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Hedge Funds Similar to MOSAIC FINANCIAL GROUP

13F Portfolio OverlapQ2 2026MOSAIC FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

MOSAIC FINANCIAL GROUP, LLC is an institutional investor managing $156M across 134 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 FINANCIAL GROUP are STEVENS PARTNERS, Parkside Investments, Slate Path, with shared positions in $UNP, $T, $OKE, $COP, $SU, $WBD. The full ranking of 25 similar funds is below.

#1STEVENS CAPITAL PARTNERSPassive
Notable overlap · 3 shared positions
$UNP$T$OKE
$526M
157 positions
#2Parkside Investments, LLCActive
Notable overlap · 6 shared positions
$UNP$COP$SU$WBD$BX$FCX
$902M
91 positions
#3Slate Path Capital LPActive
Notable overlap · 4 shared positions
$UNP$UAL$FCX$DAL
$7.2B
40 positions
#4Axiom Investment Management LLCPassive
Notable overlap · 3 shared positions
$UNP$BX$T
$150M
528 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$T$UNP$MCD$OKE$WFC$LMT
$233M
122 positions
#6SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UNP$NVS$LMT$MCD
$3.0B
79 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$NVS$UNP$COP$MCD$LMT
$363M
92 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$NVS$UNP$MCD$BX$LMT
$529M
75 positions
#9R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$UNP$COP$MCD$WFC$CRWD
$133M
47 positions
#10True Vision MN LLC
Some overlap · 5 shared positions
$UNP$BHP$CRWD$WFC$FCX
$194M
98 positions
#11Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$UNP$NVS$TJX$BHP$BX
$116M
240 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$NVS$MCD$WFC
$108M
52 positions
#13COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UNP$MCD$WFC
$166M
88 positions
#14Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$UNP$MCD$OKE$LMT
$455M
57 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$T$UNP$COP$WFC$LMT
$1.3B
58 positions
#16Turas Capital Management LPPassive
Some overlap · 4 shared positions
$UNP$COP$SU$FCX
$218M
59 positions
#17SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$T$COP$UNP$WFC
$606M
79 positions
#18HENDLEY & CO INCActive
Some overlap · 3 shared positions
$UNP$COP$TJX
$283M
47 positions
#19PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$UNP$COP$WFC
$175M
73 positions
#20BCWM, LLCPassive
Some overlap · 3 shared positions
$UNP$T$LMT
$342M
57 positions
#21Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UNP$COP$WFC$OKE
$520M
106 positions
#22Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$UNP$CRWD$BX$LMT
$262M
58 positions
#23Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$COP$T$MCD$UNP$LMT
$151M
70 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$UNP$TJX$MCD$LMT
$321M
107 positions
#25MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$NVS$SU$COP$BX
$167M
84 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.