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Hedge Funds Similar to Mokosak Advisory Group

13F Portfolio OverlapQ2 2026Mokosak Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Mokosak Advisory Group, LLC is an institutional investor managing $462M across 38 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 Mokosak Advisory Group are DMKC Advisory Services, Legacy Financial Group, FSB PREMIER WEALTH, with shared positions in $DE, $PFG, $WFC, $CASY, $KDP, $SHW. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive
Notable overlap · 3 shared positions
$DE$PFG$WFC
$530M
92 positions
#2Legacy Financial Group LLCActive
Notable overlap · 5 shared positions
$CASY$DE$WFC$PFG$KDP
$888M
133 positions
#3FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DE$WFC$CASY
$355M
257 positions
#4Clarity Asset Management, Inc.Active
Some overlap · 3 shared positions
$CASY$PFG$DE
$204M
66 positions
#5Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$DE$SHW$WFC
$1.3B
62 positions
#6Foster Group, Inc.Active
Some overlap · 4 shared positions
$DE$CASY$WFC$PFG
$3.8B
318 positions
#7NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CASY$DE$WFC
$758M
265 positions
#8Canoe Financial LPActive
Some overlap · 3 shared positions
$DE$WFC$SHW
$8.1B
110 positions
#9Jacksonville Wealth Management, LLCActive
Some overlap · 3 shared positions
$DE$ISRG$WFC
$177M
76 positions
#10Compass Financial Services IncActive
Some overlap · 3 shared positions
$CASY$DE$WFC
$268M
57 positions
#11WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$ISRG$SHW$DE
$1.2B
72 positions
#12OFS Enterprise LLCActive
Some overlap · 3 shared positions
$WFC$DE$PFG
$392M
106 positions
#13Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$SHW$DE$WFC
$236M
121 positions
#14Iyo Bank, Ltd.Active
Some overlap · 3 shared positions
$DE$SHW$ISRG
$329M
32 positions
#15Fire Capital Management LLCPassive
Some overlap · 3 shared positions
$DE$CASY$ISRG
$246M
122 positions
#16BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$CASY$ISRG$WFC
$8.2B
401 positions
#17Synergy Financial Management, LLCPassive
Some overlap · 3 shared positions
$DE$WFC$ISRG
$1.1B
274 positions
#18Myriad Asset Management US LPActive
Some overlap · 3 shared positions
$DE$ISRG$WFC
$72M
52 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DE$SHW$ISRG
$760M
229 positions
#20Bath Savings Trust CoActive
Slight overlap · 3 shared positions
$SHW$CASY$ISRG
$965M
177 positions
#21MAIRS & POWER INCActive
Slight overlap · 3 shared positions
$SHW$CASY$WFC
$10.9B
254 positions
#22CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$ISRG$SHW$DE
$705M
185 positions
#23Aspen Capital Management, LLCActive
Slight overlap · 3 shared positions
$CASY$ISRG$DE
$453M
83 positions
#24Entropy Technologies, LPPassive
Slight overlap · 3 shared positions
$SHW$WFC$ISRG
$2.5B
929 positions
#25West Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$CASY$PFG$WFC
$659M
224 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.