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Hedge Funds Similar to MorganRosel Wealth ,

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

MorganRosel Wealth Management, LLC is an institutional investor managing $254M across 103 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 MorganRosel Wealth , are Verus Financial Partners,, Valpey Financial Services,, Evergreen Wealth ,, with shared positions in $MKL, $SNOW, $DHR, $UNIT, $JXN, $SOLV. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$MKL$SNOW$DHR$UNIT
$1.1B
121 positions
#2Valpey Financial Services, LLCPassive
Notable overlap · 4 shared positions
$MKL$SNOW$DHR$UNIT
$154M
75 positions
#3Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$SNOW$JXN$UNIT
$194M
54 positions
#4FC Advisory LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$DHR
$342M
115 positions
#5Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$UNIT
$1.4B
58 positions
#6Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$MKL$SNOW$UNIT
$325M
57 positions
#7Savant Capital, LLCActive
Some overlap · 5 shared positions
$SNOW$SOLV$DHR$UNIT$MKL
$20.7B
1,500 positions
#8Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$MKL$SNOW$SOLV
$279M
323 positions
#9Tandem Financial, LLCPassive
Some overlap · 4 shared positions
$SNOW$SOLV$PWR$NEM
$314M
98 positions
#10Idaho Trust CoPassive
Some overlap · 3 shared positions
$MKL$SNOW$SOLV
$308M
97 positions
#11MBA Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$SOLV$MKL
$260M
146 positions
#12TABLEAUX LLCPassive
Some overlap · 3 shared positions
$IAUM$SOLV$MKL
$206M
113 positions
#13NewSquare Capital LLCPassive
Some overlap · 3 shared positions
$MKL$SNOW$VLO
$1.2B
211 positions
#14KELLY FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$SNOW$SOLV$DHR
$398M
100 positions
#15Peck Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$SOLV$__PARK_1390777
$100M
122 positions
#16Sightline Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MKL$SNOW$DHR$UNIT
$236M
91 positions
#17Valley Financial Group, Inc.Active
Some overlap · 3 shared positions
$MKL$SNOW$MCK
$185M
63 positions
#18Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SNOW$SOLV$UNIT
$228M
72 positions
#19Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$MKL$DHR$PWR$KLAC$VLO$APH
$5.3B
399 positions
#20St. Louis Trust CoActive
Some overlap · 3 shared positions
$MKL$SNOW$DHR
$856M
145 positions
#21Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$UNIT
$227M
74 positions
#22Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$MKL$KLAC$JBL$UNIT
$378M
200 positions
#23Lincoln Capital LLCActive
Some overlap · 4 shared positions
$MKL$DHR$__PARK_1390777$APH
$528M
135 positions
#24Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$MKL$DHR$IAUM$UNIT
$480M
160 positions
#25Red Tortoise LLCPassive
Some overlap · 4 shared positions
$SNOW$IAUM$MKL$UNIT
$240M
591 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.