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Hedge Funds Similar to MONETARY GROUP

13F Portfolio OverlapQ2 2026MONETARY GROUP portfolio →
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Most similar hedge funds by 13F overlap

MONETARY MANAGEMENT GROUP INC is an institutional investor managing $487M across 335 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 MONETARY GROUP are J. M. Brown & Associates, Acumen Wealth Advisors, HOWE & RUSLING, with shared positions in $DELL, $KLAC, $CRWD, $PM, $ASML, $APH. The full ranking of 25 similar funds is below.

#1J. M. Brown & Associates Inc.Passive
Some overlap · 5 shared positions
$DELL$KLAC$CRWD$PM$ASML
$175M
167 positions
#2Acumen Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KLAC$DELL$APH$ASML$PH
$472M
493 positions
#3HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$KLAC$CRWD$PM$APH$ASML$PEP
$1.7B
479 positions
#4Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$CRWD$PM$ASML$PEP
$1.6B
184 positions
#5Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$CRWD$APH$ASML$PH
$228M
70 positions
#6Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$KLAC$DELL$CRWD$APH
$147M
69 positions
#7FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$DELL$CRWD$APH
$490M
188 positions
#8MN Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$KLAC$DELL$CRWD$PEP
$235M
134 positions
#9JLB & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$KLAC$AMGN$APH$ORLY$PEP
$748M
68 positions
#10VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 5 shared positions
$KLAC$AMGN$PM$APH$PH
$900M
1,056 positions
#11Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$KLAC$AMGN$APH$ORLY$PEP
$295M
65 positions
#12ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$CRWD$KLAC$DELL$APH$ASML
$4.4B
109 positions
#13FACTORY MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$KLAC$CRWD$PM$APH$ASML
$10.6B
205 positions
#14Capital International, Inc./CA/Active
Some overlap · 5 shared positions
$KLAC$AMGN$PM$APH$ASML
$14.3B
302 positions
#15Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$DELL$CRWD
$181M
73 positions
#16Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$DELL$CRWD
$238M
149 positions
#17Menard Financial Group LLCActive
Some overlap · 3 shared positions
$KLAC$DELL$CRWD
$184M
80 positions
#18Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$KLAC$DELL$CRWD
$248M
55 positions
#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$DELL$PM$ORLY
$1.7B
401 positions
#20PeakShares LLCActive
Some overlap · 3 shared positions
$KLAC$DELL$CRWD
$134.4B
122 positions
#21Asio Capital, LLCActive
Some overlap · 5 shared positions
$DELL$CRWD$APH$ASML$PH
$781M
109 positions
#22Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$KLAC$DELL$ASML$PH
$257M
258 positions
#23Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$DELL$ASML$PH
$375M
75 positions
#24OneAscent Investment Solutions LLCPassive
Some overlap · 4 shared positions
$KLAC$DELL$ASML$PH
$106M
144 positions
#25TORRAY LLCActive
Some overlap · 5 shared positions
$KLAC$AMGN$APH$ORLY$PEP
$741M
91 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.