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Hedge Funds Similar to MOULTON WEALTH ,

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

MOULTON WEALTH MANAGEMENT, INC is an institutional investor managing $152M across 66 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 MOULTON WEALTH , are IAM Advisory,, Global View, Broussard Financial Group, with shared positions in $WT, $AGQ, $USB, $SHW, $GSAT, $SLV. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Highly similar · 5 shared positions
$WT$AGQ$USB$SHW$GSAT
$446M
95 positions
#2Global View Capital Management LLCActive
Highly similar · 5 shared positions
$WT$AGQ$USB$SLV$SAN
$377M
140 positions
#3Broussard Financial Group LLCActive
Substantial overlap · 4 shared positions
$WT$SLV$USB$IAU
$125M
29 positions
#4Lauer Wealth, LLCActive
Substantial overlap · 4 shared positions
$WT$USB$AGQ$SLV
$126M
67 positions
#5TopTier Wealth Management, LLCPassive
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$163M
795 positions
#6COLUMBIA ADVISORY PARTNERS LLCActive
Substantial overlap · 3 shared positions
$WT$LKFT$GSAT
$157M
92 positions
#7Lunt Capital Management, Inc.Active
Substantial overlap · 3 shared positions
$WT$USB$GSAT
$260M
97 positions
#8Exit Wealth Advisors, LLC.Active
Substantial overlap · 4 shared positions
$WT$SLV$AAAU$IAU
$195M
131 positions
#9Lee-Kelleher Wealth ManagementSmart money
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$168M
41 positions
#10Boyce & Associates Wealth Consulting, Inc.Active
Substantial overlap · 5 shared positions
$WT$IAU$AGQ$SLV$SHW
$132M
80 positions
#11Reyes Financial Architecture, Inc.Passive
Substantial overlap · 3 shared positions
$WT$AGQ$OKTA
$122M
348 positions
#12Wealthcare Capital Partners, LLCActive
Substantial overlap · 4 shared positions
$WT$MKL$AGQ$SLV
$213M
153 positions
#13Oxinas Partners Wealth Management LLCPassive
Substantial overlap · 4 shared positions
$WT$OKTA$AGQ$USB
$219M
145 positions
#14Systelligence, LLCPassive
Substantial overlap · 5 shared positions
$WT$USB$SAN$GSAT$IAU
$514M
56 positions
#15Morton Capital Management LLC/CASmart money
Substantial overlap · 3 shared positions
$WT$USB$IAU
$672M
139 positions
#16MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Substantial overlap · 5 shared positions
$WT$USB$SLV$LKFT$IAU
$1.3B
143 positions
#17Alpha Zero LLCActive
Substantial overlap · 3 shared positions
$WT$OKTA$IAU
$198M
79 positions
#18Fortune Financial Group, Inc.Active
Substantial overlap · 4 shared positions
$WT$AGQ$USB$GSAT
$111M
84 positions
#19BIP Wealth, LLCActive
Substantial overlap · 3 shared positions
$WT$MKL$USB
$2.5B
453 positions
#20Bonfire FinancialActive
Substantial overlap · 3 shared positions
$WT$OKTA$SLV
$133M
57 positions
#21CATHY PARETO & ASSOCIATES, INCPassive
Substantial overlap · 6 shared positions
$WT$SLV$SAN$SHW$IAU$USB
$149M
96 positions
#22AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 4 shared positions
$WT$SNPS$USB$MKL
$206M
97 positions
#23Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$WT$SLV$AGQ$SHW
$153M
96 positions
#24CLG LLCActive
Notable overlap · 3 shared positions
$WT$AAAU$USB
$403M
134 positions
#25WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$WT$USB$OKTA$IAU$SLV
$508M
107 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.