13F Pro

Hedge Funds Similar to MOLLER WEALTH PARTNERS

13F Portfolio OverlapQ1 2026MOLLER WEALTH PARTNERS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MOLLER WEALTH PARTNERS is an institutional investor managing $553M across 75 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 MOLLER WEALTH PARTNERS are COMMON FUND FOR NONPROFIT ORGANIZATIONS, Passive ,, Colony Family Offices,, with shared positions in $FLEX, $SCHW, $NOW, $DDOG, $WT, $KKR. The full ranking of 25 similar funds is below.

#1COMMON FUND FOR NONPROFIT ORGANIZATIONSSmart money
Substantial overlap · 3 shared positions
$FLEX$SCHW$NOW
$1.0B
26 positions
#2Passive Capital Management, LLC.Active
Notable overlap · 5 shared positions
$SCHW$DDOG$WT$KKR$MCD
$335M
104 positions
#3Colony Family Offices, LLCSmart money
Notable overlap · 4 shared positions
$FLEX$DDOG$KKR$SCHW
$406M
62 positions
#4Barry Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$FLEX$WT$USB$KKR
$454M
99 positions
#5REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$DDOG$WT$MCD
$342M
70 positions
#6VeraBank, N.A.Active
Notable overlap · 4 shared positions
$FLEX$SCHW$KKR$MCD
$546M
173 positions
#7AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Notable overlap · 5 shared positions
$WT$DDOG$SCHW$NOW$USB
$206M
97 positions
#8Frisco Financial Planning LLCActive
Notable overlap · 3 shared positions
$DDOG$SCHW$USB
$121M
29 positions
#9Envision Financial LLCActive
Notable overlap · 3 shared positions
$WT$DDOG$USB
$186M
46 positions
#10West Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$DDOG$SCHW$USB$WT
$589M
193 positions
#11Navalign, LLCActive
Notable overlap · 3 shared positions
$FLEX$SCHW$DDOG
$396M
127 positions
#12Dickmeyer Boyce Financial Management, Inc.Passive
Notable overlap · 4 shared positions
$WT$DDOG$ITW$KKR
$170M
125 positions
#13Hurlow Wealth Management Group, Inc.Active
Notable overlap · 6 shared positions
$SCHW$DDOG$GE$USB$KKR$MCD
$420M
120 positions
#14RVW Wealth, LLCActive
Notable overlap · 4 shared positions
$WT$FLEX$GEV$NOW
$1.3B
176 positions
#15Note Advisors, LLCActive
Notable overlap · 3 shared positions
$SCHW$DDOG$MCD
$200M
85 positions
#16Horizons Wealth ManagementActive
Notable overlap · 4 shared positions
$SCHW$DDOG$NOW$WT
$152M
170 positions
#17Archvest Wealth Advisors, Inc.Active
Notable overlap · 5 shared positions
$SCHW$GE$GEV$AMAT$USB
$155M
74 positions
#18Heritage Wealth Management, Inc./TexasSmart money
Notable overlap · 3 shared positions
$SCHW$WT$T
$234M
41 positions
#19Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$DDOG$SCHW$KKR
$158M
28 positions
#20ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$DDOG$WT$SCHW
$3.5B
338 positions
#21Trace Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$FLEX$SCHW$AMAT$WT
$133M
66 positions
#22SWAN Capital LLCActive
Notable overlap · 6 shared positions
$SCHW$USB$GE$KKR$GEV$MCD
$272M
554 positions
#23BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$WT$SCHW$USB$KKR$NOW
$129M
217 positions
#24K2 Financial Inc.Active
Notable overlap · 3 shared positions
$DDOG$WT$MCD
$138M
59 positions
#25Sunflower Bank, N.A.Active
Notable overlap · 4 shared positions
$DDOG$GE$GEV$AMAT
$392M
155 positions

Compare MOLLER WEALTH PARTNERS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MOLLER WEALTH PARTNERS’s holdings

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.