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Hedge Funds Similar to Momentum Wealth Planning

13F Portfolio OverlapQ2 2026Momentum Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Momentum Wealth Planning, LLC is an institutional investor managing $137M 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 Momentum Wealth Planning are Equity Wealth Partners, INTERCAPITAL, SHELTON WEALTH, with shared positions in $NXST, $MELI, $BKNG, $SHOP, $RDDT, $BABA. The full ranking of 25 similar funds is below.

#1Equity Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$NXST$MELI$BKNG$SHOP
$278M
109 positions
#2INTERCAPITAL, LLCPassive
Slight overlap · 4 shared positions
$RDDT$MELI$BABA$SHOP
$401M
121 positions
#3SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$WFC$MELI$ANET$BKNG
$255M
144 positions
#4Bluebird Wealth Management LLCPassive
Slight overlap · 3 shared positions
$RDDT$MELI$ANET
$115M
89 positions
#5Revisor Wealth Management LLCPassive
Slight overlap · 3 shared positions
$RDDT$WFC$BKNG
$416M
371 positions
#6DEEPWATER ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$RDDT$MELI$SHOP
$220M
35 positions
#7Bienville Capital Management, LLCPassive
Slight overlap · 3 shared positions
$RDDT$MELI$SHOP
$750M
95 positions
#8BAILLIE GIFFORD & COActive
Slight overlap · 3 shared positions
$RDDT$MELI$SHOP
$110.2B
273 positions
#9SWS PartnersPassive
Slight overlap · 3 shared positions
$WFC$MELI$ANET
$463M
108 positions
#10Congress Park Capital LLCPassive
Slight overlap · 3 shared positions
$WFC$MELI$ANET
$370M
134 positions
#11STABLEFORD CAPITAL II LLCPassive
Slight overlap · 3 shared positions
$WFC$MELI$SHOP
$289M
147 positions
#12Ahara Advisors LLCActive
Slight overlap · 3 shared positions
$RDDT$MELI$BKNG
$152M
56 positions
#13DSM CAPITAL PARTNERS LLCActive
Slight overlap · 3 shared positions
$RDDT$ANET$BKNG
$5.8B
70 positions
#14Van Diest Capital, LLCPassive
Slight overlap · 4 shared positions
$WFC$ANET$BKNG$SHOP
$112M
176 positions
#15SIERRA SUMMIT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$RDDT$ANET$SHOP
$895M
185 positions
#16Nepsis Inc.Active
Slight overlap · 3 shared positions
$RDDT$ANET$SHOP
$295M
28 positions
#17Meadowbrook Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$RDDT$BKNG$SHOP
$93M
81 positions
#18Altshuler Shaham LtdActive
Slight overlap · 3 shared positions
$WFC$BABA$ANET
$8.1B
497 positions
#19Limestone Investment Advisors LPPassive
Slight overlap · 3 shared positions
$WFC$BABA$BKNG
$1.3B
558 positions
#20CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$WFC$ANET$BKNG
$3.1B
340 positions
#21Bellecapital International Ltd.Passive
Slight overlap · 4 shared positions
$MELI$ANET$BKNG$SHOP
$625M
123 positions
#22von Borstel & Associates, Inc.Smart money
Slight overlap · 3 shared positions
$WFC$ANET$SHOP
$488M
44 positions
#23OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MELI$BABA$BKNG
$1.8B
203 positions
#24RD Finance LtdActive
Slight overlap · 3 shared positions
$MELI$BABA$BKNG
$101M
27 positions
#25Maxi Investments CY LtdActive
Slight overlap · 3 shared positions
$MELI$BABA$BKNG
$494M
72 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.