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Hedge Funds Similar to Marotta Asset

13F Portfolio OverlapQ1 2026Marotta Asset portfolio →
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Most similar hedge funds by 13F overlap

Marotta Asset Management is an institutional investor managing $601M 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 Marotta Asset are Mokosak Advisory Group,, SWAN, Grove Street Fiduciary,, with shared positions in $UNIT, $MAR, $DE, $WFC, $SNPS, $SCHW. The full ranking of 25 similar funds is below.

#1Mokosak Advisory Group, LLCSmart money
Substantial overlap · 4 shared positions
$UNIT$MAR$DE$WFC
$399M
34 positions
#2SWAN Capital LLCPassive
Substantial overlap · 5 shared positions
$MAR$SNPS$UNIT$SCHW$GEV
$272M
554 positions
#3Grove Street Fiduciary, LLCActive
Substantial overlap · 7 shared positions
$UNIT$SNOW$UPST$MAR$WFC$IBM
$227M
74 positions
#4Discipline Wealth Solutions, LLCActive
Substantial overlap · 4 shared positions
$UNIT$SNOW$UPST$SCHW
$950M
192 positions
#5Beacon Capital Management, Inc.Active
Substantial overlap · 4 shared positions
$MAR$SNOW$UPST$SCHW
$1.8B
57 positions
#6Silver Coast Investments LLCActive
Notable overlap · 5 shared positions
$UNIT$SNOW$SCHW$LMT$DE
$313M
119 positions
#7Efficient Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$SCHW$UPST
$1.4B
58 positions
#8E&R Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$UNIT$UPST$SCHW$KO
$100M
12 positions
#9TrueWealth Financial PartnersActive
Notable overlap · 5 shared positions
$UNIT$UPST$SCHW$SNOW$NVS
$251M
66 positions
#10Marmo Financial Group, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$GD
$202M
38 positions
#11Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$UNIT$SNPS$GD$KO$GEV
$160M
82 positions
#12AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$MAR$UPST$SCHW$WFC
$445M
77 positions
#13Shakespeare Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$MAR$WFC
$422M
98 positions
#14Northwest Quadrant Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$UNIT$SCHW$LMT$DE
$481M
67 positions
#15LAM GROUP, INC.Passive
Notable overlap · 6 shared positions
$UNIT$MAR$SNPS$SCHW$WFC$IBM
$182M
136 positions
#16Opal Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$KO$IBM
$442M
606 positions
#17Junk Investment Group, LLCPassive
Notable overlap · 5 shared positions
$MAR$UNIT$TFC$KO$IBM
$191M
88 positions
#18BHK Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$TFC$WFC
$299M
79 positions
#19Grey Fox Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$SCHW$MAR
$518M
140 positions
#20Oath Planning, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$IBM
$113M
69 positions
#21ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$UNIT$MAR$SCHW
$3.5B
338 positions
#22Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 3 shared positions
$UNIT$UPST$SCHW
$2.2B
79 positions
#23Richmond Brothers, Inc.Smart money
Notable overlap · 3 shared positions
$MAR$SNOW$SCHW
$150M
36 positions
#24HARBOR INVESTMENT ADVISORY, LLCPassive
Notable overlap · 4 shared positions
$MAR$SCHW$SNOW$GEV
$1.3B
1,233 positions
#25Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNPS$SNOW$SCHW
$420M
120 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.