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Hedge Funds Similar to MAIMON WEALTH LTD.

13F Portfolio OverlapQ1 2026MAIMON WEALTH LTD. portfolio →
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Most similar hedge funds by 13F overlap

MAIMON WEALTH MANAGEMENT LTD. is an institutional investor managing $114M across 77 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 MAIMON WEALTH LTD. are Plum Street Advisors,, Integrity Wealth Solutions, OFC FINANCIAL PLANNING,, with shared positions in $RELX, $IAU, $AMN, $UNIT, $GMM, $BRZE. The full ranking of 25 similar funds is below.

#1Plum Street Advisors, LLCActive
Notable overlap · 4 shared positions
$RELX$IAU$AMN$UNIT
$289M
98 positions
#2Integrity Wealth Solutions LLCPassive
Notable overlap · 6 shared positions
$AMN$IAU$UNIT$GMM$BRZE$DOV
$255M
130 positions
#3OFC FINANCIAL PLANNING, LLCActive
Notable overlap · 5 shared positions
$RELX$IAU$UNIT$MCD$BRZE
$102M
56 positions
#4Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 6 shared positions
$RELX$IAU$GMM$MAR$BRZE$DE
$589M
138 positions
#5WORMSER FRERES GESTIONActive
Notable overlap · 3 shared positions
$SYK$IAU$EMR
$139M
42 positions
#6Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$IAU$AMN$UNIT$DOV$BRZE
$98M
68 positions
#7MAINSAIL ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$RELX$UNIT$MAR
$223M
112 positions
#8Philadelphia Investment Partners, LLCPassive
Notable overlap · 4 shared positions
$RELX$IAU$MAR$PM
$147M
189 positions
#9Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$RELX$AMN$IAU
$115M
52 positions
#10Diversified Portfolios, Inc.Active
Notable overlap · 3 shared positions
$RELX$AMN$UNIT
$1.2B
174 positions
#11Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$RELX$UNIT$AMD
$765M
145 positions
#12Valtinson Bruner Financial Planning LLCActive
Notable overlap · 3 shared positions
$RELX$GMM$AMD
$364M
171 positions
#13Foster Group, Inc.Active
Notable overlap · 6 shared positions
$AMN$RELX$UNIT$DOV$DE$MCD
$3.4B
284 positions
#14Fundsmith LLPActive
Notable overlap · 3 shared positions
$SYK$PM$MAR
$12.8B
34 positions
#15FUNDSMITH INVESTMENT SERVICES LTD.Smart money
Notable overlap · 3 shared positions
$SYK$PM$MAR
$4.4B
24 positions
#16CWS Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$SYK$MAR$MCD$BRZE$PM$MO
$390M
157 positions
#17Highland Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$IAU$AMN$PM$MAR$MO
$379M
67 positions
#18Landing Point Financial Group, LLCActive
Some overlap · 3 shared positions
$RELX$IAU$AMN
$206M
93 positions
#19Powerhouse Assets LLCActive
Some overlap · 4 shared positions
$RELX$UNIT$DOV$MCD
$115M
55 positions
#20Evelyn Partners Asset Management LtdPassive
Some overlap · 5 shared positions
$SYK$IAU$RELX$DOV$MCD
$406M
308 positions
#21Zhang Financial LLCActive
Some overlap · 6 shared positions
$IAU$UNIT$SYK$DOV$AMN$BRZE
$2.9B
367 positions
#22Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$RELX$EMR$MCD$APD
$245M
98 positions
#23Quent Long Short Global Small Cap Fund, LP
Some overlap · 4 shared positions
$IAU$AMN$UNIT$GMM
$1.2B
299 positions
#24RCS Financial Planning, LLCPassive
Some overlap · 6 shared positions
$IAU$AMN$GMM$MDLZ$UNIT$BRZE
$193M
98 positions
#25FLYWHEEL PRIVATE WEALTH LLCPassive
Some overlap · 7 shared positions
$AMN$UNIT$IAU$BRZE$APD$EMR
$176M
104 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.