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Hedge Funds Similar to Moran Wealth

13F Portfolio OverlapQ2 2026Moran Wealth portfolio →
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Most similar hedge funds by 13F overlap

Moran Wealth Management, LLC is an institutional investor managing $3.7B across 491 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Moran Wealth are NZS, Winslow, Railway Pension Investments Ltd, with shared positions in $TT, $CDNS, $APH, $TXN, $KLAC, $LIN. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive
Some overlap · 8 shared positions
$TT$CDNS$APH$TXN$KLAC$LIN
$3.9B
61 positions
#2Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$TT$HWM$PH$APH$ANET$KLAC
$29.1B
66 positions
#3Railway Pension Investments LtdActive
Some overlap · 8 shared positions
$APH$NTAP$PH$TXN$ANET$KLAC
$8.0B
102 positions
#4DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$PH$WSM$AMP$TXN$ZTS$KLAC
$517M
137 positions
#5MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$TT$HWM$PH$APH$ANET$ETN
$582M
170 positions
#6Longbow Finance SAPassive
Some overlap · 6 shared positions
$PH$HWM$CDNS$ANET$KLAC$PWR
$782M
59 positions
#7Bank OZK
Some overlap · 7 shared positions
$TT$AMP$TXN$ANET$MRVL$PWR
$337M
159 positions
#8PFG Private Wealth Management, LLCActive
Some overlap · 7 shared positions
$TT$AMP$TXN$ANET$MRVL$PWR
$231M
75 positions
#9ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 7 shared positions
$TT$APH$PH$TXN$KLAC$LIN
$409M
182 positions
#10EVEXIA WEALTH LLCPassive
Some overlap · 8 shared positions
$PH$WSM$EOG$KLAC$CASY$PWR
$369M
77 positions
#11Progressive Investment Management CorpActive
Some overlap · 6 shared positions
$TT$CDNS$APH$TXN$KLAC$LIN
$454M
56 positions
#12HENDLEY & CO INCActive
Some overlap · 6 shared positions
$PH$EOG$APH$HWM$LIN$ETN
$283M
47 positions
#13Fruth Investment ManagementPassive
Some overlap · 6 shared positions
$TT$PH$TXN$LIN$ETN$CASY
$421M
225 positions
#14Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$PH$APH$ANET$KLAC$LIN$ETN
$686M
532 positions
#15Clarendon Private LLCPassive
Some overlap · 7 shared positions
$TXN$KLAC$TT$LIN$HWM$APH
$156M
124 positions
#16KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$HWM$TT$APH$KLAC$PWR$ETN
$235M
100 positions
#17Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$PH$TT$KLAC$PWR$LIN
$138M
103 positions
#18AMJ Financial Wealth ManagementActive
Some overlap · 6 shared positions
$TT$NTAP$ANET$FDX$PWR$ETN
$424M
86 positions
#19Hilltop National BankPassive
Some overlap · 7 shared positions
$TT$ANET$KLAC$MRVL$AMP$PWR
$468M
805 positions
#20SHELTON CAPITAL MANAGEMENTPassive
Some overlap · 7 shared positions
$ANET$APH$KLAC$NTAP$LIN$TXN
$5.5B
749 positions
#21RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TT$PH$TXN$LIN$ETN
$414M
188 positions
#22Corient IA LLCPassive
Some overlap · 6 shared positions
$HWM$PH$TT$MRVL$PWR$CASY
$108M
249 positions
#23LeClair Wealth Partners LLCPassive
Some overlap · 6 shared positions
$PH$WSM$TT$ETN$TXN$KLAC
$193M
132 positions
#24BankChampaign, National AssociationPassive
Some overlap · 6 shared positions
$HWM$PH$ANET$MRVL$PWR$ETN
$130M
200 positions
#25MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TT$PH$APH$TXN$LIN
$857M
166 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.