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Hedge Funds Similar to Montz Harcus Wealth

13F Portfolio OverlapQ3 2026Montz Harcus Wealth portfolio →
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Most similar hedge funds by 13F overlap

Montz Harcus Wealth Management LLC is an institutional investor managing $285M across 97 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Montz Harcus Wealth are Bear Mountain, LCM, Paulson Wealth, with shared positions in $MDY, $BA, $GBTC, $MCD, $LMT, $IBIT. The full ranking of 25 similar funds is below.

#1Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$MDY$BA$GBTC
$345M
214 positions
#2LCM Capital Management IncActive
Notable overlap · 3 shared positions
$MDY$MCD$LMT
$235M
125 positions
#3Paulson Wealth Management Inc.Active
Notable overlap · 3 shared positions
$MDY$MCD$LMT
$471M
146 positions
#4Audent Global Asset Management, LLCActive
Some overlap · 4 shared positions
$MDY$IBIT$BA$MCD
$90M
46 positions
#5SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$MCD$BA
$314M
128 positions
#6LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$BA$MCD
$199M
137 positions
#7MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 3 shared positions
$MDY$BA$MS
$14.9B
299 positions
#8Meridian Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$MS$MCD$LMT
$214M
154 positions
#9ADIRONDACK TRUST COPassive
Some overlap · 4 shared positions
$MDY$MS$MCD$LMT
$320M
555 positions
#10Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$MDY$MS$LMT
$505M
144 positions
#11Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$MDY$IBIT$MCD
$309M
142 positions
#12Rise Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$BA$MCD
$355M
104 positions
#13WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$MCD$LMT
$340M
145 positions
#14STAR Financial BankActive
Some overlap · 4 shared positions
$MDY$MS$MCD$LMT
$245M
109 positions
#15ABOUND FINANCIAL, LLCActive
Slight overlap · 3 shared positions
$MDY$IBIT$GBTC
$251M
297 positions
#16Generali Asset Management SPA SGRPassive
Slight overlap · 3 shared positions
$MDY$NEM$MS
$5.7B
504 positions
#17JDM Financial Group LLCActive
Slight overlap · 3 shared positions
$MDY$BA$GBTC
$293M
332 positions
#18Henshaw Capital LLCActive
Slight overlap · 3 shared positions
$MDY$BA$MCD
$3.1B
160 positions
#19Topsail Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$MDY$MS$MCD$LMT
$783M
297 positions
#20Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$MS$LMT
$808M
315 positions
#21Collaborative Capital Advisors LLCActive
Slight overlap · 3 shared positions
$MDY$IBIT$MS
$158M
83 positions
#22Summit Financial Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$HBCP$BFST$BA$LMT
$807M
227 positions
#23PKS Advisory Services, LLCPassive
Slight overlap · 4 shared positions
$MDY$IBIT$NEM$MCD
$624M
377 positions
#24PRECEDENT WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MDY$MCD$LMT
$651M
207 positions
#25Magnus Financial Group LLCPassive
Slight overlap · 4 shared positions
$IBIT$BA$MS$LMT
$1.5B
413 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.