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Hedge Funds Similar to Moment Partners,

13F Portfolio OverlapQ1 2026Moment Partners, portfolio →
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Most similar hedge funds by 13F overlap

Moment Partners, LLC is an institutional investor managing $561M across 113 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 Moment Partners, are Divergent Planning,, MACROVIEW INVESTMENT, ARVEST INVESTMENTS,, with shared positions in $JHG, $MS, $MAR, $MDY, $AXP, $IAU. The full ranking of 25 similar funds is below.

#1Divergent Planning, LLC
Some overlap · 4 shared positions
$JHG$MS$MAR$MDY
$392M
36 positions
#2MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$JHG$MS$AXP$IAU
$144M
99 positions
#3ARVEST INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$JHG$FND$MDY
$733M
199 positions
#4Advisory Resource GroupPassive
Some overlap · 4 shared positions
$JHG$MS$PSX$GD
$581M
172 positions
#5Cadent Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$AXP$MAR$IAU
$386M
187 positions
#6HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 4 shared positions
$JHG$AXP$MAR$IAU
$392M
1,298 positions
#7Crumly & Associates Inc.Passive
Some overlap · 3 shared positions
$JHG$MS$AXP
$476M
200 positions
#8Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$JHG$MS$MAR
$144M
387 positions
#9PFS Partners, LLCActive
Some overlap · 3 shared positions
$JHG$MS$MAR
$218M
590 positions
#10Petix & Botte CoPassive
Some overlap · 3 shared positions
$JHG$FND$MDY
$449M
137 positions
#11New England Private Wealth Advisors LLCActive
Some overlap · 4 shared positions
$JHG$MAR$MDY$IAU
$866M
194 positions
#12Merkkuri Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$MS$MAR
$151M
399 positions
#13Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$JHG$MS$PSX
$136M
48 positions
#14Dynamic Financial GroupActive
Some overlap · 3 shared positions
$JHG$MS$IAU
$122M
69 positions
#15E6 Portfolios, LLCActive
Some overlap · 3 shared positions
$JHG$MS$ADP
$96M
58 positions
#16NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$JHG$MS$IAU
$777M
112 positions
#17CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$JHG$MAR$MS
$648M
134 positions
#18BNB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$MAR$PSX
$156M
90 positions
#19ALLIANZ SEActive
Some overlap · 3 shared positions
$JHG$AXP$IAU
$9.0B
473 positions
#20Modern Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$AXP$IAU
$5.8B
877 positions
#21Banco BTG Pactual S.A.Passive
Some overlap · 3 shared positions
$JHG$MAR$IAU
$1.1B
185 positions
#22Sage Mountain Advisors LLCActive
Some overlap · 3 shared positions
$JHG$MAR$IAU
$1.4B
281 positions
#23IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$JHG$MAR$IAU
$96M
72 positions
#24Insight Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$JHG$AXP$MCK
$896M
177 positions
#25Northwest Financial AdvisorsPassive
Some overlap · 3 shared positions
$JHG$MAR$GD
$52M
66 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.