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Hedge Funds Similar to MARSHALL INVESTMENT ,

13F Portfolio OverlapQ1 2026MARSHALL INVESTMENT , portfolio →
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Most similar hedge funds by 13F overlap

MARSHALL INVESTMENT MANAGEMENT, LLC is an institutional investor managing $208M across 274 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 MARSHALL INVESTMENT , are Center for Wealth Advisory, VIRGINIA WEALTH GROUP,, Greystone Financial Group,, with shared positions in $FITB, $VZ, $DUK, $LMT, $AMGN, $CRWD. The full ranking of 25 similar funds is below.

#1Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$FITB$VZ$DUK$LMT
$139M
62 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$DUK$VZ$AMGN
$187M
55 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$AMGN$CRWD$LMT$SNOW
$353M
78 positions
#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$DUK$WEC$LMT$PM
$220M
148 positions
#5U S WEALTH GROUP, LLC.
Some overlap · 4 shared positions
$AMGN$DUK$VZ$LMT
$152M
43 positions
#6BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$AMGN$VZ$DUK$LMT$PM
$480M
133 positions
#7Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$DUK$VZ$AMGN$MPLX$LMT$PM
$354M
164 positions
#8Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DUK$AMGN$VZ$LMT
$215M
125 positions
#9Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$VZ$DUK$LMT
$147M
64 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$DUK$CRWD$LMT$SNOW
$272M
95 positions
#11Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$VZ$GFI$LMT$PM
$240M
278 positions
#12Range Financial Group LLCPassive
Some overlap · 5 shared positions
$VZ$AMGN$GFI$MU$PM
$298M
190 positions
#13Griffith & Werner, Inc.Active
Some overlap · 4 shared positions
$VZ$DUK$LMT$PM
$202M
72 positions
#14Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$VZ$DUK$PM
$91M
66 positions
#15BCWM, LLCPassive
Some overlap · 3 shared positions
$DUK$VZ$LMT
$353M
57 positions
#16Oak Grove Capital LLCSmart money
Some overlap · 3 shared positions
$DUK$CRWD$MU
$1.2B
92 positions
#17HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$AMGN$DUK$VZ$LMT
$351M
81 positions
#18Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$AMGN$DUK$VZ
$18.1B
151 positions
#19HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DUK$AMGN$WEC
$407M
49 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DUK$AMGN$LMT
$184M
32 positions
#21NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$VZ$DUK$AMGN$FITB$LMT$CVS
$786M
99 positions
#22American Investment Services, Inc.Active
Some overlap · 4 shared positions
$VZ$AMGN$SNOW$UNIT
$448M
132 positions
#23Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$DUK$CRWD$VZ
$121M
113 positions
#24Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$AMGN$VZ$DUK$LMT
$103M
80 positions
#25MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$FITB$AMGN$CRWD$DUK$LMT
$314M
163 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.