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Hedge Funds Similar to Montz Harcus Wealth

13F Portfolio OverlapQ1 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 $248M across 93 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 Montz Harcus Wealth are Granite FO, SONATA GROUP, DUMONT & BLAKE INVESTMENT ADVISORS, with shared positions in $KKR, $MDY, $BA, $IBM, $MCD, $KO. The full ranking of 25 similar funds is below.

#1Granite FO LLCActive
Notable overlap · 3 shared positions
$KKR$MDY$BA
$169M
170 positions
#2SONATA CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$KKR$MDY$IBM$MCD
$271M
123 positions
#3DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$KKR$IBM
$400M
202 positions
#4HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$KKR$KO
$246M
118 positions
#5Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$KKR$KO
$523M
202 positions
#6Wellspring Financial Advisors, LLCActive
Some overlap · 3 shared positions
$KKR$MDY$BA
$1.3B
278 positions
#7CMG Global Holdings, LLCPassive
Some overlap · 4 shared positions
$MDY$IBIT$BA$GBTC
$210M
96 positions
#8Audent Global Asset Management, LLCPassive
Some overlap · 4 shared positions
$MDY$IBIT$BA$MCD
$100M
51 positions
#9Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$KKR$IBIT$MCD
$462M
228 positions
#10Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$KKR$GMM$MDY
$254M
81 positions
#11Crews Bank & TrustPassive
Some overlap · 3 shared positions
$KKR$MDY$MCD
$690M
673 positions
#12APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$KKR$GMM$BA
$117M
72 positions
#13Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$IBM$NEM$LMT
$441M
105 positions
#14Hyposwiss Advisors SAPassive
Some overlap · 3 shared positions
$KKR$IBIT$BA
$101M
112 positions
#15Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$KKR$GMM$MCD
$453M
103 positions
#16Wilmar Advisors LLCSmart money
Some overlap · 4 shared positions
$MDY$IBIT$BA$GBTC
$116M
27 positions
#17MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 4 shared positions
$KKR$KO$MCD$LMT
$557M
185 positions
#18Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$KO$MCD$LMT
$124M
101 positions
#19Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$KKR$MDY$GMM$BA
$157M
117 positions
#20Sage Financial Management Group, Inc.Active
Some overlap · 4 shared positions
$KKR$MDY$IBM$KO
$325M
57 positions
#21Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$KKR$MDY$MCD
$160M
106 positions
#22Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$KKR$IBM$KO
$197M
50 positions
#23Operose Advisors LLCActive
Some overlap · 3 shared positions
$KKR$IBM$MCD
$431M
593 positions
#24Newport Capital Group, LLCPassive
Some overlap · 3 shared positions
$MDY$KKR$KO
$164M
73 positions
#25Oldfather Financial Services, LLC
Some overlap · 3 shared positions
$MDY$IBM$MCD
$336M
98 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.