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Hedge Funds Similar to MONEY CONCEPTS

13F Portfolio OverlapQ1 2026MONEY CONCEPTS portfolio →
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Most similar hedge funds by 13F overlap

MONEY CONCEPTS CAPITAL CORP is an institutional investor managing $1.8B across 567 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 MONEY CONCEPTS are Stonebridge Advisors, O'ROURKE & COMPANY,, Cushing Partners,, with shared positions in $KKR, $GILD, $USB, $KO, $DUK, $GLW. The full ranking of 25 similar funds is below.

#1Stonebridge Capital Advisors LLCPassive
Some overlap · 7 shared positions
$KKR$GILD$USB$KO$DUK$GLW
$1.4B
211 positions
#2O'ROURKE & COMPANY, IncPassive
Some overlap · 6 shared positions
$KKR$AGQ$USB$KO$SHW$PFE
$253M
171 positions
#3Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$KKR$AGQ$USB$DHR$DUK$MCD
$130M
96 positions
#4Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$KKR$USB$KO$DUK$KMB$MCD
$638M
158 positions
#5RIA Advisory Group LLCPassive
Some overlap · 7 shared positions
$PSLV$AGQ$USB$KO$MCD$PLTR
$421M
145 positions
#6BEAM WEALTH ADVISORS, INC.Active
Some overlap · 7 shared positions
$PSLV$GILD$AGQ$KO$PLTR$PHYS
$402M
108 positions
#7Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$KKR$GILD$CAH$DUK$PFE
$277M
154 positions
#8Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 5 shared positions
$KKR$USB$DHR$GILD$MCD
$462M
228 positions
#9Berkeley Capital Partners, LLCActive
Some overlap · 5 shared positions
$KKR$USB$DUK$PFE$MCD
$431M
184 positions
#10Finward BancorpPassive
Some overlap · 5 shared positions
$KKR$AGQ$KO$DUK$MCD
$125M
104 positions
#11Castleview Partners, LLCPassive
Some overlap · 4 shared positions
$KKR$OUNZ$AGQ$PSLV
$195M
200 positions
#12KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$DHR$PLTR$GLW$MCD
$63M
69 positions
#13MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$PSLV$GILD$OUNZ$USB$PFE
$115M
98 positions
#14Rossby Financial, LCCPassive
Some overlap · 4 shared positions
$KKR$PSLV$PHYS$USB
$489M
2,271 positions
#15SBI Securities Co., Ltd.Passive
Some overlap · 5 shared positions
$KKR$KO$PLTR$PFE$AGQ
$3.6B
4,018 positions
#16IMC-Chicago, LLCPassive
Some overlap · 5 shared positions
$PSLV$AGQ$PHYS$USB$PLTR
$278.4B
5,950 positions
#17Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$KKR$CAH$USB$PLTR$PFE
$552M
212 positions
#18Asset One Wealth Management LLCPassive
Some overlap · 5 shared positions
$PSLV$OUNZ$PHYS$USB$MCD
$904M
336 positions
#19Essex Financial Services, Inc.Passive
Some overlap · 4 shared positions
$KKR$AGQ$PHYS$KO
$1.8B
794 positions
#20FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$GILD$USB$KO$DUK$PFE$MCD
$1.5B
235 positions
#21United Community BankPassive
Some overlap · 5 shared positions
$KKR$USB$GILD$KO$DUK
$300M
565 positions
#22Crews Bank & TrustPassive
Some overlap · 5 shared positions
$KKR$USB$GLW$MCD$DHR
$690M
673 positions
#23RDA Financial NetworkPassive
Some overlap · 4 shared positions
$KKR$OUNZ$DHR$DUK
$400M
273 positions
#24MSH Capital Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$AGQ$KO$SHW
$472M
273 positions
#25Uniting Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$AGQ$USB$KO$DUK$PLTR$KKR
$470M
205 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.