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Hedge Funds Similar to MONETA GROUP INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026MONETA GROUP INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

MONETA GROUP INVESTMENT ADVISORS LLC is an institutional investor managing $13.5B across 883 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 MONETA GROUP INVESTMENT ADVISORS are Van Hulzen Asset, Stack Financial, DB Fitzpatrick, with shared positions in $ADM, $DHR, $ETN, $DOV, $AEE, $EMR. The full ranking of 25 similar funds is below.

#1Van Hulzen Asset Management, LLCPassive
Some overlap · 3 shared positions
$ADM$DHR$ETN
$1.4B
387 positions
#2Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DOV$DHR$AEE$EMR
$1.3B
54 positions
#3DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$DOV$DHR$ORLY$ETN
$124M
100 positions
#4Williams Jones Wealth Management, LLC.Active
Some overlap · 4 shared positions
$DOV$DHR$ORLY$ETN
$8.9B
547 positions
#5TL Private WealthSmart money
Some overlap · 3 shared positions
$ADM$EMR$ETN
$273M
54 positions
#6Alamea Verwaltungs GmbHActive
Slight overlap · 5 shared positions
$EMR$ORLY$DHR$AME$IBIT
$125M
73 positions
#7DUNCKER STREETT & CO INCPassive
Slight overlap · 4 shared positions
$DHR$URI$ORLY$AME
$591M
521 positions
#8REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ET$DOV$ORLY
$760M
229 positions
#9SIMON QUICK ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$DOV$ET$EMR$ETN
$2.5B
421 positions
#10VCI Wealth Management LLCPassive
Slight overlap · 4 shared positions
$DHR$AEE$AME$IBIT
$399M
99 positions
#11NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Slight overlap · 3 shared positions
$DOV$DHR$URI
$606M
79 positions
#12Ackerman Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$ET$DOV$IBIT
$497M
120 positions
#13Strategic Wealth Investment Group, LLCPassive
Slight overlap · 4 shared positions
$DHR$EMR$ORLY$ETN
$825M
104 positions
#14CNA FINANCIAL CORPActive
Slight overlap · 3 shared positions
$ET$DHR$ETN
$239M
18 positions
#15MATTERS CAPITAL LLCPassive
Slight overlap · 4 shared positions
$ET$IBIT$URI$ETN
$143M
75 positions
#16Texas Capital Bank Wealth Management Services IncActive
Slight overlap · 3 shared positions
$ET$DHR$IBIT
$1.9B
349 positions
#17GILPIN WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ET$URI$EMR
$145M
1,064 positions
#18Guinness Atkinson Asset Management IncPassive
Slight overlap · 4 shared positions
$DHR$AME$EMR$ETN
$223M
107 positions
#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Slight overlap · 3 shared positions
$DOV$DHR$ETN
$2.1B
131 positions
#20FIDUCIARY ADVISORS, INC.Active
Slight overlap · 3 shared positions
$DOV$AEE$EMR
$149M
155 positions
#21Guinness Asset Management LTDActive
Slight overlap · 4 shared positions
$DHR$EMR$AME$ETN
$5.9B
141 positions
#22Front Row Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$DHR$ETN
$345M
576 positions
#23KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Slight overlap · 3 shared positions
$DHR$EMR$ORLY
$812M
204 positions
#24Sound Financial Strategies Group, LLCActive
Slight overlap · 3 shared positions
$ADM$EMR$IBIT
$157M
121 positions
#25Tannin Capital LLCPassive
Slight overlap · 3 shared positions
$DOV$EMR$IBIT
$152M
169 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.