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Hedge Funds Similar to Monetary Solutions, Ltd

13F Portfolio OverlapQ2 2026Monetary Solutions, Ltd portfolio →
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Most similar hedge funds by 13F overlap

Monetary Solutions, Ltd is an institutional investor managing $116M across 397 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 Solutions, Ltd are Sky Investment Group, Walsky Investment, ABSHER WEALTH, with shared positions in $ABT, $EMR, $SO, $AXP, $MCD, $PEP. The full ranking of 25 similar funds is below.

#1Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$ABT$EMR$SO$AXP$MCD$PEP
$637M
146 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$ABT$EMR$SO$MCD$PEP$AMGN
$108M
52 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$EMR$ABT$MCD$PEP$AMGN
$878M
73 positions
#4TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$ABT$EMR$SO$AXP$MCD$PEP
$137M
77 positions
#5CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$EMR$SO$AXP$MCD$PEP$AMGN
$541M
111 positions
#6Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$EMR$ABT$AXP$MCD$AMGN
$297M
103 positions
#7Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$EMR$ABT$AXP$MCD$PEP
$113M
58 positions
#8Willis Investment CounselActive
Some overlap · 6 shared positions
$ABT$TSCO$AXP$MCD$PEP$AEP
$2.1B
125 positions
#9Clayton Financial Group LLCActive
Some overlap · 4 shared positions
$EMR$ABT$AXP$PEP
$181M
65 positions
#10BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$EMR$SO$AXP$ABT$MCD
$263M
90 positions
#11Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$EMR$ABT$MCD$PEP
$474M
110 positions
#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$EMR$SO$MCD$PEP$AMGN$ABT
$201M
57 positions
#13MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$EMR$ABT$FLS$MCD
$436M
130 positions
#14HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$ABT$EMR$AXP$MCD$PEP
$321M
107 positions
#15Visionary Wealth AdvisorsPassive
Some overlap · 6 shared positions
$EMR$SO$MCD$PEP$AMGN$ORLY
$2.5B
666 positions
#16Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 4 shared positions
$EMR$ABT$PEP$DIS
$562M
84 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$EMR$ABT$MCD$PEP
$2.5B
270 positions
#18St. Louis Trust CoActive
Some overlap · 4 shared positions
$EMR$ABT$SO$PEP
$875M
125 positions
#19HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$ABT$AXP$MCD$PEP$EPD$ORLY
$252M
43 positions
#20PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$EMR$ABT$PEP$SO
$209M
54 positions
#21Welch Group, LLCPassive
Some overlap · 5 shared positions
$EMR$SO$MCD$PEP$AEP
$2.9B
326 positions
#22OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$EMR$SO$MCD$PEP$AEP
$2.7B
54 positions
#23MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$EMR$ABT$PEP$AMGN
$271M
254 positions
#24KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ABT$SO$EMR$MCD$PEP
$1.5B
228 positions
#25Somerset Trust CoPassive
Some overlap · 5 shared positions
$ABT$EMR$MCD$PEP$AMGN
$354M
186 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.