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 MOKAN Wealth

13F Portfolio OverlapQ1 2026MOKAN Wealth portfolio →

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Most similar hedge funds by 13F overlap

MOKAN Wealth Management Inc. is an institutional investor managing $226M across 109 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 MOKAN Wealth are Oak Harvest Investment Services, American Money ,, Cornerstone Financial, with shared positions in $UPST, $HUM, $MCD, $DE, $COP, $KKR. The full ranking of 25 similar funds is below.

#1Oak Harvest Investment ServicesPassive

Notable overlap · 7 shared positions

$UPST $HUM $MCD $DE $COP $KKR

$958M

176 positions

#2American Money Management, LLCActive

Notable overlap · 4 shared positions

$UPST $COP $MCD $GE

$632M

168 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$UPST $COP $HUM $KKR

$109M

1,311 positions

#4Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$UPST $COP $HUM $KKR

$228M

60 positions

#5Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$UPST $COP $KKR $MCD $HUM

$453M

103 positions

#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$UPST $COP $HUM $MCD

$350M

95 positions

#7MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$UPST $LRCX $COP $SNA $CME $GE

$295M

82 positions

#8TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Notable overlap · 3 shared positions

$UPST $COP $KKR

$1.6B

271 positions

#9Level Financial AdvisorsActive

Notable overlap · 5 shared positions

$UPST $COP $LRCX $HUM $GE

$392M

92 positions

#10Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$UPST $COP $LRCX $GE

$2.1B

152 positions

#11Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$UPST $COP $HUM $MCD

$176M

177 positions

#12AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $COP $ACN

$445M

77 positions

#13ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $GE $COP

$153M

46 positions

#14Cravens & Co Advisors, LLCActive

Notable overlap · 4 shared positions

$UPST $GE $EOG $ABT

$154M

64 positions

#15Calder Financial LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $KKR $MU

$101M

40 positions

#16Concord Asset Management, LLC/VAActive

Notable overlap · 4 shared positions

$UPST $COP $AMAT $LRCX

$592M

117 positions

#17VOISARD ASSET MANAGEMENT GROUP, INC.Active

Notable overlap · 7 shared positions

$UPST $GE $MU $COP $LRCX $MCD

$469M

104 positions

#18Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $KKR

$1.1B

844 positions

#19Alta Advisers LtdActive

Notable overlap · 6 shared positions

$UPST $MU $AMD $GE $AMAT $LRCX

$276M

206 positions

#20GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 3 shared positions

$UPST $COP $KKR

$576M

171 positions

#21Wealth Dimensions Group, Ltd.Active

Notable overlap · 5 shared positions

$UPST $KKR $GE $MCD $HUM

$508M

170 positions

#22Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$UPST $AMD $COP $MU

$126M

67 positions

#23Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $AMD

$246M

75 positions

#24Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $AMD

$333M

198 positions

#25MUIRFIELD WEALTH ADVISORS LLCPassive

Notable overlap · 4 shared positions

$UPST $HUM $COP $AMAT

$136M

80 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.