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Hedge Funds Similar to MOKAN Wealth

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

MOKAN Wealth Management Inc. is an institutional investor managing $262M across 95 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 MOKAN Wealth are Thrive, Brindle & Bay Financial Advisors, ABSHER WEALTH, with shared positions in $SNA, $GILD, $ITW, $PEP, $AOS, $PAYX. The full ranking of 25 similar funds is below.

#1Thrive Capital Management, LLCPassive
Some overlap · 10 shared positions
$SNA$GILD$ITW$PEP$AOS$PAYX
$530M
170 positions
#2Brindle & Bay Financial Advisors, LLCActive
Some overlap · 10 shared positions
$SNA$GILD$ITW$PEP$AOS$PAYX
$200M
86 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCD$DE$SNA$PEP
$878M
73 positions
#4COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MCD$DE$ITW$PEP
$166M
88 positions
#5SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCD$DE$PEP$KMB
$205M
55 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$MCD$DE$ITW$PEP
$214M
33 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$COP$MCD$ITW$PEP
$363M
92 positions
#8Riverview Trust CoActive
Some overlap · 6 shared positions
$DE$COP$MCD$ITW$PEP$PAYX
$84M
166 positions
#9Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$MCD$DE$ITW$PEP
$402M
116 positions
#10Advantage Trust CoActive
Some overlap · 4 shared positions
$MCD$DE$PEP$COP
$284M
197 positions
#11WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MCD$DE$COP
$317M
129 positions
#12MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$DE$GIS$MCD
$330M
108 positions
#13MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$COP$MCD$SNA$GILD$PAYX
$3.8B
152 positions
#14Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$COP$ITW$PEP$TROW
$261M
101 positions
#15Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DE$MCD$SNA$GILD$PEP
$142M
106 positions
#16Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$MCD$COP$GILD$PEP
$186M
61 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DE$MCD$PEP$AOS
$2.5B
270 positions
#18Newton One Investments LLCActive
Some overlap · 3 shared positions
$MCD$DE$PEP
$397M
146 positions
#19CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$MCD$DE$PEP
$1.1B
157 positions
#20CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$DE$MCD$PEP$PAYX
$1.6B
85 positions
#21PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$COP$MCD$PEP$KMB
$1.2B
103 positions
#22Cross Staff Investments IncPassive
Some overlap · 4 shared positions
$COP$DE$ITW$PEP
$178M
133 positions
#23SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$COP$MCD$PEP$KMB
$1.3B
97 positions
#24Volterra Technologies LPPassive
Some overlap · 5 shared positions
$MCD$GILD$PEP$PAYX$PGR
$694M
303 positions
#25Welch Group, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$DE$PAYX$KMB
$2.9B
326 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.