX$BA$MCD
$208M
122 positions
#13HALL CAPITAL MANAGEMENT CO INCPassive
Slight overlap · 4 shared positions
$EMR$TJX$STT$MCD
$321M
107 positions
#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Slight overlap · 4 shared positions
$EMR$SO$BA$MCD
$263M
90 positions
#15FIRST HORIZON NATIONAL CORPPassive
Slight overlap · 4 shared positions
$EMR$TJX$SO$MCD
$2.6B
1,527 positions
#16DiPaolo Financial Group, Inc.Smart money
Slight overlap · 3 shared positions
$BALL$EMR$MCD
$153M
47 positions
#17ROGCO, LPActive
Slight overlap · 4 shared positions
$EMR$SO$GD$MCD
$327M
224 positions
#18Sky Investment Group LLCPassive
Slight overlap · 4 shared positions
$EMR$SO$GD$MCD
$637M
146 positions
#19Shoker Investment Counsel, Inc.Active
Slight overlap · 4 shared positions
$EMR$SO$GD$MCD
$398M
113 positions
#20Eukles Asset ManagementPassive
Slight overlap · 3 shared positions
$BALL$TJX$STT
$242M
228 positions
#21Walsky Investment Management, Inc.Passive
Slight overlap · 4 shared positions
$EMR$SO$STT$MCD
$108M
52 positions
#22Newport Trust Company, LLCActive
Slight overlap · 4 shared positions
$EMR$BA$GD$STT
$41.5B
63 positions
#23Jackson, Grant Investment Advisers, Inc.Passive
Slight overlap · 4 shared positions
$EMR$TJX$ASML$MCD
$322M
421 positions
#24SIMA Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$EMR$GD$STT$MCD
$141M
130 positions
#25Kroeger Financial PartnersActive
Slight overlap · 5 shared positions
$TJX$STT$EMR$MCD$ASML
$103M
141 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.