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Hedge Funds Similar to MOLLER WEALTH PARTNERS

13F Portfolio OverlapQ3 2026MOLLER WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

MOLLER WEALTH PARTNERS is an institutional investor managing $545M across 68 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MOLLER WEALTH PARTNERS are Windle Wealth, FOLGER NOLAN FLEMING DOUGLAS, KANAWHA, with shared positions in $MCD, $ITW, $TROW, $PEP, $MMM, $ABT. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive
Some overlap · 5 shared positions
$MCD$ITW$TROW$PEP$MMM
$249M
35 positions
#2FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$MCD$ITW$TROW$ABT$PEP
$1.2B
181 positions
#3KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MCD$ITW$ABT$PEP$MMM
$1.6B
228 positions
#4Hardworking Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$ITW$PEP$MMM$SJM
$121M
84 positions
#5Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$MCD$TROW$ITW$PEP
$265M
100 positions
#6HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$363M
92 positions
#7DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$275M
99 positions
#8Smart Portfolios, LLC
Some overlap · 4 shared positions
$MCD$MUFG$ABT$PEP
$100M
99 positions
#9Affiance Financial, LLCSmart money
Some overlap · 4 shared positions
$MCD$MUFG$NU$MMM
$701M
111 positions
#10InvesTrustPassive
Some overlap · 4 shared positions
$MCD$ITW$PEP$MMM
$247M
91 positions
#11LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$273M
104 positions
#12Somerset Trust CoPassive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$354M
186 positions
#13LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$MCD$ITW$ABT$MMM
$699M
128 positions
#14UNITED BANKActive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$853M
130 positions
#15RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$794M
188 positions
#16Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$637M
146 positions
#17SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 4 shared positions
$MCD$ITW$PEP$ABT
$643M
215 positions
#18Borer Denton & Associates, Inc.Passive
Some overlap · 4 shared positions
$MCD$ITW$ABT$PEP
$305M
74 positions
#19MOKAN Wealth Management Inc.Passive
Some overlap · 4 shared positions
$MCD$ITW$TROW$PEP
$262M
95 positions
#20DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$MCD$ITW$ABT
$1.8B
269 positions
#21PIONEER TRUST BANK N A/ORPassive
Some overlap · 4 shared positions
$ITW$MCD$ABT$PEP
$441M
87 positions
#22Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$MCD$ABT$PEP$MMM
$277M
87 positions
#23COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MCD$ITW$PEP
$166M
90 positions
#24SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 3 shared positions
$MCD$ITW$PEP
$2.0B
194 positions
#25BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$ABT$PEP$MMM
$138M
208 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.