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Hedge Funds Similar to MORRIS FINANCIAL CONCEPTS,

13F Portfolio OverlapQ1 2026MORRIS FINANCIAL CONCEPTS, portfolio →
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Most similar hedge funds by 13F overlap

MORRIS FINANCIAL CONCEPTS, INC. is an institutional investor managing $295M across 195 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 MORRIS FINANCIAL CONCEPTS, are Disciplined Investments,, Archvest Wealth Advisors,, SKBA, with shared positions in $NKE, $USB, $SE, $CTVA, $TXN, $IBM. The full ranking of 25 similar funds is below.

#1Disciplined Investments, LLCPassive
Some overlap · 7 shared positions
$NKE$USB$SE$CTVA$TXN$IBM
$279M
141 positions
#2Archvest Wealth Advisors, Inc.Active
Some overlap · 7 shared positions
$NKE$USB$CTVA$IBM$SNOW$BRZE
$155M
74 positions
#3SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$NKE$USB$TXN$HSY$IBM$WFC
$728M
79 positions
#4Foundation Wealth Management, LLC\PAActive
Some overlap · 5 shared positions
$USB$SE$CTVA$NKE$SNOW
$284M
91 positions
#5BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$NKE$USB$SE$TXN
$174M
32 positions
#6Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$NKE$USB$SE$HSY
$112M
97 positions
#7Parallax Volatility Advisers, L.P.Active
Some overlap · 5 shared positions
$USB$NKE$SE$SNOW$GE
$38.6B
1,428 positions
#8Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$NKE$SE$CTVA$SNOW$BRZE
$607M
110 positions
#9Causey Wealth LLCPassive
Some overlap · 5 shared positions
$NKE$USB$IBM$BRZE$KKR
$236M
81 positions
#10Prosperity Planning, Inc.Active
Some overlap · 6 shared positions
$SE$CTVA$NKE$USB$SNOW$BRZE
$395M
110 positions
#11Financial Futures Ltd Liability Co.Active
Some overlap · 5 shared positions
$NKE$USB$IBM$SNOW$KKR
$228M
72 positions
#12Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$NKE$USB$SNOW$BRZE$KKR
$290M
607 positions
#13Shotwell Rutter Baer IncActive
Some overlap · 4 shared positions
$NKE$USB$TXN$IBM
$170M
38 positions
#14Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$NKE$USB$TXN$SNOW
$142M
65 positions
#15Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 7 shared positions
$NKE$SE$TXN$SNOW$BRZE$CMI
$111M
63 positions
#16SUSQUEHANNA ADVISORS GROUP, INC.Active
Some overlap · 3 shared positions
$NKE$USB$SE
$3.0B
126 positions
#17Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$NKE$USB$CTVA$BRZE$KKR
$295M
168 positions
#18Cedar Point Capital Partners, LLCPassive
Some overlap · 4 shared positions
$NKE$USB$TXN$WFC
$154M
71 positions
#19RF&L WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$SE$CTVA$SNOW
$134M
52 positions
#20VANCE WEALTH, LLCActive
Some overlap · 4 shared positions
$NKE$SE$CTVA$SNOW
$346M
118 positions
#21Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$USB$NKE$SNOW$BRZE$KKR
$215M
95 positions
#22Longview Financial Advisors LLCActive
Some overlap · 5 shared positions
$NKE$USB$SNOW$SE$WFC
$184M
157 positions
#23LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$USB$NKE$CTVA$SNOW
$135M
83 positions
#24Apella Capital, LLCActive
Some overlap · 5 shared positions
$NKE$USB$SNOW$BRZE$KKR
$6.7B
685 positions
#25Coordinated Financial Services, Inc.Passive
Some overlap · 6 shared positions
$USB$SE$SNOW$BRZE$WFC$KKR
$174M
176 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.