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Hedge Funds Similar to MONTAG A & ASSOCIATES

13F Portfolio OverlapQ2 2026MONTAG A & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

MONTAG A & ASSOCIATES INC is an institutional investor managing $2.4B across 956 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 MONTAG A & ASSOCIATES are ARBOR WEALTH ADVISORS, Alexis Investment Partners, Lionsbridge Wealth, with shared positions in $MDY, $TJX, $SYK, $PEP, $MAR, $MS. The full ranking of 25 similar funds is below.

#1ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$TJX$SYK$PEP
$248M
96 positions
#2Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$MDY$MAR$TJX
$171M
38 positions
#3Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$TJX$MS
$102M
68 positions
#4Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$587M
215 positions
#5Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$PEP$SYK
$206M
309 positions
#6Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$PH$TJX
$251M
48 positions
#7Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$2.3B
383 positions
#8TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 3 shared positions
$MDY$URI$PH
$1.7B
278 positions
#9MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 3 shared positions
$MDY$ADI$MS
$14.9B
299 positions
#10Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$MDY$MAR$MRVL$TJX
$347M
118 positions
#11WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$MDY$ADI$TJX$SYK
$3.2B
296 positions
#12Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$310M
144 positions
#13Fiduciary Wealth Partners, LLCSmart money
Some overlap · 4 shared positions
$MDY$TJX$MS$PEP
$182M
69 positions
#14BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$PH$PEP
$371M
394 positions
#15Longview Financial Advisors LLCActive
Some overlap · 5 shared positions
$MDY$PH$MS$TJX$SYK
$202M
150 positions
#16Covea FinanceActive
Some overlap · 5 shared positions
$ADI$MAR$PH$TJX$MS
$3.2B
153 positions
#17GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$ADI$URI$PH$AME$TJX
$2.7B
1,394 positions
#18GLR Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$PH$MRVL
$215M
111 positions
#19UNION SAVINGS BANKActive
Some overlap · 4 shared positions
$MDY$TJX$SYK$PEP
$249M
322 positions
#20Pathstone Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MAR$TJX
$34.3B
2,337 positions
#21NORTH DALLAS BANK & TRUST COPassive
Some overlap · 5 shared positions
$MAR$URI$MRVL$MS$PEP
$169M
113 positions
#22Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ADI$MRVL$AME$TJX$PEP
$2.3B
275 positions
#23BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$ADI$URI$TJX$MS$SYK
$2.7B
812 positions
#24Bank of New HampshirePassive
Some overlap · 4 shared positions
$MDY$URI$TJX$SYK
$479M
537 positions
#25L. Roy Papp & Associates, LLPPassive
Some overlap · 5 shared positions
$ADI$MRVL$AME$PEP$SYK
$951M
193 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.