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Hedge Funds Similar to Momentous Wealth ,

13F Portfolio OverlapQ1 2026Momentous Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Momentous Wealth Management, Inc. is an institutional investor managing $175M across 41 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 Momentous Wealth , are Michael Brady & ,, RE ADVISERS, Passumpsic Savings Bank, with shared positions in $PH, $TJX, $GD, $LRCX, $HWM. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$PH$TJX$GD
$100M
54 positions
#2RE ADVISERS CORPActive
Some overlap · 3 shared positions
$PH$TJX$LRCX
$3.7B
111 positions
#3Passumpsic Savings Bank
Some overlap · 4 shared positions
$PH$TJX$HWM$LRCX
$183M
90 positions
#4Running Oak Capital LLCPassive
Some overlap · 3 shared positions
$GD$PH$TJX
$741M
55 positions
#5Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$PH$TJX$LRCX
$231M
63 positions
#6BURNEY CO/Active
Some overlap · 4 shared positions
$PH$TJX$LRCX$HWM
$3.2B
578 positions
#7Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$PH$HWM$LRCX
$208M
63 positions
#8Longbow Finance SAPassive
Some overlap · 3 shared positions
$PH$TJX$HWM
$552M
55 positions
#9Miller Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$PH$LRCX$TJX
$208M
262 positions
#10McLaughlin Asset Management, Inc.Passive
Some overlap · 3 shared positions
$TJX$HWM$LRCX
$105M
91 positions
#11JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 3 shared positions
$TJX$HWM$LRCX
$477M
129 positions
#12CONGRESS ASSET MANAGEMENT CO /MAPassive
Some overlap · 3 shared positions
$TJX$HWM$PH
$14.0B
417 positions
#13SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PH$LRCX$GD
$229M
137 positions
#14BRAUN STACEY ASSOCIATES INCActive
Some overlap · 3 shared positions
$TJX$HWM$LRCX
$3.0B
112 positions
#15FULTON BREAKEFIELD BROENNIMAN LLCActive
Some overlap · 3 shared positions
$TJX$HWM$GD
$1.5B
200 positions
#16Westerkirk Capital Inc.Active
Some overlap · 3 shared positions
$TJX$LRCX$PH
$929M
208 positions
#17SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$TJX$GD$LRCX
$1.1B
322 positions
#18DSG Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$HWM$LRCX
$625M
123 positions
#19Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$HWM$LRCX$GD$PH
$178M
70 positions
#20Covea FinanceActive
Some overlap · 3 shared positions
$TJX$HWM$PH
$2.9B
146 positions
#21HM PAYSON & COPassive
Some overlap · 3 shared positions
$TJX$LRCX$GD
$6.9B
1,124 positions
#22Strengthening Families & Communities, LLCPassive
Some overlap · 3 shared positions
$PH$LRCX$HWM
$401M
589 positions
#23NWK Group, Inc.Active
Some overlap · 3 shared positions
$HWM$LRCX$TJX
$261M
66 positions
#24XXI WEALTH, LLCPassive
Some overlap · 3 shared positions
$PH$TJX$HWM
$177M
209 positions
#25Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$LRCX$TJX$PH
$1.3B
480 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.