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 Mokosak Advisory Group,

13F Portfolio OverlapQ1 2026Mokosak Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Mokosak Advisory Group, LLC is an institutional investor managing $399M across 34 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 Mokosak Advisory Group, are Sentinel Dome Partners,, Grove Street Fiduciary,, Marotta Asset, with shared positions in $UNIT, $NOW, $DDOG, $MAR, $WFC, $AMGN. The full ranking of 25 similar funds is below.

#1Sentinel Dome Partners, LLCActive

Substantial overlap · 3 shared positions

$UNIT $NOW $DDOG

$105M

29 positions

#2Grove Street Fiduciary, LLCActive

Substantial overlap · 4 shared positions

$UNIT $MAR $WFC $AMGN

$227M

74 positions

#3Marotta Asset ManagementActive

Substantial overlap · 4 shared positions

$UNIT $MAR $DE $WFC

$543M

103 positions

#4Fairway Financial, LLCActive

Substantial overlap · 3 shared positions

$UNIT $MAR $NOW

$132M

23 positions

#5BHK Investment Advisors, LLCActive

Substantial overlap · 3 shared positions

$UNIT $WFC $AMGN

$299M

79 positions

#6ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$UNIT $MAR $DDOG

$3.5B

338 positions

#7Shakespeare Wealth Management, LLCActive

Notable overlap · 5 shared positions

$UNIT $MAR $WFC $DDOG $SHW

$422M

98 positions

#8Compass Financial Group, INC/SDActive

Notable overlap · 3 shared positions

$MAR $UNIT $DDOG

$715M

105 positions

#9Family Office Research LLCActive

Notable overlap · 3 shared positions

$MAR $DE $SHW

$230M

75 positions

#10AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$MAR $WFC $DDOG

$445M

77 positions

#11Junk Investment Group, LLCPassive

Notable overlap · 3 shared positions

$MAR $UNIT $AMGN

$191M

88 positions

#12RAM Investment Partners, LLCActive

Notable overlap · 3 shared positions

$NOW $MAR $WFC

$569M

121 positions

#13IMPACTfolio, LLCSmart money

Notable overlap · 3 shared positions

$NOW $MAR $AMGN

$235M

35 positions

#14LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$UNIT $MAR $AMGN $WFC

$182M

136 positions

#15Bond & Devick Financial Network, Inc.Passive

Notable overlap · 3 shared positions

$NOW $DDOG $AMGN

$358M

188 positions

#16Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$UNIT $DE $DDOG

$313M

119 positions

#17Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MAR $DE $WFC $DDOG

$255M

1,563 positions

#18Osbon Capital Management LLCPassive

Notable overlap · 3 shared positions

$MAR $AMGN $SHW

$123M

493 positions

#19Financial Freedom, LLCPassive

Notable overlap · 4 shared positions

$MAR $UNIT $NOW $SHW

$201M

426 positions

#20CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$UNIT $MAR $SHW

$149M

96 positions

#21Advantage Trust CoActive

Notable overlap · 4 shared positions

$MAR $DE $UNIT $SHW

$223M

123 positions

#22ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 3 shared positions

$MAR $DE $DDOG

$1.5B

958 positions

#23Leeward Financial Partners, LLCPassive

Notable overlap · 5 shared positions

$MAR $UNIT $ISRG $DDOG $SHW

$336M

97 positions

#24Payne Capital Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $NOW $MAR

$331M

79 positions

#25Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MAR $NOW $DE

$589M

138 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.