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Hedge Funds Similar to MCMORGAN &

13F Portfolio OverlapQ1 2026MCMORGAN & portfolio →
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Most similar hedge funds by 13F overlap

MCMORGAN & CO LLC is an institutional investor managing $618M across 40 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MCMORGAN & are WNY Asset ,, FINANCIAL LIFE ADVISORS, Blue ,, with shared positions in $OKTA, $GLDM, $SAN, $MDLZ, $EXLS, $CROX. The full ranking of 13 similar funds is below.

#1WNY Asset Management, LLCPassive
Some overlap · 3 shared positions
$OKTA$GLDM$SAN
$967M
249 positions
#2FINANCIAL LIFE ADVISORSActive
Some overlap · 3 shared positions
$GLDM$MDLZ$SAN
$321M
52 positions
#3Blue Capital, Inc.Passive
Some overlap · 3 shared positions
$OKTA$MDLZ$SAN
$153M
107 positions
#4Beacon Bridge Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$GLDM$MDLZ$SAN
$299M
101 positions
#5Collaborative Fund Advisors, LLCPassive
Slight overlap · 3 shared positions
$OKTA$MDLZ$EXLS
$162M
160 positions
#6Nova Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$GLDM$MDLZ$SAN
$154M
545 positions
#7Able Wealth Management LLCPassive
Slight overlap · 3 shared positions
$MDLZ$GLDM$SAN
$374M
138 positions
#8WEALTHGARDEN F.S. LLCPassive
Slight overlap · 3 shared positions
$MDLZ$GLDM$SAN
$147M
165 positions
#9New England Private Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$GLDM$OKTA$SAN
$866M
194 positions
#10High Falls Advisors, Inc
Slight overlap · 3 shared positions
$MDLZ$GLDM$SAN
$494M
144 positions
#11Darwins River Capital, LPActive
Slight overlap · 3 shared positions
$MDLZ$CROX$WH
$187M
38 positions
#12CacheTech Inc.Passive
Slight overlap · 3 shared positions
$OKTA$GLDM$SAN
$519M
177 positions
#13STRATEGIC ADVISORY PARTNERS, LLCActive
Slight overlap · 3 shared positions
$OKTA$MDLZ$SAN
$127M
96 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.