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Hedge Funds Similar to Momentous Wealth

13F Portfolio OverlapQ3 2026Momentous Wealth portfolio →
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Most similar hedge funds by 13F overlap

Momentous Wealth Management, Inc. is an institutional investor managing $206M across 50 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 Momentous Wealth are Orion Investment, Michael Brady, HENDLEY, with shared positions in $PH, $GD, $ASML, $TJX, $HWM, $GLW. The full ranking of 25 similar funds is below.

#1Orion Investment CoActive
Some overlap · 3 shared positions
$PH$GD$ASML
$343M
73 positions
#2Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$PH$GD$TJX
$110M
55 positions
#3HENDLEY & CO INCActive
Some overlap · 3 shared positions
$PH$TJX$HWM
$283M
47 positions
#4RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$PH$GLW$TJX
$1.1B
90 positions
#5Sanibel Captiva Trust Company, Inc.Active
Some overlap · 5 shared positions
$GLW$ASML$GD$TJX$PH
$4.0B
461 positions
#6FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$GD$TJX$HWM$ASML
$1.7B
208 positions
#7BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$PH$GLW$ASML
$4.1B
151 positions
#8PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$GD$TJX$ASML
$837M
90 positions
#9Corient IA LLCPassive
Some overlap · 4 shared positions
$HWM$ASML$PH$GLW
$108M
249 positions
#10LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$PH$TJX$ASML
$10.8B
564 positions
#11JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 4 shared positions
$GLW$TJX$HWM$ASML
$667M
144 positions
#12Insight Inv LLCPassive
Some overlap · 3 shared positions
$GD$GLW$TJX
$210M
108 positions
#13SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PH$GD$ASML
$254M
141 positions
#14TABR Capital Management, LLCActive
Some overlap · 3 shared positions
$PH$GLW$HWM
$136M
59 positions
#15Longbow Finance SAPassive
Some overlap · 3 shared positions
$PH$TJX$HWM
$782M
59 positions
#16LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$GLW$HWM$ASML$PH
$320M
82 positions
#17Sandro Wealth Management LLCPassive
Some overlap · 3 shared positions
$PH$TJX$ASML
$138M
103 positions
#18ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$GD$TJX$ASML
$2.0B
91 positions
#19Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$ASML$HWM$PH
$334M
81 positions
#20Segment Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PH$ASML$TJX
$1.9B
315 positions
#21CONGRESS ASSET MANAGEMENT CO /MAPassive
Some overlap · 4 shared positions
$ASML$HWM$PH$TJX
$15.4B
406 positions
#22Miller Capital Partners, Inc.Active
Some overlap · 3 shared positions
$PH$ASML$TJX
$257M
258 positions
#23HM PAYSON & COActive
Some overlap · 4 shared positions
$TJX$ASML$PH$GD
$7.5B
1,139 positions
#24Sand Hill Global Advisors, LLCActive
Some overlap · 3 shared positions
$PH$TJX$ASML
$3.3B
214 positions
#25FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$GLW$TJX$ASML
$118M
56 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.