13F Pro

Hedge Funds Similar to MAIMON WEALTH LTD.

13F Portfolio OverlapQ2 2026MAIMON WEALTH LTD. portfolio →
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Most similar hedge funds by 13F overlap

MAIMON WEALTH MANAGEMENT LTD. is an institutional investor managing $130M across 80 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MAIMON WEALTH LTD. are CWS Financial Advisors, Skyline Advisors, First Western Bank, with shared positions in $SYK, $MCD, $PM, $MO, $IAU, $DE. The full ranking of 25 similar funds is below.

#1CWS Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$SYK$MCD$PM$MO
$454M
171 positions
#2Skyline Advisors, Inc.Active
Notable overlap · 5 shared positions
$IAU$DE$PM$MO$EMR
$319M
123 positions
#3First Western Trust BankSmart money
Notable overlap · 3 shared positions
$SYK$MCD$EMR
$2.1B
215 positions
#4Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$IAU$PM$DOV$MO
$1.2B
127 positions
#5TruNorth Capital Management, LLCSmart money
Notable overlap · 4 shared positions
$SYK$MCD$IAU$DOV
$641M
123 positions
#6Zhang Financial LLCActive
Notable overlap · 3 shared positions
$IAU$SYK$DOV
$3.4B
392 positions
#7Forthright Family Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$177M
57 positions
#8Holland Advisory Services, Inc.Active
Notable overlap · 7 shared positions
$PM$MO$DELL$MDLZ$MCD$MMM
$96M
50 positions
#9SIMA Wealth Partners, LLCActive
Notable overlap · 6 shared positions
$PM$EMR$MO$SYK$MCD$MMM
$143M
138 positions
#10Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$248M
77 positions
#11Storen Legacy Partners, LLCActive
Notable overlap · 5 shared positions
$IAU$PM$MO$MDLZ$MMM
$367M
116 positions
#12CINCINNATI FINANCIAL CORPActive
Notable overlap · 6 shared positions
$PM$DOV$MDLZ$MCD$APD$MMM
$5.2B
56 positions
#13Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MO
$469M
82 positions
#14WORMSER FRERES GESTIONActive
Notable overlap · 3 shared positions
$SYK$EMR$IAU
$181M
71 positions
#15PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$IAU$DOV$DE
$2.8B
186 positions
#16Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$IAU$SYK$MCD
$309M
142 positions
#17Evelyn Partners Asset Management Ltd
Notable overlap · 5 shared positions
$SYK$DOV$IAU$MCD$MDLZ
$406M
308 positions
#18Ardent Capital Management, Inc.Smart money
Notable overlap · 4 shared positions
$SYK$PM$MO$MCD
$237M
32 positions
#19TENET WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$DE$PM$MO
$142M
107 positions
#20TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$DELL
$983M
170 positions
#21NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$IAU$DOV$MMM$MCD
$283M
75 positions
#22Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$IAU$DOV$PM
$637M
125 positions
#23Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$PM$DOV$DE$MDLZ
$1.1B
109 positions
#24BONNESS ENTERPRISES INCSmart money
Notable overlap · 3 shared positions
$SYK$EMR$T
$307M
39 positions
#25Shah Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$IAU$DOV$PM$MO$T
$433M
79 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.