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 MONETA GROUP INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026MONETA GROUP INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

MONETA GROUP INVESTMENT ADVISORS LLC is an institutional investor managing $13.3B across 808 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MONETA GROUP INVESTMENT ADVISORS are Creekside Partners, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, Cherry Tree Wealth ,, with shared positions in $UNIT, $BRZE, $MKL, $KKR, $SCHW, $SE. The full ranking of 25 similar funds is below.

#1Creekside PartnersPassive

Some overlap · 8 shared positions

$UNIT $BRZE $MKL $KKR $SCHW $SE

$243M

183 positions

#2Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 9 shared positions

$UNIT $BRZE $KKR $MKL $SE $SNOW

$111M

63 positions

#3Cherry Tree Wealth Management, LLCPassive

Some overlap · 8 shared positions

$UNIT $BRZE $MKL $KKR $SCHW $NKE

$473M

582 positions

#4Clarity Capital Advisors, LLCActive

Some overlap · 8 shared positions

$UNIT $BRZE $KKR $SCHW $MKL $SNOW

$215M

95 positions

#5FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 7 shared positions

$UNIT $BRZE $MKL $SCHW $SE $SNOW

$293M

105 positions

#6FIDUCIARY ADVISORS, INC.Active

Some overlap · 8 shared positions

$UNIT $BRZE $MKL $KKR $SE $DOV

$133M

121 positions

#7Westfuller Advisors, LLCPassive

Some overlap · 7 shared positions

$LRCX $BRZE $MKL $KKR $SCHW $SE

$232M

756 positions

#8Integrity Wealth Solutions LLCPassive

Some overlap · 7 shared positions

$UNIT $BRZE $KKR $SCHW $SNOW $SE

$255M

130 positions

#9MAYPORT, LLCActive

Some overlap · 9 shared positions

$UNIT $BRZE $MKL $KKR $DOV $SNOW

$538M

130 positions

#10Coordinated Financial Services, Inc.Passive

Some overlap · 7 shared positions

$UNIT $BRZE $KKR $SCHW $SE $SNOW

$174M

176 positions

#11WARNER FINANCIAL, INCActive

Some overlap · 6 shared positions

$UNIT $BRZE $MKL $KKR $SCHW $HUM

$292M

135 positions

#12White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$UNIT $BRZE $KKR $SCHW $SNOW $MKL

$721M

145 positions

#13Discipline Wealth Solutions, LLCActive

Some overlap · 7 shared positions

$UNIT $BRZE $MKL $SCHW $SNOW $DOV

$950M

192 positions

#14Mustard Seed Financial, LLCPassive

Some overlap · 7 shared positions

$UNIT $BRZE $KKR $SCHW $SNOW $DOV

$167M

92 positions

#15Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$UNIT $MKL $BRZE $KKR $SCHW $HUM

$365M

111 positions

#16Donalies Financial Planning, LLCActive

Some overlap · 7 shared positions

$UNIT $BRZE $KKR $SCHW $SNOW $NKE

$117M

74 positions

#17Efficient Advisors, LLCActive

Some overlap · 7 shared positions

$UNIT $BRZE $MKL $SCHW $SNOW $SE

$1.4B

58 positions

#18Ifrah Financial Services, Inc.Passive

Some overlap · 6 shared positions

$UNIT $MKL $LRCX $SCHW $SE $OKE

$378M

200 positions

#19Partners in Financial PlanningActive

Some overlap · 7 shared positions

$UNIT $MKL $SCHW $SE $BRZE $SNOW

$603M

122 positions

#20PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$UNIT $BRZE $MKL $SCHW $SNOW $NKE

$1.4B

283 positions

#21CLUNE & ASSOCIATES, LTD.Passive

Some overlap · 6 shared positions

$UNIT $BRZE $MKL $KKR $SCHW $NKE

$532M

162 positions

#22Gradient Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$UNIT $LRCX $BRZE $MKL $SCHW $HUM

$386M

177 positions

#23COLLECTIVE FAMILY OFFICE LLCPassive

Some overlap · 7 shared positions

$UNIT $BRZE $KKR $MKL $OKE $NKE

$489M

161 positions

#24Traveka Wealth, LLCPassive

Some overlap · 7 shared positions

$UNIT $SCHW $SE $BRZE $MKL $SNOW

$262M

186 positions

#25Abacus Planning Group, Inc.Active

Some overlap · 6 shared positions

$UNIT $BRZE $MKL $SE $SNOW $DOV

$743M

264 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.