13F Pro

Hedge Funds Similar to Marshall & Sterling Wealth Advisors

13F Portfolio OverlapQ1 2026Marshall & Sterling Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Marshall & Sterling Wealth Advisors Inc. is an institutional investor managing $153M across 344 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 & Sterling Wealth Advisors are Madrid Financial Services, WESCAP Group,, Powers Advisory Group,, with shared positions in $USB, $WT, $GSAT, $COP, $HUM, $LMT. The full ranking of 25 similar funds is below.

#1Madrid Financial ServicesActive
Substantial overlap · 3 shared positions
$USB$WT$GSAT
$169M
26 positions
#2WESCAP Management Group, Inc.Active
Substantial overlap · 4 shared positions
$WT$USB$COP$HUM
$508M
107 positions
#3Powers Advisory Group, LLCActive
Substantial overlap · 5 shared positions
$WT$USB$COP$LMT$WM
$284M
125 positions
#4Cascade Wealth Advisors, IncActive
Notable overlap · 5 shared positions
$TMO$USB$COP$HUM$ETN
$228M
60 positions
#5JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$WT$USB$COP
$102M
27 positions
#6Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$WT$COP$MAR$CBOE
$451M
146 positions
#7Argo Wealth Advisory, LLCActive
Notable overlap · 5 shared positions
$WT$MAR$HUM$AMGN$LMT
$170M
48 positions
#8FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 5 shared positions
$USB$MAR$HUM$WT$LMT
$354M
66 positions
#9Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$WT$MAR$GLDM$WM
$153M
96 positions
#10CMC Financial GroupActive
Notable overlap · 4 shared positions
$USB$WT$IBM$GLDM
$51M
38 positions
#11CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 4 shared positions
$WT$MAR$SAN$USB
$149M
96 positions
#12Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$MAR$GSAT
$201M
426 positions
#13KEYVANTAGE WEALTH, LLCActive
Notable overlap · 5 shared positions
$USB$COP$IBM$LMT$AMGN
$227M
92 positions
#14Systelligence, LLCPassive
Notable overlap · 5 shared positions
$WT$USB$SAN$MAR$GSAT
$514M
56 positions
#15CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 5 shared positions
$USB$COP$HUM$LMT$IBM
$363M
102 positions
#16Causey Wealth LLCPassive
Notable overlap · 6 shared positions
$USB$WT$IBM$COP$AMGN$HUM
$236M
81 positions
#17MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$WT$USB$SAN$GSAT
$147M
52 positions
#18DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$COP$MAR$AXP
$464M
679 positions
#19Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$USB$COP$WT$HUM$MAR
$167M
76 positions
#20MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 5 shared positions
$WT$USB$WM$IBM$AMGN
$1.3B
143 positions
#21Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$COP$WT
$184M
157 positions
#22SpringVest Wealth Management LLCActive
Notable overlap · 4 shared positions
$USB$COP$WT$HUM
$146M
67 positions
#23NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$GLDM
$5.0B
51 positions
#24Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$CBOE
$552M
93 positions
#25Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$USB$COP$IBM
$170M
38 positions

Compare Marshall & Sterling Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Marshall & Sterling Wealth Advisors’s holdings

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.