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Hedge Funds Similar to Modern Wealth

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

Modern Wealth Management, LLC is an institutional investor managing $8.4B across 1,109 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 Modern Wealth are Signet Investment Advisory Group, Lionhunter, Plan Group Financial, with shared positions in $IAU, $NEE, $AXP, $HON, $HONA, $KMI. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$NEE$AXP$HON$HONA
$227M
73 positions
#2Lionhunter Capital Management, LLCPassive
Some overlap · 6 shared positions
$NEE$AXP$HON$HONA$KMI$BA
$222M
109 positions
#3Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$OUNZ$IAU$NOTV
$486M
249 positions
#4Spectrum Planning & Advisory Services Inc.Active
Some overlap · 4 shared positions
$OUNZ$IAU$AXP$BA
$223M
120 positions
#5Vision Capital Management, Inc.Active
Some overlap · 4 shared positions
$IAU$NEE$HON$HONA
$876M
156 positions
#6Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$IAU$NEE$HON$HONA
$129M
94 positions
#7DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$OUNZ$NEE$HONA
$1.0B
1,347 positions
#8Morton Capital Management LLC/CASmart money
Some overlap · 4 shared positions
$OUNZ$IAU$KMI$HON
$731M
160 positions
#9Three Cord True Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$OUNZ$IAU$BA
$210M
43 positions
#10Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$OUNZ$HON$HONA$KMI
$181M
90 positions
#11Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$BTI$KMI
$345M
111 positions
#12Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$OUNZ$NEE$HON
$146M
59 positions
#13WESPAC Advisors, LLCPassive
Some overlap · 3 shared positions
$OUNZ$IAU$BTI
$205M
200 positions
#14HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$NEE$AXP$HON$HONA
$321M
107 positions
#15Bigelow Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$NEE$AXP
$276M
157 positions
#16Hamilton Point Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$NEE$AXP
$710M
193 positions
#17Stonebridge Financial Group, LLCPassive
Slight overlap · 3 shared positions
$IAU$NEE$AXP
$1.3B
275 positions
#18Alhambra Investment Partners LLCPassive
Slight overlap · 3 shared positions
$IAU$NEE$AXP
$229M
182 positions
#19Narwhal Capital ManagementActive
Slight overlap · 3 shared positions
$IAU$NEE$AXP
$1.4B
157 positions
#20Tandem Investment Partners LLCPassive
Slight overlap · 4 shared positions
$NEE$AXP$HON$HONA
$130M
76 positions
#21WISCONSIN CAPITAL MANAGEMENT LLCActive
Slight overlap · 5 shared positions
$AXP$HON$HONA$KMI$IAU
$211M
47 positions
#22MFA WEALTH ADVISORS, LLCActive
Slight overlap · 4 shared positions
$IAU$AXP$BA$NEE
$587M
99 positions
#23BFSG, LLCPassive
Slight overlap · 3 shared positions
$IAU$NEE$AXP
$1.1B
768 positions
#24LYNCH & ASSOCIATES/INPassive
Slight overlap · 4 shared positions
$NEE$HON$HONA$BA
$573M
129 positions
#25Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$IAU$NEE$OUNZ
$474M
110 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.