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 Monument Group Wealth Advisors,

13F Portfolio OverlapQ1 2026Monument Group Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Monument Group Wealth Advisors, LLC is an institutional investor managing $180M across 43 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 Monument Group Wealth Advisors, are Ifrah Financial Services,, Creekside Partners, Traveka Wealth,, with shared positions in $UNIT, $SE, $NTRB, $SYK, $BRZE, $KKR. The full ranking of 25 similar funds is below.

#1Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$UNIT $SE $NTRB $SYK

$378M

200 positions

#2Creekside PartnersPassive

Some overlap · 4 shared positions

$UNIT $SE $BRZE $KKR

$243M

183 positions

#3Traveka Wealth, LLCPassive

Some overlap · 4 shared positions

$UNIT $SE $BRZE $KO

$262M

186 positions

#4Brooklyn FI, LLCActive

Some overlap · 3 shared positions

$UNIT $SE $BRZE

$476M

78 positions

#5Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 6 shared positions

$UNIT $UPST $BRZE $NTRB $SE $KKR

$111M

63 positions

#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$UNIT $SE $NTRB $KO

$206M

97 positions

#7TME FINANCIAL, INC.Passive

Some overlap · 4 shared positions

$UNIT $SE $NTRB $KKR

$144M

65 positions

#8Mill Creek Capital Advisors, LLCActive

Some overlap · 5 shared positions

$UNIT $SE $BRZE $UPST $KKR

$4.9B

260 positions

#9Bestgate Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$UNIT $SE $NTRB

$55M

45 positions

#10Financial Advisory CorpSmart money

Some overlap · 3 shared positions

$UNIT $SE $SYK

$720M

51 positions

#11THEORY FINANCIAL LLCPassive

Some overlap · 3 shared positions

$UNIT $SE $BRZE

$285M

94 positions

#12ARVEST INVESTMENTS, INC.Passive

Some overlap · 3 shared positions

$UNIT $SE $UPST

$733M

199 positions

#13Glass Jacobson Investment Advisors llcPassive

Some overlap · 4 shared positions

$UNIT $UPST $BRZE $KKR

$290M

607 positions

#14Foster Group, Inc.Active

Some overlap · 3 shared positions

$UNIT $SE $UPST

$3.4B

284 positions

#15ASSETMARK, INCPassive

Some overlap · 3 shared positions

$UNIT $SE $NTRB

$49.0B

3,443 positions

#16MAYPORT, LLCActive

Some overlap · 4 shared positions

$UNIT $UPST $BRZE $KKR

$538M

130 positions

#17Prosperity Planning, Inc.Active

Some overlap · 3 shared positions

$UNIT $SE $BRZE

$395M

110 positions

#18Efficient Advisors, LLCActive

Some overlap · 4 shared positions

$UNIT $UPST $BRZE $SE

$1.4B

58 positions

#19FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$UNIT $BRZE $SE $KKR $KO

$133M

121 positions

#20Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$SE $UNIT $NTRB $KKR

$115M

115 positions

#21Strategic Investment Advisors / MIPassive

Some overlap · 3 shared positions

$SE $UNIT $NTRB

$1.4B

386 positions

#22Zhang Financial LLCActive

Some overlap · 5 shared positions

$UNIT $BRZE $NTRB $KKR $SYK

$2.9B

367 positions

#23Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$SE $UNIT $NTRB

$95M

140 positions

#24RF&L WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$UNIT $SE $NTRB

$134M

52 positions

#25Gladwyn Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$UNIT $SE $NTRB $KO

$160M

82 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.