What hedge funds are most similar to MOSELEY INVESTMENT MANAGEMENT INC?

The funds with the most similar 13F portfolios to MOSELEY INVESTMENT MANAGEMENT INC are M3 Wealth ,, StrongBox Wealth,, Argo Wealth Advisory,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MOSELEY INVESTMENT

13F Portfolio OverlapQ1 2026MOSELEY INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

MOSELEY INVESTMENT MANAGEMENT INC is an institutional investor managing $314M across 163 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 MOSELEY INVESTMENT are M3 Wealth ,, StrongBox Wealth,, Argo Wealth Advisory,, with shared positions in $HUM, $ETN, $NEE, $LMT, $VLO, $GEV. The full ranking of 25 similar funds is below.

#1M3 Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $ETN $NEE $LMT $VLO $GEV

$130M

35 positions

#2StrongBox Wealth, LLCPassive

Notable overlap · 6 shared positions

$ETN $HUM $NEE $AMGN $KKR $PLTR

$313M

95 positions

#3Argo Wealth Advisory, LLCActive

Notable overlap · 6 shared positions

$HUM $NEE $LMT $AMGN $HON $MAR

$170M

48 positions

#4KDT Advisors, LLCPassive

Some overlap · 6 shared positions

$HUM $GEV $KKR $PLTR $HON $NEE

$63M

69 positions

#5Joseph Group Capital ManagementPassive

Some overlap · 5 shared positions

$ETN $FITB $AMGN $HUM $KKR

$400M

379 positions

#6STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$HUM $NEE $AMGN $HON $DOV

$547M

180 positions

#7B & T Capital Management DBA Alpha Capital ManagementActive

Some overlap · 7 shared positions

$NEE $LMT $PLTR $AMGN $KKR $HON

$690M

115 positions

#8OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$NEE $LMT $PLTR $ETN $AMGN $MAR

$311M

318 positions

#9Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$HUM $NEE $HON $AMGN $MAR $DOV

$151M

114 positions

#10Equity Wealth Partners, LLCActive

Some overlap · 8 shared positions

$HUM $PLTR $HON $KKR $AXON $MELI

$155M

76 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$HUM $NEE $LMT $MAR

$354M

66 positions

#12Approach Retirement Advisors, LLCActive

Some overlap · 6 shared positions

$HUM $NEE $KKR $AMD $DOV $DUK

$120M

79 positions

#13HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$HUM $PLTR $KKR $AMD $DOV $MAR

$238M

142 positions

#14Orion Capital Management LLCPassive

Some overlap · 5 shared positions

$HUM $PLTR $KKR $ETN $AMD

$290M

485 positions

#15WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive

Some overlap · 6 shared positions

$HUM $AMGN $KKR $PLTR $NEE $DOV

$355M

156 positions

#16Financial Planning Hawaii, Inc.Passive

Some overlap · 4 shared positions

$HUM $LMT $AMGN $KKR

$170M

123 positions

#17Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $LMT $AMGN $KKR

$194M

54 positions

#18Eliot Finkel Investment Counsel, LLCActive

Some overlap · 4 shared positions

$ETN $LMT $AMGN $DUK

$184M

32 positions

#19CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$NEE $PLTR $GEV $AMGN $HON $DUK

$1.3B

118 positions

#20FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$NEE $ETN $LMT $AMGN $HON

$5.0B

201 positions

#21DB&C Advisors, LLCPassive

Some overlap · 6 shared positions

$ETN $PLTR $FITB $HUM $AMGN $DUK

$77M

67 positions

#22Summit Financial Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$FITB $ETN $LMT $VLO

$705M

193 positions

#23W ADVISORS, LLCPassive

Some overlap · 5 shared positions

$HUM $LMT $KKR $MAR $NEE

$195M

141 positions

#24WIMMER ASSOCIATES 1, LLCPassive

Some overlap · 4 shared positions

$HUM $LMT $AMGN $KKR

$205M

110 positions

#25ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 6 shared positions

$NEE $LMT $VLO $MAR $EPD $DUK

$148M

106 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.