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Hedge Funds Similar to Melone Private Wealth

13F Portfolio OverlapQ2 2026Melone Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Melone Private Wealth, LLC is an institutional investor managing $263M across 58 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 Melone Private Wealth are Summit Financial Consulting, Regatta Research & Money, Congress Park, with shared positions in $NZF, $MIY, $NAD, $VGM, $NVG, $MHD. The full ranking of 13 similar funds is below.

#1Summit Financial Consulting LLCActive
Some overlap · 3 shared positions
$NZF$MIY$NAD
$147M
49 positions
#2Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$NAD$NZF$VGM
$106M
495 positions
#3Congress Park Capital LLCPassive
Some overlap · 3 shared positions
$NAD$NZF$NVG
$370M
134 positions
#4Compass Financial Group, INC/SDSmart money
Some overlap · 4 shared positions
$NZF$NVG$MIY$MHD
$872M
119 positions
#5Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 6 shared positions
$NVG$NMZ$NZF$NAD$MHD$VGM
$3.5B
955 positions
#6Wealth Care LLCActive
Some overlap · 4 shared positions
$NZF$NAD$VGM$NMCO
$123M
73 positions
#7Gridiron Partners, LLCSmart money
Some overlap · 5 shared positions
$NMZ$NMCO$NZF$VGM$NVG
$191M
51 positions
#8McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$NAD$NVG$NZF
$823M
154 positions
#9Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$NVG$VGM$NZF
$149M
636 positions
#10Palogic Value Management, L.P.Passive
Some overlap · 3 shared positions
$NAD$NVG$NMZ
$304M
194 positions
#11Gould Capital, LLCPassive
Slight overlap · 3 shared positions
$NVG$NZF$NAD
$179M
217 positions
#12Westview Management dba Westview Investment AdvisorsPassive
Slight overlap · 3 shared positions
$NZF$MHD$NAD
$204M
67 positions
#13RAMSEY QUANTITATIVE SYSTEMSActive
Slight overlap · 3 shared positions
$NZF$NAD$NVG
$112M
60 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.