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Hedge Funds Similar to Taylor & Morgan Wealth ,

13F Portfolio OverlapQ1 2026Taylor & Morgan Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Taylor & Morgan Wealth Management, LLC is an institutional investor managing $203M across 89 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 Taylor & Morgan Wealth , are Williams & Novak,, APS Group,, BRIGHT ROCK ,, with shared positions in $DHR, $TXN, $SLV, $USB, $NEE, $KKR. The full ranking of 25 similar funds is below.

#1Williams & Novak, LLCPassive
Some overlap · 5 shared positions
$DHR$TXN$SLV$USB$NEE
$134M
143 positions
#2APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$DHR$TXN$KKR$MAR
$117M
72 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DHR$TXN$VZ$NEE
$506M
75 positions
#4Wealthstar Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$TXN$SLV
$213M
111 positions
#5Socorro Asset Management LPPassive
Some overlap · 4 shared positions
$DHR$TXN$NEE$PLD
$221M
32 positions
#6BCV Asset Management Inc.Active
Some overlap · 6 shared positions
$TXN$DHR$HUM$NEE$UNH$DE
$2.9B
120 positions
#7Palmer Knight CoPassive
Some overlap · 4 shared positions
$DHR$TXN$MAR$UNH
$205M
32 positions
#8guardian investment managementActive
Some overlap · 5 shared positions
$DHR$TXN$KKR$T$DE
$127M
60 positions
#9Leo H. Evart, Inc.Passive
Some overlap · 8 shared positions
$DHR$KKR$HUM$UNIT$UNH$MAR
$117M
298 positions
#10Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 6 shared positions
$DHR$KKR$TXN$VZ$USB$IBIT
$462M
228 positions
#11Phraction Management LLCActive
Some overlap · 4 shared positions
$DHR$TXN$USB$IBIT
$483M
65 positions
#12Ballast Financial Advisors LLCActive
Some overlap · 6 shared positions
$DHR$KKR$HUM$USB$UNIT$GBTC
$98M
68 positions
#13Forum Private Client Group LLCActive
Some overlap · 6 shared positions
$DHR$KKR$T$HUM$USB$VZ
$300M
80 positions
#14J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$DHR$TXN$T$DE
$89M
84 positions
#15HEADINVEST, LLCPassive
Some overlap · 5 shared positions
$DHR$TXN$KKR$HUM$USB
$488M
225 positions
#16White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$DHR$KKR$HUM$USB$UNIT$MAR
$721M
145 positions
#17Alpha Financial Partners, LLCActive
Some overlap · 5 shared positions
$DHR$TXN$SLV$MAR$IBIT
$169M
103 positions
#18PYA Waltman Capital, LLCActive
Some overlap · 4 shared positions
$DHR$TXN$VZ$GBTC
$361M
67 positions
#19Madison Wealth Partners, IncPassive
Some overlap · 7 shared positions
$DHR$SLV$HUM$KKR$UNIT$MAR
$627M
220 positions
#20RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 6 shared positions
$DHR$T$VZ$UNH$UNIT$DE
$155M
94 positions
#21Arrowroot Family Office, LLCPassive
Some overlap · 5 shared positions
$TXN$DHR$KKR$HUM$UNIT
$275M
140 positions
#22Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$TXN$SLV$VZ$NEE$UNH$PLD
$477M
70 positions
#23FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$TXN$T$MO$VZ$USB$NEE
$1.5B
235 positions
#24Schubert & CoActive
Some overlap · 4 shared positions
$DHR$T$KKR$NEE
$123M
69 positions
#25Compass Ion Advisors, LLCActive
Some overlap · 7 shared positions
$DHR$HUM$NEE$UNIT$KKR$MAR
$1.0B
279 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.