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 Morton Brown Family Wealth,

13F Portfolio OverlapQ1 2026Morton Brown Family Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Morton Brown Family Wealth, LLC is an institutional investor managing $378M across 292 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 Morton Brown Family Wealth, are Shotwell Rutter Baer, ACTION POINT FINANCIAL PLANNING,, Ballast Financial Advisors, with shared positions in $AMN, $USB, $TXN, $COP, $NOW, $MUFG. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive

Substantial overlap · 6 shared positions

$AMN $USB $TXN $COP $NOW $MUFG

$170M

38 positions

#2ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 4 shared positions

$AMN $USB $COP $NOW

$112M

69 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $USB $COP $BRZE $BAC

$98M

68 positions

#4Avant Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $USB $TXN $COP

$142M

65 positions

#5ATLas Financial Planning LLCActive

Notable overlap · 5 shared positions

$AMN $USB $BRZE $BAC $MAR

$112M

69 positions

#6Golden Bell Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $USB $DDOG

$125M

37 positions

#7Flagstone Financial ManagementSmart money

Notable overlap · 5 shared positions

$AMN $TXN $USB $BAC $SCHW

$403M

71 positions

#8Equita Financial Network, Inc.Active

Notable overlap · 10 shared positions

$USB $TXN $AMN $COP $BRZE $NOW

$318M

87 positions

#9Financial Futures Ltd Liability Co.Active

Notable overlap · 6 shared positions

$AMN $USB $NOW $DDOG $MUFG $SCHW

$228M

72 positions

#10FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 4 shared positions

$AMN $USB $COP $SCHW

$653M

191 positions

#11PW ADVISORS, LLC \ FLActive

Notable overlap · 3 shared positions

$AMN $TXN $NOW

$133M

35 positions

#12BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$AMN $USB $BRZE $AMGN

$510M

85 positions

#13SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 5 shared positions

$AMN $USB $COP $NOW $MUFG

$154M

39 positions

#14Oak Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $TXN $BRZE $MCD $DDOG $SCHW

$182M

57 positions

#15RW Investment Management LLCActive

Notable overlap · 5 shared positions

$AMN $COP $USB $SCHW $AMGN

$1.0B

113 positions

#16Unison Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $COP $DDOG $LEN

$1.3B

175 positions

#17Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $NOW

$197M

59 positions

#18Meredith Wealth PlanningActive

Notable overlap · 6 shared positions

$AMN $COP $BRZE $MCD $DDOG $MAR

$369M

70 positions

#19SPWM Advisors LLCPassive

Notable overlap · 5 shared positions

$AMN $COP $APD $SCHW $DIS

$115M

93 positions

#20COWA, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $AMGN

$371M

158 positions

#21KEYVANTAGE WEALTH, LLCActive

Notable overlap · 6 shared positions

$USB $TXN $COP $DDOG $SCHW $AMGN

$227M

92 positions

#22CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $SCHW

$293M

1,255 positions

#23Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 5 shared positions

$AMN $USB $BRZE $NOW $SCHW

$718M

278 positions

#24Oakwell Private Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$AMN $COP $USB $TXN

$560M

79 positions

#25RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 5 shared positions

$AMN $USB $BRZE $SCHW $TXN

$350M

53 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.