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 MONECO Advisors,

13F Portfolio OverlapQ1 2026MONECO Advisors, portfolio →

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Most similar hedge funds by 13F overlap

MONECO Advisors, LLC is an institutional investor managing $1.3B across 515 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 MONECO Advisors, are PCG Wealth Advisors,, Wealthcare Advisory Partners, CASTLE WEALTH, with shared positions in $AMN, $REGN, $JHG, $SHW, $SLV, $GSAT. The full ranking of 25 similar funds is below.

#1PCG Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$AMN $REGN $JHG $SHW $SLV $GSAT

$395M

164 positions

#2Wealthcare Advisory Partners LLCPassive

Some overlap · 6 shared positions

$AMN $REGN $JHG $GLDM $SLV $DUK

$5.1B

1,073 positions

#3CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$HPQ $AMN $JHG $SLV

$309M

132 positions

#4WT Wealth ManagementPassive

Some overlap · 6 shared positions

$MDLZ $SGOL $JHG $GLDM $SHW $GSAT

$336M

138 positions

#5Wilkerson Advisory Group LLCPassive

Some overlap · 5 shared positions

$AMN $REGN $JHG $GLDM $SLV

$291M

617 positions

#6Financial Partners Group, IncPassive

Some overlap · 5 shared positions

$AMN $REGN $MDLZ $JHG $GSAT

$836M

227 positions

#7Bravias Capital Group, LLCActive

Some overlap · 5 shared positions

$GMM $REGN $GLDM $SHW $SLV

$153M

96 positions

#8Financial Enhancement Group LLCPassive

Slight overlap · 5 shared positions

$GMM $MDLZ $JHG $GLDM $GSAT

$807M

135 positions

#95T Wealth, LLCPassive

Slight overlap · 5 shared positions

$REGN $HPQ $MDLZ $SHW $GSAT

$253M

129 positions

#10EHRLICH FINANCIAL GROUPPassive

Slight overlap · 5 shared positions

$GMM $MDLZ $JHG $GSAT $SLV

$174M

112 positions

#11GREAT VALLEY ADVISOR GROUP, INC.Passive

Slight overlap · 5 shared positions

$REGN $JHG $GLDM $SHW $SLV

$5.5B

999 positions

#12Collaborative Wealth Managment Inc.Passive

Slight overlap · 5 shared positions

$AMN $GMM $GLDM $GSAT $EPD

$218M

162 positions

#13CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Slight overlap · 4 shared positions

$AMN $REGN $GMM $SLV

$1.6B

2,162 positions

#14Signature Equity Partners, LLCPassive

Slight overlap · 4 shared positions

$AMN $REGN $DUK $SHW

$186M

1,550 positions

#15Clarus Group, Inc.Active

Slight overlap · 5 shared positions

$AMN $DUK $SLV $EPD $GSAT

$279M

113 positions

#16Detalus Advisors, LLCActive

Slight overlap · 4 shared positions

$GMM $MDLZ $JHG $GLDM

$438M

186 positions

#17Balance Wealth, LLCPassive

Slight overlap · 4 shared positions

$HPQ $JHG $GSAT $AMN

$322M

149 positions

#18Black Swift Group, LLCActive

Slight overlap · 5 shared positions

$MDLZ $DUK $JHG $SHW $GSAT

$571M

117 positions

#19Aspire Capital Advisors LLCActive

Slight overlap · 5 shared positions

$AMN $REGN $SHW $GSAT $SLV

$444M

122 positions

#20Apollon Financial, LLCPassive

Slight overlap · 5 shared positions

$DUK $JHG $AMN $SHW $REGN

$723M

260 positions

#21AlphaCore Capital LLCPassive

Slight overlap · 4 shared positions

$AMN $REGN $JHG $EPD

$4.2B

1,202 positions

#22Sequent Asset Management, LLC

Slight overlap · 5 shared positions

$AMN $MDLZ $EPD $DUK $SHW

$225M

99 positions

#23NOTTINGHAM ADVISORS, INC.Active

Slight overlap · 5 shared positions

$AMN $JHG $GLDM $GSAT $SLV

$777M

112 positions

#24ORBA Wealth Advisors, L.L.C.Passive

Slight overlap · 4 shared positions

$GMM $AMN $EPD $GSAT

$84M

65 positions

#25Able Wealth Management LLCPassive

Slight overlap · 5 shared positions

$MDLZ $JHG $GLDM $SHW $GMM

$374M

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.