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Hedge Funds Similar to Mosley Wealth

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

Mosley Wealth Management is an institutional investor managing $343M across 806 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 Mosley Wealth are JMAC ENTERPRISES, MAIMON WEALTH LTD., MBA Advisors, with shared positions in $IAU, $MCD, $C, $KMI, $AMGN, $MS. The full ranking of 25 similar funds is below.

#1JMAC ENTERPRISES LLCActive
Some overlap · 6 shared positions
$IAU$MCD$C$KMI$AMGN$MS
$593M
122 positions
#2MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 5 shared positions
$IAU$MO$MCD$MMM$PM
$130M
80 positions
#3MBA Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$MO$MCD$AMGN$PM
$297M
166 positions
#4Kure Advisory, LLCActive
Some overlap · 4 shared positions
$IAU$STT$PLTR$MMM
$216M
62 positions
#5TPG Advisors LLCActive
Some overlap · 5 shared positions
$IAU$MO$MCD$PM$MS
$187M
118 positions
#6Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$PH$MCD$C
$154M
96 positions
#7ETF Store, Inc.Active
Some overlap · 4 shared positions
$IAU$MO$PLTR$AMGN
$122M
109 positions
#8Maltin Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$PH$STT$MS
$308M
152 positions
#9OFC FINANCIAL PLANNING, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MCD$C
$113M
56 positions
#10CADINHA & CO LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MCD$AMGN
$616M
107 positions
#11Sagace Wealth Management LLCActive
Some overlap · 4 shared positions
$IAU$PH$MMM$C
$159M
71 positions
#12True Vision MN LLC
Some overlap · 3 shared positions
$IAU$STT$PLTR
$194M
98 positions
#13Storen Legacy Partners, LLCActive
Some overlap · 4 shared positions
$IAU$MO$MMM$PM
$367M
116 positions
#14Gibson Capital, LLCSmart money
Some overlap · 4 shared positions
$IAU$MO$MMM$PM
$589M
92 positions
#15Sharp Financial Services, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MO$PM
$216M
127 positions
#16BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$MO$KMI$SRE
$342M
57 positions
#17Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$STT$MCD
$309M
142 positions
#18White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$IAU$MO$AMGN$PM
$829M
148 positions
#19NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$PLTR$MMM$MCD
$283M
75 positions
#20JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$STT$MCD
$1.3B
830 positions
#21Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$PH$MCD
$163M
113 positions
#22Silverleafe Capital Partners, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$MMM$MCD
$351M
100 positions
#23CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$MCD$AMGN$MS
$357M
86 positions
#24Regatta Research & Money ManagementPassive
Some overlap · 4 shared positions
$IAU$WMB$AMGN$PM
$106M
495 positions
#25VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$MMM$C$MS
$399M
99 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.