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Hedge Funds Similar to MONTAG A & ASSOCIATES

13F Portfolio OverlapQ1 2026MONTAG A & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

MONTAG A & ASSOCIATES INC is an institutional investor managing $2.2B across 940 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 MONTAG A & ASSOCIATES are ARBOR WEALTH ADVISORS,, Alexis Investment Partners,, HANOVER ADVISORS, with shared positions in $MDY, $AMAT, $TJX, $COP, $KO, $SYK. The full ranking of 25 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 7 shared positions
$MDY$AMAT$TJX$COP$KO$SYK
$228M
90 positions
#2Alexis Investment Partners, LLCActive
Some overlap · 5 shared positions
$MDY$HUM$AMAT$MAR$TJX
$145M
35 positions
#3HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$MDY$HUM$MAR$KO
$246M
118 positions
#4Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$HUM$MAR$TJX
$118M
73 positions
#5Conservest Capital Advisors, Inc.Active
Some overlap · 6 shared positions
$MDY$UPST$COP$MS$HUM$MAR
$1.1B
127 positions
#6Tandem Wealth Advisors LLCActive
Some overlap · 6 shared positions
$MDY$MAR$COP$MS$TJX$PH
$224M
47 positions
#7CWS Financial Advisors, LLCActive
Some overlap · 8 shared positions
$HUM$UPST$MDY$MAR$COP$SYK
$390M
157 positions
#8SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$MDY$HUM$MS$MAR
$1.4B
558 positions
#9DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$KO$AMAT$ADI$TJX$PH$AME
$879M
101 positions
#10Hummer Financial Advisory Services IncActive
Some overlap · 4 shared positions
$MDY$UPST$PH$ABT
$141M
129 positions
#11Covea FinanceActive
Some overlap · 7 shared positions
$KO$AMAT$ADI$MAR$TJX$PH
$2.9B
146 positions
#12BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 7 shared positions
$HUM$AMAT$ADI$TJX$COP$SYK
$2.4B
787 positions
#13Ascent Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$AMAT$SYK$ABT
$860M
188 positions
#14Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MDY$KO$HUM$TJX
$299M
142 positions
#15Curbstone Financial Management CorpPassive
Some overlap · 4 shared positions
$MDY$TJX$KO$ABT
$523M
202 positions
#16Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$MDY$UPST$COP
$114M
84 positions
#17Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$KO$HUM$TJX$SYK$ABT$MS
$446M
104 positions
#18Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$MAR$HUM$ABT
$148M
83 positions
#19Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$UPST$ADI
$938M
146 positions
#20SouthState Bank CorpPassive
Some overlap · 6 shared positions
$HUM$KO$TJX$PH$COP$MS
$2.1B
1,278 positions
#21Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$HUM$MAR
$127M
62 positions
#22TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 5 shared positions
$MDY$UPST$PH$COP$KO
$1.6B
271 positions
#23ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$HUM$UPST$ADI$MAR$KO$COP
$153M
46 positions
#24Alpha Wealth Funds, LLCActive
Some overlap · 3 shared positions
$MDY$AMAT$ABT
$149M
41 positions
#25Marion Wealth ManagementPassive
Some overlap · 6 shared positions
$UPST$ADI$MAR$TJX$COP$KO
$451M
146 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.