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Hedge Funds Similar to S.A. Mason

13F Portfolio OverlapQ3 2026S.A. Mason portfolio →
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Most similar hedge funds by 13F overlap

S.A. Mason LLC is an institutional investor managing $341M across 284 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to S.A. Mason are Kultura, JLB & ASSOCIATES, Benchmark Investment Advisors, with shared positions in $SNDK, $PLTR, $KMB, $CRWD, $TJX, $AMGN. The full ranking of 25 similar funds is below.

#1Kultura Capital Management LPActive
Some overlap · 4 shared positions
$SNDK$PLTR$KMB$CRWD
$553M
66 positions
#2JLB & ASSOCIATES INCPassive
Some overlap · 6 shared positions
$TJX$AMGN$ORLY$PEP$AXP$SYK
$748M
68 positions
#3Benchmark Investment Advisors LLCActive
Some overlap · 4 shared positions
$SNDK$PLTR$CRWD$VRT
$228M
70 positions
#4N10 WEALTH, LLCActive
Some overlap · 5 shared positions
$SNDK$PLTR$VRT$AXP$AMGN
$348M
65 positions
#5Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$SNDK$CRWD$PLTR$PEP$VRT
$251M
74 positions
#6N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$SNDK$PLTR$VRT$AXP
$263M
34 positions
#7Global Trust Asset Management, LLCPassive
Some overlap · 4 shared positions
$SNDK$PLTR$VRT$AXP
$321M
508 positions
#8Range Financial Group LLCPassive
Some overlap · 4 shared positions
$SNDK$KMB$AMGN$MCD
$361M
207 positions
#9RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 6 shared positions
$TJX$CRWD$ORLY$PEP$SYK$MCD
$794M
188 positions
#10Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$SNDK$PLTR$CRWD$VRT
$147M
69 positions
#11GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SNDK$PLTR$CRWD$VRT
$334M
40 positions
#12Union Heritage Capital, LLCPassive
Some overlap · 6 shared positions
$ORLY$AMGN$PEP$TJX$AXP$SYK
$295M
65 positions
#13IAM Advisory, LLCActive
Some overlap · 4 shared positions
$SNDK$AMGN$VRT$PLTR
$513M
107 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SNDK$KMB$AMGN$PEP
$263M
373 positions
#15Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$PLTR$AMGN$CRWD$VRT$SNDK
$120M
92 positions
#16Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$PLTR$SNDK$CRWD$VRT$AXP
$560M
132 positions
#17FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$PLTR$TJX$ORLY$VRT$MCD
$153M
65 positions
#18ICW Investment Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$ORLY$PEP$MCD
$286M
144 positions
#19CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$PLTR$TJX$PEP$AXP$SYK
$1.2B
153 positions
#20Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$TJX$VRT$AMGN
$808M
315 positions
#21PeakShares LLCActive
Some overlap · 5 shared positions
$PLTR$TJX$CRWD$AXP$MCD
$134.4B
122 positions
#22Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$KMB$AMGN$CRWD$AXP$MCD
$703M
160 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$CRWD$AXP$MCD
$292M
99 positions
#24Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$SNDK$PLTR$CRWD
$188M
427 positions
#25Stony Point Capital LLCActive
Some overlap · 3 shared positions
$SNDK$PLTR$ORLY
$1.5B
30 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.