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Hedge Funds Similar to MONOGRAPH WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026MONOGRAPH WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

MONOGRAPH WEALTH ADVISORS, LLC is an institutional investor managing $1.1B across 144 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 MONOGRAPH WEALTH ADVISORS, are Altiora Financial Group,, Sterling Financial Planning,, Disciplined Investments,, with shared positions in $NKE, $UPST, $NSC, $IAU, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$NKE$UPST$NSC$IAU$UNIT
$607M
110 positions
#2Sterling Financial Planning, Inc.Active
Notable overlap · 7 shared positions
$NKE$NSC$SCHW$UNIT$IAU$HUM
$337M
117 positions
#3Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$NKE$UPST$SCHW$IAU$UNIT
$279M
141 positions
#4Donalies Financial Planning, LLCActive
Notable overlap · 6 shared positions
$NKE$UNIT$SCHW$NSC$HUM$IAU
$117M
74 positions
#5Falcon Wealth PlanningActive
Notable overlap · 5 shared positions
$NKE$UPST$SCHW$UNIT$MKL
$1.5B
236 positions
#6Tillman Hartley LLCActive
Notable overlap · 4 shared positions
$NKE$UPST$SCHW$IAU
$398M
88 positions
#7Grove Street Fiduciary, LLCActive
Notable overlap · 6 shared positions
$NSC$UPST$UNIT$MKL$HUM$WM
$227M
74 positions
#8FMB WEALTH MANAGEMENTActive
Notable overlap · 4 shared positions
$NKE$NSC$SCHW$IAU
$242M
73 positions
#9Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 6 shared positions
$NKE$UNIT$NSC$UPST$MKL$HUM
$111M
63 positions
#10Foster Group, Inc.Active
Notable overlap · 5 shared positions
$NKE$UPST$UNIT$DIA$DE
$3.4B
284 positions
#11Discipline Wealth Solutions, LLCActive
Notable overlap · 7 shared positions
$UPST$UNIT$SCHW$MKL$IAU$HUM
$950M
192 positions
#12Aegis Wealth Management LLCPassive
Notable overlap · 4 shared positions
$NKE$UPST$UNIT$IAU
$175M
118 positions
#13NORTHWEST WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$NKE$UPST$UNIT$MKL$DE$HUM
$665M
255 positions
#14INKWELL CAPITAL LLCActive
Notable overlap · 5 shared positions
$NSC$NKE$SCHW$MKL$DIS
$98M
31 positions
#15Porter White Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$NSC$MKL$IAU
$250M
40 positions
#16Cordant, Inc.Active
Notable overlap · 4 shared positions
$NKE$UPST$SCHW$DIS
$246M
75 positions
#17ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$UPST$NKE$SCHW$UNIT$TMO
$370M
119 positions
#18Glass Jacobson Investment Advisors llcPassive
Notable overlap · 4 shared positions
$NKE$UNIT$UPST$IAU
$290M
607 positions
#19CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 5 shared positions
$NKE$SCHW$UNIT$MKL$IAU
$532M
162 positions
#20PINNEY & SCOFIELD, INC.Active
Notable overlap · 4 shared positions
$NKE$NSC$IAU$SCHW
$185M
243 positions
#21Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$NKE$UPST$SCHW$HUM
$236M
81 positions
#22Planning Center, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$NSC$HUM$DE
$987M
78 positions
#23Shearwater Capital LLCSmart money
Notable overlap · 4 shared positions
$NKE$NSC$HUM$DE
$191M
71 positions
#24Ruedi Wealth Management, Inc.Smart money
Some overlap · 4 shared positions
$NKE$SCHW$UPST$IAU
$388M
58 positions
#25TrueWealth Financial PartnersActive
Some overlap · 5 shared positions
$UPST$UNIT$SCHW$MKL$INTU
$251M
66 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.