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 Montis Financial,

13F Portfolio OverlapQ1 2026Montis Financial, portfolio →

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Most similar hedge funds by 13F overlap

Montis Financial, LLC is an institutional investor managing $484M across 150 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 Montis Financial, are Employees' Retirement Fund of the City of Fort Worth, Quaker Wealth ,, VSM Wealth Advisory,, with shared positions in $COP, $KKR, $HUM, $SLV, $USB, $DOV. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$COP $KKR $HUM $SLV

$230M

21 positions

#2Quaker Wealth Management, LLCActive

Notable overlap · 4 shared positions

$COP $KKR $USB $HUM

$320M

972 positions

#3VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$COP $KKR $HUM $DOV $IBM

$335M

505 positions

#4Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$COP $KKR $HUM $MS

$453M

103 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $COP $HUM $USB $IAU $NOW

$721M

145 positions

#6DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $COP $HUM $MS $SLV

$461M

353 positions

#7truNorth Financial Services, Inc.Active

Notable overlap · 6 shared positions

$KKR $COP $HUM $DE $SLV $MS

$97M

49 positions

#8Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$KKR $COP $HUM $USB

$147M

13 positions

#9Forum Private Client Group LLCActive

Notable overlap · 5 shared positions

$KKR $COP $HUM $USB $IAU

$300M

80 positions

#10FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$KKR $COP $USB $DOV $DE $IAU

$133M

121 positions

#11CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$COP $HUM $USB $MS $IBM

$363M

102 positions

#12SpringVest Wealth Management LLCActive

Notable overlap · 7 shared positions

$COP $USB $PHYS $IAU $HUM $AGQ

$146M

67 positions

#13Sunburst Financial Group, LLCActive

Notable overlap · 5 shared positions

$COP $KKR $HUM $IBM $MS

$543M

132 positions

#14Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 4 shared positions

$COP $HUM $KKR $MS

$1.2B

1,060 positions

#15Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $HUM $DOV

$67M

42 positions

#16Milestone Investment Advisors LLCActive

Notable overlap · 5 shared positions

$KKR $COP $NOW $HUM $USB

$414M

139 positions

#17WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 6 shared positions

$COP $KKR $HUM $IAU $DE $SLV

$284M

123 positions

#18McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$COP $HUM $SLV

$192M

27 positions

#19DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$COP $USB $IAU $DOV

$464M

679 positions

#20NEPC LLCSmart money

Notable overlap · 4 shared positions

$COP $USB $DOV $NOW

$5.0B

51 positions

#21HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $FSCO $DOV

$238M

142 positions

#22RW Investment Management LLCActive

Notable overlap · 6 shared positions

$COP $USB $DE $KKR $AGQ $MS

$1.0B

113 positions

#23Castleview Partners, LLCPassive

Notable overlap · 4 shared positions

$COP $KKR $FSCO $AGQ

$195M

200 positions

#24Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$COP $DOV $USB $HUM

$374M

86 positions

#25BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $IBM

$777M

115 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.