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Hedge Funds Similar to MONEYWISE

13F Portfolio OverlapQ2 2026MONEYWISE portfolio →
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Most similar hedge funds by 13F overlap

MONEYWISE, INC. is an institutional investor managing $268M across 86 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MONEYWISE are Aull & Monroe Investment, M. Kulyk & Associates, Tribune Investment Group, with shared positions in $CSX, $NEE, $GLW, $BWXT. The full ranking of 10 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$CSX$NEE$GLW
$239M
126 positions
#2M. Kulyk & Associates, LLCActive
Some overlap · 3 shared positions
$CSX$NEE$GLW
$613M
113 positions
#3Tribune Investment Group LPActive
Some overlap · 3 shared positions
$CSX$BWXT$GLW
$247M
34 positions
#4Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$CSX$NEE$GLW
$186M
101 positions
#5WEST PACES ADVISORS INC.Passive
Some overlap · 3 shared positions
$CSX$NEE$GLW
$596M
765 positions
#6Cottage Street Advisors LLCPassive
Slight overlap · 3 shared positions
$CSX$GLW$NEE
$259M
149 positions
#7Stonebridge Financial Group, LLCPassive
Slight overlap · 3 shared positions
$NEE$BWXT$GLW
$1.3B
275 positions
#8Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$NEE$GLW$BWXT
$508M
137 positions
#9AssuredPartners Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$CSX$GLW$NEE
$1.0B
416 positions
#10First National Advisers, LLCPassive
Slight overlap · 3 shared positions
$NEE$GLW$CSX
$712M
251 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.