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Hedge Funds Similar to Moment Partners

13F Portfolio OverlapQ2 2026Moment Partners portfolio →
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Most similar hedge funds by 13F overlap

Moment Partners, LLC is an institutional investor managing $555M across 101 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 Moment Partners are Somerset, Aster (DIFC) Ltd, Hurlow Wealth Group, with shared positions in $MS, $ADI, $PSX, $ADP, $GD, $ITW. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive
Slight overlap · 11 shared positions
$MS$ADI$PSX$ADP$GD$ITW
$354M
186 positions
#2Aster Capital Management (DIFC) LtdPassive
Slight overlap · 6 shared positions
$MS$MDY$GD$AFL$PEP$LOW
$470M
808 positions
#3Hurlow Wealth Management Group, Inc.Active
Slight overlap · 6 shared positions
$MS$ADI$GD$ITW$LHX$AFL
$481M
125 positions
#4Bull Street Advisors, LLCPassive
Slight overlap · 5 shared positions
$MS$AXP$PSX$ADP$PEP
$219M
95 positions
#5Clifford Group, LLCSmart money
Slight overlap · 5 shared positions
$MS$AXP$PSX$ADP$PEP
$145M
86 positions
#6Northwest Quadrant Wealth Management, LLCSmart money
Slight overlap · 5 shared positions
$MS$AXP$PSX$ADP$PEP
$540M
77 positions
#7Insight Inv LLCPassive
Slight overlap · 5 shared positions
$MS$AXP$GD$PEP$LOW
$212M
109 positions
#8Richwood Investment Advisors, LLCActive
Slight overlap · 5 shared positions
$MS$AXP$GD$PEP$LOW
$142M
106 positions
#9Pinnacle Wealth Management Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$MS$AXP$MDY$ITW
$1.7B
572 positions
#10Focused Investors LLCActive
Slight overlap · 5 shared positions
$MS$AXP$LHX$PEP$LOW
$3.0B
23 positions
#11Fiduciary Wealth Partners, LLCSmart money
Slight overlap · 5 shared positions
$MS$MDY$GD$PAYX$PEP
$182M
69 positions
#12Bradyco, Inc.Active
Slight overlap · 5 shared positions
$MS$AXP$PAYX$PEP$LOW
$87M
33 positions
#13PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Slight overlap · 7 shared positions
$AXP$ADI$PSX$ADP$ITW$LHX
$844M
219 positions
#14BRADY FAMILY WEALTH, LLCPassive
Slight overlap · 8 shared positions
$ADI$PSX$ADP$GD$ITW$AFL
$346M
113 positions
#15WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Slight overlap · 8 shared positions
$ADI$PSX$ADP$GD$ITW$AFL
$390M
103 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 5 shared positions
$MS$MDY$ADP$PEP$LOW
$1.2B
106 positions
#17KMG FIDUCIARY PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$MS$AXP$MDY$LOW
$1.1B
207 positions
#18Stonebridge Financial Group, LLCPassive
Slight overlap · 7 shared positions
$AXP$ADI$GD$LHX$AFL$PAYX
$1.3B
275 positions
#19Coastline Trust CoActive
Slight overlap · 4 shared positions
$MS$AXP$MDY$AFL
$1.1B
406 positions
#20JGP Wealth Management, LLCActive
Slight overlap · 8 shared positions
$ADI$ADP$ITW$LHX$AFL$PAYX
$1.1B
231 positions
#21Dempze Nancy EPassive
Slight overlap · 4 shared positions
$MS$AXP$ADI$ADP
$209M
91 positions
#22Covenant Asset Management, LLCPassive
Slight overlap · 4 shared positions
$MS$AXP$ADI$ADP
$595M
164 positions
#23TIAA TRUST, NATIONAL ASSOCIATIONActive
Slight overlap · 6 shared positions
$AXP$MDY$ADP$ITW$PEP$LOW
$1.7B
347 positions
#24Cambridge Advisors Inc.Active
Slight overlap · 6 shared positions
$AXP$MDY$ADP$ITW$PEP$LOW
$582M
183 positions
#25GHE, LLCSmart money
Slight overlap · 6 shared positions
$AXP$MDY$ADP$PAYX$PEP$LOW
$265M
57 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.