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Hedge Funds Similar to Berkshire Money ,

13F Portfolio OverlapQ1 2026Berkshire Money , portfolio →
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Most similar hedge funds by 13F overlap

Berkshire Money Management, Inc. is an institutional investor managing $976M across 52 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 Berkshire Money , are Mosaic Advisors, Johnson Bixby & Associates,, Novak & Powell Financial Services,, with shared positions in $HUM, $DIA, $COP, $GRWG. The full ranking of 25 similar funds is below.

#1Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$HUM$DIA$COP
$67M
42 positions
#2Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$HUM$COP
$806M
127 positions
#3Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$HUM$DIA$COP
$186M
163 positions
#4SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$HUM$DIA$COP
$222M
135 positions
#5Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DIA$GRWG$COP
$99M
59 positions
#6Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$COP
$381M
159 positions
#7Graves-Light Private Wealth Management, Inc.Active
Some overlap · 3 shared positions
$HUM$DIA$COP
$961M
197 positions
#8Redwood Family Wealth LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$COP
$102M
102 positions
#9First Heartland Consultants, Inc.Passive
Some overlap · 3 shared positions
$DIA$GRWG$HUM
$1.3B
523 positions
#10TrueWealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$GRWG$HUM
$398M
233 positions
#11truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$HUM$DIA$COP
$97M
49 positions
#12Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$DIA$HUM$COP
$295M
168 positions
#13Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$DIA$HUM$COP
$1.1B
127 positions
#14Cambridge Advisors Inc.Active
Slight overlap · 3 shared positions
$HUM$DIA$COP
$515M
178 positions
#15Oak Harvest Investment ServicesPassive
Slight overlap · 3 shared positions
$HUM$DIA$COP
$958M
176 positions
#16Constant Guidance Financial LLCActive
Slight overlap · 3 shared positions
$DIA$HUM$COP
$145M
42 positions
#17TWIN FOCUS CAPITAL PARTNERS, LLCActive
Slight overlap · 3 shared positions
$HUM$DIA$COP
$871M
173 positions
#18OMNI 360 Wealth, Inc.Passive
Slight overlap · 3 shared positions
$GRWG$HUM$DIA
$194M
125 positions
#19Hegarty Advisors, LLCActive
Slight overlap · 3 shared positions
$HUM$DIA$COP
$127M
57 positions
#20Ameritas Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$HUM$DIA$COP
$2.6B
1,075 positions
#21IFG Advisors, LLCActive
Slight overlap · 3 shared positions
$DIA$HUM$COP
$611M
149 positions
#22Keating Financial Advisory Services, Inc.Passive
Slight overlap · 3 shared positions
$DIA$HUM$COP
$619M
2,570 positions
#23Kelman-Lazarov, Inc.Active
Slight overlap · 3 shared positions
$HUM$DIA$COP
$698M
140 positions
#24CV Advisors LLCActive
Slight overlap · 3 shared positions
$DIA$GRWG$COP
$366M
46 positions
#25DENVER WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$DIA$COP$HUM
$291M
100 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.