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 OverlapQ2 2026MONECO Advisors portfolio →

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Most similar hedge funds by 13F overlap

MONECO Advisors, LLC is an institutional investor managing $1.6B across 595 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 MONECO Advisors are Certified Advisory, LSV ASSET, LifeGoal Investments, with shared positions in $STT, $GLDM, $DUK, $EPD, $MO, $C. The full ranking of 25 similar funds is below.

#1Certified Advisory CorpPassive

Some overlap · 5 shared positions

$STT $GLDM $DUK $EPD $MO

$1.2B

327 positions

#2LSV ASSET MANAGEMENTActive

Slight overlap · 4 shared positions

$STT $C $PFE $MO

$55.1B

889 positions

#3LifeGoal Investments, LLCActive

Slight overlap · 3 shared positions

$STT $NBIS $GLDM

$218M

155 positions

#4XY Planning Network, Inc.Passive

Slight overlap · 4 shared positions

$STT $GLDM $DUK $MO

$797M

340 positions

#5THAMES CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$STT $NBIS $C

$1.2B

56 positions

#6Sienna GestionPassive

Slight overlap · 3 shared positions

$STT $NBIS $C

$1.7B

178 positions

#7Upper Left Wealth Management, LLCActive

Slight overlap · 3 shared positions

$STT $GLDM $SGOL

$180M

73 positions

#8COURIER CAPITAL LLCPassive

Slight overlap · 3 shared positions

$STT $GLDM $C

$2.0B

399 positions

#9SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$STT $GLDM $C

$5.6B

669 positions

#10Premier Private Wealth Management LLCActive

Slight overlap · 3 shared positions

$STT $DUK $SGOL

$114M

60 positions

#11PINKERTON WEALTH, LLCActive

Slight overlap · 3 shared positions

$STT $DUK $C

$1.2B

103 positions

#12apricus wealth, LLCPassive

Slight overlap · 3 shared positions

$STT $DUK $C

$210M

129 positions

#13Winthrop Capital Management, LLCPassive

Slight overlap · 3 shared positions

$STT $DUK $C

$414M

351 positions

#14GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$STT $DUK $C

$3.0B

213 positions

#15SBI Securities Co., Ltd.Passive

Slight overlap · 4 shared positions

$NBIS $GLDM $PFE $MO

$4.4B

4,072 positions

#16Compass Wealth Management, LLC/GAActive

Slight overlap · 3 shared positions

$STT $GLDM $MO

$251M

74 positions

#17Oakmont Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$STT $GLDM $MO

$119M

526 positions

#18Graetz Wealth LLCActive

Slight overlap · 3 shared positions

$STT $GLDM $MO

$125M

84 positions

#19LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$STT $GLDM $NBIS

$1.2B

232 positions

#20Kagan Cocozza Asset ManagementActive

Slight overlap · 3 shared positions

$STT $DUK $PFE

$160M

67 positions

#21CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Slight overlap · 3 shared positions

$STT $DUK $PFE

$1.5B

184 positions

#22BCM ADVISORS, LLCSmart money

Slight overlap · 4 shared positions

$GLDM $DUK $SGOL $EPD

$514M

80 positions

#23MILLER HOWARD INVESTMENTS INC /NYActive

Slight overlap · 3 shared positions

$STT $C $EPD

$3.8B

152 positions

#24Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$STT $GLDM $DUK

$166M

570 positions

#25Principal Street Partners, LLCPassive

Slight overlap · 3 shared positions

$STT $DUK $MO

$683M

277 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.