13F Pro

Hedge Funds Similar to MOON

13F Portfolio OverlapQ1 2026MOON portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MOON CAPITAL MANAGEMENT LP is an institutional investor managing $166M across 13 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 MOON are MAINSTAY /ADV, WESCAP Group,, New Harbor Financial Group,, with shared positions in $IAU, $USB, $TME, $SE, $IAUX, $LAD. The full ranking of 25 similar funds is below.

#1MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Substantial overlap · 3 shared positions
$IAU$USB$TME
$1.3B
143 positions
#2WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$USB$SE
$508M
107 positions
#3New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$USB$TME
$567M
61 positions
#4Fielder Capital Group LLCPassive
Notable overlap · 3 shared positions
$IAU$USB$TME
$459M
290 positions
#5TME FINANCIAL, INC.Passive
Notable overlap · 3 shared positions
$IAU$USB$SE
$144M
65 positions
#6DCF Advisers, LLCActive
Some overlap · 3 shared positions
$IAU$USB$TME
$375M
86 positions
#7Nokomis Capital, L.L.C.Passive
Some overlap · 4 shared positions
$IAUX$USB$TME$LAD
$349M
55 positions
#8Grand Central Investment GroupActive
Some overlap · 3 shared positions
$USB$IAU$TME
$135M
44 positions
#9FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$USB$IAU$SE
$653M
191 positions
#10STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$USB$IAU$SE
$143M
30 positions
#11Braun-Bostich & Associates Inc.Passive
Some overlap · 3 shared positions
$USB$IAU$SE
$160M
126 positions
#12Aspect Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SE$USB
$245M
709 positions
#13PRUDENTIAL PLCActive
Some overlap · 3 shared positions
$USB$SE$PDD
$17.1B
680 positions
#14Legacy Financial Group LLCActive
Some overlap · 3 shared positions
$USB$SE$IAU
$795M
121 positions
#15Checchi Capital Advisers, LLCActive
Some overlap · 3 shared positions
$IAU$USB$SE
$2.0B
604 positions
#16Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$USB$SE$IAU
$284M
91 positions
#17Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$USB$SE$IAU
$134M
143 positions
#18TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$USB$SE$IAU
$283M
137 positions
#19Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$SE$TME
$249M
57 positions
#20Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$USB$SE$IAU
$407M
51 positions
#21Crestmont Private Wealth LLCActive
Some overlap · 3 shared positions
$IAU$TME$USB
$317M
105 positions
#22Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$IAU$USB$SE
$279M
141 positions
#23Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$USB$SE$TME
$1.2B
177 positions
#24STABLEFORD CAPITAL II LLCPassive
Some overlap · 3 shared positions
$IAU$USB$SE
$269M
144 positions
#25REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$USB$IAU$SE
$1.7B
101 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.