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Hedge Funds Similar to Montis Financial

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

Montis Financial, LLC is an institutional investor managing $489M across 152 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 Montis Financial are Discipline Wealth Solutions, MACROVIEW INVESTMENT, TrustWell Financial Advisors, with shared positions in $IAU, $PHYS, $DOV, $DE, $SLV, $UNP. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$IAU$PHYS$DOV$DE$SLV
$1.2B
196 positions
#2MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PHYS$IAU$DOV$UNP
$167M
106 positions
#3TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$PHYS$DOV$CEF$DE
$118M
74 positions
#4New Harbor Financial Group, LLCActive
Some overlap · 4 shared positions
$PHYS$IAU$CEF$SLV
$669M
62 positions
#5REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$PHYS$IAU$DOV
$1.9B
100 positions
#63EDGE Asset Management, LPActive
Some overlap · 5 shared positions
$PHYS$DOV$CEF$MDY$IAU
$2.2B
94 positions
#7CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$PHYS$IAU$CEF$UNP
$5.5B
1,568 positions
#8MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 4 shared positions
$IAU$DOV$DE$SYK
$130M
80 positions
#9New England Professional Planning Group Inc.Smart money
Some overlap · 5 shared positions
$DOV$DE$IAU$SLV$UNP
$268M
50 positions
#10Bleakley Financial Group, LLCPassive
Some overlap · 4 shared positions
$PHYS$DOV$CEF$SLV
$7.9B
944 positions
#11PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 4 shared positions
$IAU$DOV$DE$MDY
$1.7B
236 positions
#12REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$DE$UNP
$769M
225 positions
#13Orcam Financial GroupActive
Some overlap · 4 shared positions
$IAU$DOV$DE$MDY
$205M
105 positions
#14Well Done, LLCPassive
Some overlap · 5 shared positions
$IAU$DOV$SYK$SLV$DE
$732M
213 positions
#15Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$DOV$CEF
$93M
72 positions
#16Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$PHYS$DE$CEF
$772M
144 positions
#17Evanson Financial, LLCActive
Some overlap · 4 shared positions
$PHYS$DOV$SLV$MDY
$2.0B
316 positions
#18Evanson Asset Management, LLC
Some overlap · 4 shared positions
$PHYS$DOV$SLV$MDY
$1.9B
321 positions
#19Abacus Planning Group, Inc.Active
Some overlap · 4 shared positions
$PHYS$DOV$DE$UNP
$809M
259 positions
#20PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$DOV$DE
$2.8B
186 positions
#21TruNorth Capital Management, LLCSmart money
Some overlap · 5 shared positions
$PHYS$IAU$SYK$DOV$MDY
$641M
123 positions
#22Red Mountain Financial, LLCActive
Some overlap · 6 shared positions
$IAU$DE$DOV$SYK$SLV$UNP
$119M
82 positions
#23Grand Central Investment GroupPassive
Some overlap · 3 shared positions
$PHYS$IAU$SLV
$120M
40 positions
#24Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$IAU$DOV$DE
$113M
74 positions
#25LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$IAU$PHYS$DOV
$2.7B
633 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.