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 /CA

13F Portfolio OverlapQ1 2026Morton /CA portfolio →

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Most similar hedge funds by 13F overlap

Morton Capital Management LLC/CA is an institutional investor managing $672M across 139 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 /CA are Broussard Financial Group, IAM Advisory,, TopTier Wealth ,, with shared positions in $WT, $IAU, $USB, $AMGN, $HON, $HUM. The full ranking of 25 similar funds is below.

#1Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$WT $IAU $USB

$125M

29 positions

#2IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $USB $AMGN $HON

$446M

95 positions

#3TopTier Wealth Management, LLCPassive

Substantial overlap · 5 shared positions

$WT $IAU $HUM $ET $EPD

$163M

795 positions

#4MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $USB $IAU

$147M

52 positions

#5Wealthcare Capital Partners, LLCActive

Substantial overlap · 3 shared positions

$WT $HUM $KKR

$213M

153 positions

#6RESOLUTE CAPITAL, LLCActive

Substantial overlap · 4 shared positions

$WT $KKR $ET $HUM

$247M

57 positions

#7Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $AMGN $HUM

$122M

348 positions

#8Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$WT $DIA $USB $KKR

$219M

145 positions

#9Team Financial Group, LLCActive

Substantial overlap · 4 shared positions

$WT $KKR $DIA $HUM

$220M

273 positions

#10Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $DIA $HUM

$501M

68 positions

#11Spinnaker Investment Group, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $AMGN $HON

$491M

147 positions

#12INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $HON $ET

$252M

89 positions

#13Systelligence, LLCPassive

Substantial overlap · 3 shared positions

$WT $IAU $USB

$514M

56 positions

#14MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 4 shared positions

$WT $IAU $USB $AMGN

$1.3B

143 positions

#15CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 4 shared positions

$WT $IAU $USB $KKR

$149M

96 positions

#16BIP Wealth, LLCActive

Substantial overlap · 5 shared positions

$WT $USB $HUM $KKR $AMGN

$2.5B

453 positions

#17Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $HUM $KKR

$90M

65 positions

#18WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $IAU $USB $HUM

$508M

107 positions

#19Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $HUM $KKR

$231M

56 positions

#20Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $DIA

$293M

107 positions

#21Trust Point Inc.Active

Notable overlap · 4 shared positions

$WT $HUM $IAU $HON

$1.2B

521 positions

#22Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $KKR $HUM $USB

$736M

187 positions

#23Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$WT $IAU $HUM $KKR $USB $EPD

$365M

111 positions

#24Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $USB $KKR

$1.2B

177 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $HUM $DIA $KKR

$97M

49 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.