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 MONETARY GROUP

13F Portfolio OverlapQ1 2026MONETARY GROUP portfolio →

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Most similar hedge funds by 13F overlap

MONETARY MANAGEMENT GROUP INC is an institutional investor managing $419M across 332 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 MONETARY GROUP are Cornerstone Select Advisors,, Global X Japan , Ltd., EADS & HEALD WEALTH, with shared positions in $LRCX, $KLAC, $AMGN, $LHX, $MU, $CRWD. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive

Some overlap · 6 shared positions

$LRCX $KLAC $AMGN $LHX $MU $CRWD

$160M

124 positions

#2Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$LRCX $KLAC $MU $PM $AMD $MCD

$1.9B

378 positions

#3EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 6 shared positions

$LRCX $AMGN $SYK $ORLY $APH $MCD

$201M

140 positions

#4Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $LHX $MU $AMD

$145M

69 positions

#5Range Financial Group LLCPassive

Some overlap · 5 shared positions

$LRCX $AMGN $MU $PM $MCD

$298M

190 positions

#6STF Management LP

Some overlap · 6 shared positions

$LRCX $KLAC $AMGN $MU $CRWD $AMD

$107M

101 positions

#7Western Financial Corp/CAActive

Some overlap · 6 shared positions

$LRCX $MU $KLAC $ORLY $AMD $APH

$255M

127 positions

#8Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $MU $CRWD $APH

$172M

76 positions

#9GUGGENHEIM CAPITAL LLCPassive

Some overlap · 7 shared positions

$LRCX $MU $AMGN $KLAC $AMD $ORLY

$12.9B

1,596 positions

#10BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$KLAC $MU $DELL $PM $SYK $ORLY

$1.6B

435 positions

#11Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$LRCX $KLAC $MU $AMD $APH

$65M

34 positions

#12GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 5 shared positions

$LRCX $MU $AMGN $KLAC $AMD

$6.0B

624 positions

#13Progressive Investment Management CorpActive

Some overlap · 6 shared positions

$LRCX $KLAC $MU $AMD $APH $AMGN

$379M

58 positions

#14Miller Capital Partners, Inc.Passive

Some overlap · 5 shared positions

$LRCX $KLAC $DELL $SYK $MCD

$208M

262 positions

#15KRS Capital Management, LLCActive

Some overlap · 5 shared positions

$LRCX $MU $AMGN $CRWD $AMD

$163M

115 positions

#16Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$LRCX $KLAC $SYK $ORLY $APH

$7.0B

103 positions

#17PRIMORIS WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$LRCX $MU $PM $AMD $CRWD

$143M

96 positions

#18Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 4 shared positions

$LRCX $KLAC $MU $DELL

$1.5B

171 positions

#19Genus Capital Management Inc.Passive

Some overlap · 5 shared positions

$AMGN $LRCX $KLAC $MU $AMD

$873M

189 positions

#20NAPLES GLOBAL ADVISORS, LLCPassive

Some overlap · 5 shared positions

$LRCX $AMGN $MU $KLAC $AMD

$1.4B

441 positions

#21YHB Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$LRCX $AMGN $SYK $APH $MCD

$1.4B

298 positions

#22NLB Skladi, upravljanje premozenja, d.o.o.Passive

Some overlap · 6 shared positions

$LRCX $MU $DELL $KLAC $AMD $APH

$2.1B

335 positions

#23CENTRAL BANK & TRUST COActive

Some overlap · 4 shared positions

$LRCX $AMGN $KLAC $SYK

$636M

180 positions

#24Foster Victor Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$LRCX $AMGN $PM $ORLY

$1.7B

243 positions

#25Optimize Financial IncPassive

Some overlap · 5 shared positions

$LRCX $KLAC $MU $AMD $APH

$203M

297 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.