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Hedge Funds Similar to Montgomery Financial Services

13F Portfolio OverlapQ2 2026Montgomery Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Montgomery Financial Services LLC is an institutional investor managing $115M across 334 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 Montgomery Financial Services are Walsky Investment, GODSEY & GIBB, Innovative Wealth Building, with shared positions in $PNC, $ETN, $LOW, $MCD, $AMGN, $QCOM. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Notable overlap · 9 shared positions
$PNC$ETN$LOW$MCD$AMGN$QCOM
$108M
52 positions
#2GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$PNC$D$ETN$AMGN$PEP$DUK
$1.2B
383 positions
#3Innovative Wealth Building LLCSmart money
Some overlap · 5 shared positions
$PNC$D$LOW$MCD$VZ
$172M
84 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 8 shared positions
$D$MCD$AMGN$QCOM$VZ$LOW
$201M
57 positions
#5FIRST UNITED BANK & TRUSTPassive
Some overlap · 7 shared positions
$PNC$LOW$MCD$AMGN$VZ$PEP
$348M
420 positions
#6First Long Island Investors, LLCActive
Some overlap · 7 shared positions
$ETN$LOW$MCD$AMGN$QCOM$PEP
$1.4B
73 positions
#7Cypress Capital, LLCActive
Some overlap · 6 shared positions
$ETN$LOW$MCD$AMGN$QCOM$CL
$370M
113 positions
#8MRWM Advisors, LLCActive
Some overlap · 6 shared positions
$ETN$LOW$MCD$AMGN$QCOM$CL
$243M
80 positions
#9TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 7 shared positions
$D$LOW$MCD$AMGN$SHW$PEP
$1.0B
880 positions
#10Flavin Financial Services, Inc.Passive
Some overlap · 6 shared positions
$PNC$MCD$AMGN$LOW$VZ$PEP
$175M
81 positions
#11COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$PNC$ETN$AMGN$QCOM$LOW$PEP
$414M
164 positions
#12Stablepoint Partners, LLCPassive
Some overlap · 8 shared positions
$D$MCD$AMGN$QCOM$VZ$PEP
$723M
260 positions
#13KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$LOW$D$MCD$QCOM$VZ$PEP
$1.5B
228 positions
#14Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$PNC$LOW$AMGN$QCOM$VZ
$47.7B
212 positions
#15Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$PNC$ETN$AMGN$VZ$DUK
$739M
344 positions
#16HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$PNC$MCD$AMGN$VZ$PEP$DUK
$363M
92 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ETN$LOW$AMGN$QCOM$PEP$DUK
$8.0B
1,334 positions
#18BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$PNC$LOW$MCD$QCOM$PEP
$2.5B
270 positions
#19MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$PNC$LOW$AMGN$QCOM$PEP
$1.2B
106 positions
#20CoreFirst Bank & TrustPassive
Some overlap · 6 shared positions
$LOW$ETN$MCD$AMGN$CL$PEP
$201M
279 positions
#21Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$D$MCD$AMGN$VZ$ETN$DUK
$116M
65 positions
#22ADVISORTRUST PARTNERS, LLCPassive
Some overlap · 7 shared positions
$PNC$QCOM$D$ETN$PEP$VZ
$292M
199 positions
#23New Hampshire TrustPassive
Some overlap · 6 shared positions
$ETN$MCD$QCOM$PNC$SHW$PEP
$530M
176 positions
#24Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$D$MCD$AMGN$VZ$DUK$CVS
$703M
160 positions
#25Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$D$ETN$PNC$VZ$PEP
$470M
227 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.