How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Marshall Financial Group,

13F Portfolio OverlapQ1 2026Marshall Financial Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Marshall Financial Group, LLC is an institutional investor managing $625M across 293 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 Marshall Financial Group, are Northwest Financial Advisors, Leelyn Smith,, MACROVIEW INVESTMENT, with shared positions in $JHG, $AGQ, $LMT, $VZ, $OKE, $MCD. The full ranking of 25 similar funds is below.

#1Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $AGQ $LMT $VZ

$52M

66 positions

#2Leelyn Smith, LLCPassive

Notable overlap · 5 shared positions

$JHG $OKE $LMT $MCD $AMAT

$713M

154 positions

#3MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $LMT

$144M

99 positions

#4Paladin Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $AGQ $LRCX $MCD

$145M

125 positions

#5Generation Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $MCD

$137M

74 positions

#6Tower Wealth Partners, Inc.Active

Notable overlap · 4 shared positions

$JHG $AGQ $MCD $OKE

$181M

87 positions

#7Prasad Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$JHG $AGQ $LRCX

$367M

146 positions

#8Three Cord True Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$JHG $AGQ $MNST

$180M

39 positions

#9Vista Private Wealth Partners. LLCPassive

Some overlap · 3 shared positions

$JHG $LITE $VZ

$291M

87 positions

#10MANAGED ASSET PORTFOLIOS, LLCActive

Some overlap · 4 shared positions

$CEF $VZ $AMAT $NVS

$834M

51 positions

#11Miller Global Investments, LLCPassive

Some overlap · 3 shared positions

$JHG $OKE $VZ

$121M

295 positions

#12CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$JHG $OKE $AGQ

$648M

134 positions

#13Paragon Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $AGQ $LRCX

$371M

76 positions

#14One Charles Private Wealth Services, LLCActive

Some overlap · 3 shared positions

$JHG $LRCX $HSY

$400M

159 positions

#15PARTNERS WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$JHG $AGQ $SO

$97M

109 positions

#16Ridgeline Wealth, LLCActive

Some overlap · 3 shared positions

$JHG $OKE $SO

$140M

52 positions

#17TT Capital Management LLCActive

Some overlap · 3 shared positions

$JHG $VZ $OKE

$121M

73 positions

#18Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$JHG $OKE $MCD

$145M

98 positions

#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$JHG $VZ $MCD

$156M

139 positions

#20Advisory Resource GroupPassive

Some overlap · 3 shared positions

$JHG $OKE $AMAT

$581M

172 positions

#21Clearview Wealth Advisors LLC

Some overlap · 3 shared positions

$JHG $MCD $LMT

$158M

103 positions

#22Stirlingshire Investments, Inc.Passive

Some overlap · 4 shared positions

$JHG $MNST $VZ $AGQ

$114M

196 positions

#23Ipsen Advisor Group LLCPassive

Some overlap · 5 shared positions

$JHG $AGQ $HSY $LMT $OKE

$143M

104 positions

#24Dynamic Financial GroupActive

Some overlap · 3 shared positions

$JHG $VZ $MCD

$122M

69 positions

#25Three Magnolias Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $SO $AMAT

$157M

103 positions

Compare Marshall Financial Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Marshall Financial Group,’s holdings

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.