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Hedge Funds Similar to MONOGRAPH WEALTH ADVISORS

13F Portfolio OverlapQ2 2026MONOGRAPH WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

MONOGRAPH WEALTH ADVISORS, LLC is an institutional investor managing $1.2B across 143 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 MONOGRAPH WEALTH ADVISORS are Clark & Stuart, Holowesko Partners Ltd., Patrick Mauro Investment Advisor, with shared positions in $KMB, $FAST, $SLB, $DIS, $WM, $LMT. The full ranking of 25 similar funds is below.

#1Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$KMB$FAST$SLB
$159M
57 positions
#2Holowesko Partners Ltd.Active
Some overlap · 3 shared positions
$KMB$SLB$DIS
$395M
34 positions
#3Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$KMB$WM$LMT
$199M
38 positions
#4DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$TMO$WM$DE$INTU$LMT
$124M
100 positions
#5HS Management Partners, LLCActive
Some overlap · 3 shared positions
$KMB$DIS$GAP
$291M
24 positions
#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TMO$FAST$SLB$INTU$SCHW
$499M
73 positions
#7Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$TMO$KMB$SLB$VRT
$271M
91 positions
#8Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TMO$WM$SLB$DE$DIS
$660M
385 positions
#9BCS Private Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$TMO$KMB$WM
$332M
187 positions
#10DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$KMB$WM$TMO$DE$DIS
$12.5B
186 positions
#11WATERS PARKERSON & CO., LLCActive
Some overlap · 4 shared positions
$TMO$WM$DIS$MCHP
$2.0B
200 positions
#12Cedrus Wealth Group LLCActive
Some overlap · 3 shared positions
$KMB$DE$SLV
$115M
51 positions
#13Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$TMO$KMB$DIS$VRT$SCHW
$1.1B
120 positions
#14KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Some overlap · 5 shared positions
$TMO$DE$WM$SCHW$LMT
$812M
204 positions
#15Evergreen Private Wealth LLCPassive
Some overlap · 3 shared positions
$TMO$WM$INTU
$270M
89 positions
#16apricus wealth, LLCPassive
Some overlap · 3 shared positions
$KMB$STT$SLB
$210M
129 positions
#17O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$KMB$WM$LMT$SLV
$125M
61 positions
#18Brown Shipley& Co LtdActive
Some overlap · 3 shared positions
$TMO$WM$DIS
$193M
75 positions
#19LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$TMO$SLB$DIS$SCHW
$565M
89 positions
#20ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$KMB$SLB$WM$LMT
$205M
60 positions
#21Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$KMB$STT$DE$LMT
$797M
110 positions
#22NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$TMO$WM$DE$DIS
$2.7B
200 positions
#23ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$TMO$WM$INTU
$1.3B
109 positions
#24Mill Creek Capital Advisors, LLC
Some overlap · 6 shared positions
$STT$TMO$IAU$ETOR$DIS$MDY
$4.9B
260 positions
#25SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 3 shared positions
$TMO$STT$SLB
$169M
104 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.