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Hedge Funds Similar to Marietta Wealth ,

13F Portfolio OverlapQ1 2026Marietta Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Marietta Wealth Management, LLC is an institutional investor managing $841M across 129 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 Marietta Wealth , are BARTLETT & WEALTH, Security National Bank, Lunt ,, with shared positions in $LIN, $NEE, $ASML, $TMO, $DE, $WM. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 9 shared positions
$LIN$NEE$ASML$TMO$DE$WM
$7.8B
1,278 positions
#2Security National BankPassive
Some overlap · 6 shared positions
$ASML$PANW$NEE$GLW$TMO$DE
$687M
411 positions
#3Lunt Capital Management, Inc.Active
Some overlap · 5 shared positions
$WT$PANW$REGN$TPL$MAR
$260M
97 positions
#4CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$ASML$LIN$PANW$NEE$TMO
$60M
36 positions
#5NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$ASML$NEE$WM$TMO$PANW$DE
$2.4B
189 positions
#6DAVIS R M INCActive
Some overlap · 6 shared positions
$PANW$LIN$ASML$NEE$TMO$INTU
$5.6B
273 positions
#7Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$WT$NEE$REGN$MAR
$170M
48 positions
#8WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$LIN$NEE$TMO$MAR$DE$ASML
$1.2B
69 positions
#9PARK NATIONAL CORP /OH/Passive
Some overlap · 4 shared positions
$WT$PANW$WM$MAR
$3.3B
381 positions
#10Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$WT$WM$TMO$INTU$PANW
$247M
86 positions
#11Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$WT$WM$SO$REGN$DE$GLW
$284M
125 positions
#12McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$WT$ASML$TMO
$885M
121 positions
#13STOCK YARDS BANK & TRUST COActive
Some overlap · 5 shared positions
$ASML$NEE$WM$PANW$LIN
$3.2B
396 positions
#14Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$WT$ASML$LIN
$373M
96 positions
#15Bravias Capital Group, LLCActive
Some overlap · 5 shared positions
$WT$MAR$REGN$WM$NEE
$153M
96 positions
#16ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$ASML$WM$TMO$PANW$INTU
$1.3B
100 positions
#17DJE Kapital AGActive
Some overlap · 5 shared positions
$ASML$LIN$NEE$INTU$PANW
$4.5B
113 positions
#18Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$WT$PANW$WM$LIN
$124M
44 positions
#19CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$WT$REGN$MAR$NEE
$149M
96 positions
#20PeakShares LLCPassive
Some overlap · 6 shared positions
$GLW$PANW$MAR$WM$REGN$TMO
$109M
116 positions
#21Robinhood Asset Management, LLCActive
Some overlap · 4 shared positions
$WT$PANW$LIN$GLW
$1.4B
81 positions
#22Ausdal Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$WT$REGN$TMO$PANW$MAR
$2.3B
985 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$TMO$DE$WM$PANW$INTU$GLW
$117M
106 positions
#24United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$WT$ASML$PANW$TMO
$1.3B
257 positions
#25Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$WT$TMO$MAR$WM
$153M
344 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.