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Hedge Funds Similar to Morton

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

Morton Capital Management LLC/CA is an institutional investor managing $731M across 160 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 Morton are ADKINS SEALE, Ipsen Advisor Group, Blossom Wealth, with shared positions in $IAU, $AMGN, $KMI, $EPD, $WM, $TXN. The full ranking of 25 similar funds is below.

#1ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IAU$AMGN$KMI$EPD$WM
$112M
236 positions
#2Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$TXN$WM
$155M
107 positions
#3Blossom Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$AMGN$TXN$WM
$71M
72 positions
#4Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$AMGN$WM$HON
$227M
73 positions
#5JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$KMI
$593M
122 positions
#6Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$IAU$AMGN$ET
$106M
495 positions
#7FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$TXN
$203M
109 positions
#8Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$TXN
$304M
194 positions
#9January Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$WM
$120M
55 positions
#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$IAU$AMGN$TXN$WM
$1.4B
144 positions
#11Mosley Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$AMGN$KMI
$314M
781 positions
#12Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$HON
$814M
61 positions
#13Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$IAU$AMGN$HON
$876M
156 positions
#14Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$AMGN$EPD$TXN
$212M
171 positions
#15Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ET$EPD
$1.2B
265 positions
#16RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$ET$EPD
$218M
108 positions
#17Intellus Advisors LLCActive
Some overlap · 3 shared positions
$IAU$ET$EPD
$823M
134 positions
#18Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$ET$TXN
$497M
120 positions
#19Prairie Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$AMGN$TXN
$420M
256 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$TXN$WM
$710M
193 positions
#21OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$IAU$TXN$WM
$560M
145 positions
#22BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$IAU$KMI$ET$EPD
$453M
117 positions
#23Modern Wealth Management, LLCPassive
Some overlap · 4 shared positions
$OUNZ$IAU$KMI$HON
$8.4B
1,109 positions
#24SGL Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$AMGN$TXN
$290M
131 positions
#25North Forty Two & Co.Passive
Some overlap · 3 shared positions
$IAU$AMGN$TXN
$118M
104 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.