13F Pro

Hedge Funds Similar to MONEY CONCEPTS

13F Portfolio OverlapQ2 2026MONEY CONCEPTS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MONEY CONCEPTS CAPITAL CORP is an institutional investor managing $2.2B across 633 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 MONEY CONCEPTS are Asset One Wealth, Patrick Mauro Investment Advisor, VISIONARY HORIZONS, with shared positions in $PSLV, $OUNZ, $PHYS, $DUK, $MCD, $WM. The full ranking of 25 similar funds is below.

#1Asset One Wealth Management LLCPassive
Some overlap · 6 shared positions
$PSLV$OUNZ$PHYS$DUK$MCD$WM
$948M
347 positions
#2Patrick Mauro Investment Advisor, INC.Active
Some overlap · 8 shared positions
$DUK$KMB$SO$VZ$MCD$PFE
$199M
38 positions
#3VISIONARY HORIZONS, LLCActive
Some overlap · 6 shared positions
$CAH$DUK$GILD$SO$PLTR$VZ
$239M
145 positions
#4Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$CAH$DUK$GILD$SO$VZ$PFE
$316M
157 positions
#5OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$CAH$DUK$KMB$SO$MCD$PFE
$2.7B
54 positions
#6Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$GLW$DUK$SO$VZ$MCD$PFE
$186M
123 positions
#7Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$GLW$DUK$SO$VZ$MCD$WM
$319M
130 positions
#8Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$GLW$DUK$SO$VZ$MCD$WM
$397M
167 positions
#9Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$CAH$GLW$GILD$PLTR$VZ
$238M
149 positions
#10Bell BankActive
Some overlap · 6 shared positions
$DUK$KMB$GILD$SO$VZ$PFE
$2.6B
195 positions
#11Latitude Advisors, LLCPassive
Some overlap · 6 shared positions
$PHYS$DUK$PSLV$PLTR$VZ$CAH
$251M
239 positions
#12Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$GLW$OUNZ$GILD$SO$PFE
$955M
337 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$DUK$GILD$SO$VZ$MCD$PFE
$1.7B
256 positions
#14PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$DUK$KMB$SO$VZ$MCD$WM
$1.2B
103 positions
#15SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$DUK$KMB$SO$VZ$MCD$WM
$1.3B
97 positions
#16LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$CDNS$GLW$DUK$SO$WM
$213M
124 positions
#17OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$DUK$SO$GLW$VZ$MCD$PFE
$268M
225 positions
#18DB&C Advisors, LLCPassive
Some overlap · 6 shared positions
$DUK$GILD$SO$PLTR$PFE$VZ
$92M
76 positions
#19PeakShares LLCActive
Some overlap · 5 shared positions
$GLW$DUK$PLTR$VZ$MCD
$134.4B
122 positions
#20InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$GLDM$DUK$PLTR$MCD$WM
$202M
110 positions
#21BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$DUK$SO$MCD$PFE$CAH$GLW
$263M
90 positions
#22WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$GLW$GILD$NVO$VZ$PFE
$448M
302 positions
#23GWN SECURITIES INC.Passive
Some overlap · 5 shared positions
$CAH$DUK$SO$MCD$WM
$598M
486 positions
#24LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$CAH$DUK$SO$MCD$WM
$1.0B
154 positions
#25Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$GLW$DUK$SO$VZ$WM
$239M
126 positions

Compare MONEY CONCEPTS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MONEY CONCEPTS’s holdings

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.