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Hedge Funds Similar to MUSTICO FINANCIAL GROUP

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

MUSTICO FINANCIAL GROUP, INC. is an institutional investor managing $154M across 49 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 MUSTICO FINANCIAL GROUP are NKCFO, AGP FRANKLIN, Pettinga Financial Advisors, with shared positions in $NUE, $SLV, $IBIT, $GLW, $CPER, $CAH. The full ranking of 18 similar funds is below.

#1NKCFO LLCActive
Some overlap · 3 shared positions
$NUE$SLV$IBIT
$330M
92 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$SLV$GLW$NUE
$231M
93 positions
#3Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$SLV$IBIT$CPER
$624M
156 positions
#4Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SLV$IBIT$GLW
$309M
142 positions
#5PALLADIEM, LLCActive
Some overlap · 3 shared positions
$SLV$IBIT$GLW
$103M
136 positions
#6PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$IBIT$SLV$GLW
$209M
141 positions
#7SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 3 shared positions
$NUE$IBIT$SLV
$335M
93 positions
#8Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$SLV$GLW$CPER
$220M
150 positions
#9INSIGNEO ADVISORY SERVICES, LLCPassive
Slight overlap · 3 shared positions
$NUE$SLV$IBIT
$2.7B
884 positions
#10Turim 21 Investimentos Ltda.Smart money
Slight overlap · 3 shared positions
$IBIT$SLV$CPER
$613M
121 positions
#11CoreCap Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLW$SLV$CAH
$3.4B
3,174 positions
#12BASSO CAPITAL MANAGEMENT, L.P.Active
Slight overlap · 3 shared positions
$SLV$IBIT$CPER
$469M
138 positions
#13Swisher Financial Concepts, Inc.Active
Slight overlap · 3 shared positions
$SLV$GLW$CAH
$159M
107 positions
#14Luminist Capital LLCActive
Slight overlap · 3 shared positions
$SLV$IBIT$CPER
$89M
418 positions
#15Security Financial Services, INC.Active
Slight overlap · 3 shared positions
$NUE$GLW$SLV
$721M
203 positions
#16WESCAP Management Group, Inc.Active
Slight overlap · 3 shared positions
$SLV$GLW$IBIT
$536M
107 positions
#17HOEY INVESTMENTS, INCSmart money
Slight overlap · 3 shared positions
$SLV$GLW$CPER
$774M
458 positions
#18Truepoint, Inc.Active
Slight overlap · 3 shared positions
$NUE$SLV$GLW
$4.8B
160 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.