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Hedge Funds Similar to MontVue

13F Portfolio OverlapQ3 2026MontVue portfolio →
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Most similar hedge funds by 13F overlap

MontVue Capital Management, Inc. is an institutional investor managing $171M across 73 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MontVue are Powerhouse Assets, Black Maple, Junk Investment Group, with shared positions in $MDY, $STT, $DOV, $TJX, $TFC, $COF. The full ranking of 25 similar funds is below.

#1Powerhouse Assets LLCSmart money
Notable overlap · 4 shared positions
$MDY$STT$DOV$TJX
$125M
54 positions
#2Black Maple Capital Management LPActive
Notable overlap · 4 shared positions
$TFC$COF$STT$MDY
$176M
94 positions
#3Junk Investment Group, LLCActive
Notable overlap · 4 shared positions
$MDY$DOV$TFC$VZ
$241M
98 positions
#4Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MDY$STT$KLAC$VZ
$487M
628 positions
#5LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 3 shared positions
$MDY$STT$TJX
$248M
91 positions
#6Klingman & Associates, LLCActive
Notable overlap · 4 shared positions
$MDY$STT$TJX$GLW
$2.4B
423 positions
#7Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$TFC$KLAC$VZ
$147M
126 positions
#8Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$DOV$COF
$418M
232 positions
#9Clear Point Advisors Inc.Passive
Some overlap · 3 shared positions
$MDY$STT$VZ
$113M
93 positions
#10Orcam Financial GroupActive
Some overlap · 5 shared positions
$MDY$DOV$KLAC$TJX$COF
$205M
105 positions
#11Tandem Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MDY$KLAC$STT$TJX
$251M
48 positions
#12Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$TJX$VZ
$129M
76 positions
#13Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$TJX$GLW
$579M
202 positions
#14Hills Bank & Trust CoActive
Some overlap · 3 shared positions
$MDY$KLAC$TJX
$2.3B
383 positions
#15DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$GLW$COF
$445M
204 positions
#16TIEMANN INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STT$MDY$GLW$COF$KLAC
$276M
207 positions
#17Winter & Associates, Inc.Active
Some overlap · 3 shared positions
$MDY$GLW$STT
$139M
81 positions
#18IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$GLW$COF
$730M
161 positions
#19Alpha Omega Wealth Management LLCPassive
Some overlap · 4 shared positions
$COF$TFC$VZ$GLW
$665M
207 positions
#20GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$GLW$TJX$KLAC
$3.0B
213 positions
#21Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$STT$VZ
$206M
309 positions
#22PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$KLAC$COF
$514M
167 positions
#23GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$TFC$GLW
$1.2B
611 positions
#24LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$STT$MDY$GLW
$1.2B
232 positions
#25American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$DOV$MDY
$109M
52 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.