What hedge funds are most similar to MontVue Capital Management, Inc.?

The funds with the most similar 13F portfolios to MontVue Capital Management, Inc. are Standpoint Asset ,, Magnolia Wealth ,, Kastel Advisors,, based on overlapping conviction holdings in the latest SEC filings.

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 MontVue ,

13F Portfolio OverlapQ1 2026MontVue , portfolio →

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Most similar hedge funds by 13F overlap

MontVue Capital Management, Inc. is an institutional investor managing $147M across 67 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 MontVue , are Standpoint Asset ,, Magnolia Wealth ,, Kastel Advisors,, with shared positions in $DHR, $BRZE, $MKL, $MAR, $SCHW, $DOV. The full ranking of 25 similar funds is below.

#1Standpoint Asset Management, LLCActive

Substantial overlap · 3 shared positions

$DHR $BRZE $MKL

$412M

8 positions

#2Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DHR $MAR $SCHW

$172M

212 positions

#3Kastel Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $DOV

$163M

55 positions

#4YOUNGS ADVISORY GROUP, INC.Active

Notable overlap · 3 shared positions

$DHR $MDY $BRZE

$281M

66 positions

#5WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$BRZE $DHR $MKL $SCHW

$243M

977 positions

#6Capstone Financial Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $DHR $MDY $DOV

$1.9B

187 positions

#7FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $DHR $MKL $DOV $BAC $MAR

$133M

121 positions

#8White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $MAR $DHR $SCHW $MKL

$721M

145 positions

#9Astoria Strategic Wealth, Inc.Smart money

Notable overlap · 3 shared positions

$DHR $MKL $DOV

$394M

37 positions

#10Hardy Reed LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $SCHW

$1.4B

243 positions

#11TRUE Private Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$DHR $MAR $DJP $VZ

$1.0B

266 positions

#12CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $DHR $SCHW $MKL $BAC

$324M

77 positions

#13Compass Ion Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $MKL $MAR $SCHW $DOV

$1.0B

279 positions

#14Downshift Financial, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $MAR $SCHW

$193M

77 positions

#15Manuka Financial, LLCActive

Notable overlap · 6 shared positions

$BRZE $DHR $MKL $DOV $COF $SCHW

$162M

56 positions

#16Charter Oak Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $MKL $DOV

$1.3B

208 positions

#17Schubert & CoActive

Notable overlap · 3 shared positions

$DHR $COF $GE

$123M

69 positions

#18PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $MKL $SCHW

$1.4B

283 positions

#19Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$DHR $MAR $BAC

$66M

55 positions

#20GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$BRZE $DHR $MKL $MAR

$128M

42 positions

#21Waldron Private Wealth LLCActive

Notable overlap · 4 shared positions

$DHR $MDY $DOV $MAR

$2.6B

342 positions

#22Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$BRZE $DHR $MKL $DOV $GE

$1.1B

121 positions

#23Mill Creek Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DHR $BRZE $MDY

$4.9B

260 positions

#24Tandem Investment Partners LLCPassive

Notable overlap · 6 shared positions

$BRZE $MAR $MDY $DHR $VZ $TJX

$118M

73 positions

#25Orcam Financial GroupSmart money

Notable overlap · 4 shared positions

$BRZE $MAR $MKL $DOV

$141M

62 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.