What hedge funds are most similar to Modera Wealth Management, LLC?

The funds with the most similar 13F portfolios to Modera Wealth Management, LLC are First Long Island Investors, Somerset, JGP Wealth, 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 Modera Wealth

13F Portfolio OverlapQ2 2026Modera Wealth portfolio →

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Most similar hedge funds by 13F overlap

Modera Wealth Management, LLC is an institutional investor managing $9.4B across 650 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 Modera Wealth are First Long Island Investors, Somerset, JGP Wealth, with shared positions in $WSM, $LOW, $BLK, $AMGN, $PEP, $ADP. The full ranking of 25 similar funds is below.

#1First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$WSM $LOW $BLK $AMGN $PEP $ADP

$1.4B

73 positions

#2Somerset Trust CoPassive

Some overlap · 6 shared positions

$LOW $AMGN $BLK $EMR $PEP $ADP

$354M

186 positions

#3JGP Wealth Management, LLCActive

Some overlap · 6 shared positions

$WSM $LOW $PNC $AMGN $ADP $PEP

$1.1B

242 positions

#4BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$LOW $BLK $AMGN $PEP $ADP

$346M

113 positions

#5MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 7 shared positions

$LOW $PNC $AMGN $PEP $ADP $LMT

$1.2B

100 positions

#6Insight Inv LLCPassive

Some overlap · 6 shared positions

$WSM $PNC $AMGN $EMR $LOW $PEP

$210M

108 positions

#7FourThought Financial Partners, LLCPassive

Some overlap · 8 shared positions

$LOW $AMGN $BLK $PNC $ASML $PEP

$1.3B

393 positions

#8MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 7 shared positions

$LOW $EMR $AMGN $PEP $ADP $PNC

$273M

250 positions

#9Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$PNC $AMGN $LOW $EMR $PEP $ADP

$108M

52 positions

#10COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$PNC $BLK $AMGN $EMR $PEP $LOW

$427M

162 positions

#11Biondo Investment Advisors, LLCActive

Some overlap · 6 shared positions

$LOW $AMGN $EMR $ASML $ADP $LMT

$817M

89 positions

#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$BLK $AMGN $EMR $PEP $TGT $LOW

$203M

58 positions

#13BKM Wealth Management, LLCPassive

Some overlap · 5 shared positions

$BLK $AMGN $LOW $EMR $ASML

$309M

154 positions

#14Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$BLK $PNC $AMGN $PEP $LMT $TGT

$181M

81 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$LOW $BLK $AMGN $LMT

$529M

75 positions

#16CONNING INC.Passive

Some overlap · 6 shared positions

$PNC $AMGN $BLK $ADP $OMC $LMT

$3.3B

327 positions

#17Granite Group Advisors, LLCActive

Some overlap · 7 shared positions

$PNC $AMGN $PEP $ADP $LMT $TGT

$158M

78 positions

#18Financial & Tax Architects, LLCPassive

Some overlap · 6 shared positions

$LOW $EMR $ASML $PEP $ADP $DOV

$486M

109 positions

#19Aristotle Capital Management, LLCActive

Some overlap · 4 shared positions

$WSM $LOW $PNC $AMGN

$47.7B

212 positions

#20Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$LOW $AMGN $PEP $ADP $LMT

$181M

50 positions

#21SlateStone Wealth, LLCPassive

Some overlap · 6 shared positions

$AMGN $BLK $ASML $PEP $ADP $LMT

$1.3B

296 positions

#22Glassy Mountain Advisors, Inc.Passive

Some overlap · 3 shared positions

$LOW $BLK $WSM

$366M

76 positions

#23Kesler, Norman & Wride, LLCPassive

Some overlap · 5 shared positions

$BLK $AMGN $EMR $LOW $LMT

$631M

271 positions

#24Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $LOW $DOV $EMR $PEP $NVO

$170M

121 positions

#25TRUST CO OF VIRGINIA /VAPassive

Some overlap · 5 shared positions

$BLK $AMGN $PEP $ADP $LOW

$1.3B

220 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.