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Hedge Funds Similar to Marion Wealth

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

Marion Wealth Management is an institutional investor managing $491M across 159 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 Marion Wealth are Strategic Financial Services,, Marshall & Sterling Wealth Advisors, Davidson, with shared positions in $USB, $COP, $SNPS, $UPST, $MCK, $NEE. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money
Notable overlap · 7 shared positions
$USB$COP$SNPS$UPST$MCK$NEE
$2.1B
152 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$USB$WT$COP$MAR$CBOE
$153M
344 positions
#3Davidson Capital Management Inc.Active
Notable overlap · 7 shared positions
$USB$COP$TJX$CBOE$MCK$PWR
$552M
93 positions
#4Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$USB$WT$COP$DE$KO
$284M
125 positions
#5WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$WT$COP$NOC
$508M
107 positions
#6Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$COP$CTVA$NEE$MAR
$284M
91 positions
#7Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$COP$SNPS$NEE
$149M
70 positions
#8Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$USB$COP$WT$CRM$MAR
$167M
76 positions
#9VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SNPS
$108M
49 positions
#10Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$USB$WT$UPST$COP
$236M
81 positions
#11NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$UPST
$5.0B
51 positions
#12DecisionPoint Financial, LLCActive
Notable overlap · 5 shared positions
$USB$COP$MAR$UPST$PSX
$464M
679 positions
#13Hassell Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$UPST
$298M
28 positions
#14BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$USB$WT$COP$CTVA$UPST
$129M
217 positions
#15TAGStone Capital, Inc.Passive
Notable overlap · 6 shared positions
$USB$COP$WT$TJX$MAR$CTVA
$283M
137 positions
#16POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$USB$VLTO$CRM$DE$COP$NEE
$269M
96 positions
#17Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$COP$WT
$184M
157 positions
#18SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$COP$WT
$146M
67 positions
#19JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$USB$WT$COP
$102M
27 positions
#20Hilton Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$COP$TJX$DGX$ADI
$1.3B
129 positions
#21BluePrint Investing LLCActive
Notable overlap · 4 shared positions
$USB$UPST$COP$NEE
$126M
26 positions
#22Hurlow Wealth Management Group, Inc.Active
Notable overlap · 6 shared positions
$USB$COP$SNPS$ADI$NEE$TJX
$420M
120 positions
#23FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$USB$MAR$WT$NEE
$354M
66 positions
#24Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$CRM$MAR
$318M
87 positions
#25Arista Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$USB$UPST$KO$NOC$NEE
$822M
253 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.