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Hedge Funds Similar to Moran Wealth ,

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

Moran Wealth Management, LLC is an institutional investor managing $3.3B across 474 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 Moran Wealth , are Cartenna ,, MARIETTA INVESTMENT PARTNERS, Winslow ,, with shared positions in $PH, $TT, $FDX, $LIN, $LMT, $APH. The full ranking of 25 similar funds is below.

#1Cartenna Capital, LPPassive
Some overlap · 7 shared positions
$PH$TT$FDX$LIN$LMT$APH
$2.7B
47 positions
#2MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$TT$HWM$PH$APH$ANET$MCK
$499M
161 positions
#3Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$PH$TT$HWM$ANET$APH$MCK
$25.6B
60 positions
#4Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$PH$EOG$T$ZTS$ANET
$247M
86 positions
#5Brentview Investment Management LLCPassive
Some overlap · 5 shared positions
$PH$TT$LIN$CME$MCK
$231M
63 positions
#6Segment Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PH$EOG$APH$TXN$MCK$MSI
$1.7B
309 positions
#7Walter Public Investments Inc.Passive
Some overlap · 6 shared positions
$TT$ZTS$CDNS$CME$TXN$MCK
$418M
48 positions
#8NZS Capital, LLCActive
Some overlap · 6 shared positions
$TT$CDNS$LIN$APH$TXN$PGR
$3.0B
58 positions
#9EVEXIA WEALTH LLCActive
Some overlap · 6 shared positions
$PH$EOG$WSM$RSG$CASY$TT
$364M
84 positions
#10Fulcrum Capital LLCActive
Some overlap · 5 shared positions
$TT$EOG$ZTS$LIN$CME
$461M
101 positions
#11WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 7 shared positions
$CDNS$LMT$APH$NTAP$ANET$TXN
$5.4B
527 positions
#12Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 6 shared positions
$TT$LIN$NTAP$CME$RSG$PGR
$1.5B
171 positions
#13Banque Transatlantique SAActive
Some overlap · 6 shared positions
$TT$HWM$LIN$MSI$ANET$ZTS
$4.2B
442 positions
#14Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$TT$LIN$APH$ANET$TXN$CME
$1.2B
95 positions
#15Inspire Investing, LLCPassive
Some overlap · 7 shared positions
$PH$APH$ANET$PGR$CASY$RSG
$1.2B
1,107 positions
#16EagleClaw Capital Managment, LLCActive
Some overlap · 5 shared positions
$PH$FDX$LIN$LMT$CME
$714M
145 positions
#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$EOG$ZTS$LIN$APH$ANET$TXN
$506M
75 positions
#18CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$PH$CDNS$LIN$APH$MSI
$405M
73 positions
#19Regents Gate Capital LLPActive
Some overlap · 4 shared positions
$PH$TT$LIN$APH
$469M
36 positions
#20Turtle Creek Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$EOG$PH$APH$TT$AFL$PGR
$1.3B
480 positions
#21Madison Asset Management, LLCPassive
Some overlap · 6 shared positions
$PH$PCAR$APH$ANET$TXN$PGR
$8.1B
349 positions
#22Progressive Investment Management CorpActive
Some overlap · 5 shared positions
$TT$CDNS$LIN$APH$TXN
$379M
58 positions
#23Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 5 shared positions
$EOG$ZTS$CDNS$TT$ANET
$134M
80 positions
#24Greenfield Seitz Capital Management, LLCPassive
Some overlap · 5 shared positions
$EOG$ZTS$LIN$ANET$TXN
$332M
111 positions
#25GWN SECURITIES INC.Passive
Some overlap · 6 shared positions
$T$CDNS$RSG$CASY$MCK$MSI
$523M
462 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.