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 Morangie

13F Portfolio OverlapQ1 2026Morangie portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Morangie Management LLC is an institutional investor managing $120M across 34 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 Morangie are Valley Financial Group,, Retirement Systems, Madrid Wealth ,, with shared positions in $MS, $GRWG, $SNOW, $PLTR, $CRM, $WELL. The full ranking of 25 similar funds is below.

#1Valley Financial Group, Inc.Active

Notable overlap · 5 shared positions

$MS $GRWG $SNOW $PLTR $CRM

$185M

63 positions

#2Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$MS $WELL $SNOW

$415M

51 positions

#3Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $NOW $PLTR

$133M

70 positions

#4Xcel Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$BAC $MS $PLTR $NOW $UBER

$362M

133 positions

#5NIGHTVIEW CAPITAL, LLCActive

Notable overlap · 3 shared positions

$MS $CRM $NOW

$131M

15 positions

#6Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$MS $SNOW $CRM $HUM

$2.6B

365 positions

#7Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $NOW

$143M

96 positions

#8Vista Cima Wealth Management LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $PLTR

$101M

48 positions

#9Orion Capital Management LLCPassive

Notable overlap · 5 shared positions

$DKNG $PLTR $MS $BAC $HUM

$290M

485 positions

#10Stonebridge Financial Planning Group, LLCPassive

Notable overlap · 4 shared positions

$MS $DKNG $SNOW $MAR

$272M

171 positions

#11Arlington Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$DKNG $CRM $SNOW

$702M

95 positions

#12FC Advisory LLCActive

Some overlap · 4 shared positions

$MS $SNOW $HUM $LEN

$342M

115 positions

#13Scott Capital Advisors, LLCActive

Some overlap · 4 shared positions

$MS $SNOW $HUM $BAC

$493M

58 positions

#14Abacus Planning Group, Inc.Active

Some overlap · 3 shared positions

$DKNG $SNOW $BAC

$743M

264 positions

#15Seven Springs Wealth Group, LLCActive

Some overlap · 3 shared positions

$MS $BAC $HUM

$432M

81 positions

#16LifeGoal Investments, LLCPassive

Some overlap · 3 shared positions

$MS $SNOW $HUM

$175M

112 positions

#17Bouvel Investment Partners, LLCPassive

Some overlap · 3 shared positions

$MS $SNOW $PLTR

$345M

78 positions

#18Red Tortoise LLCPassive

Some overlap · 5 shared positions

$MS $SNOW $CRM $LEN $HUM

$240M

591 positions

#19Teewinot Capital Advisers, L.L.C.Active

Some overlap · 3 shared positions

$MS $BAC $UBER

$1.3B

33 positions

#20Capitolis Liquid Global Markets LLC

Some overlap · 5 shared positions

$BAC $MS $PLTR $CRM $NOW

$16.8B

317 positions

#21Westbourne Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$BAC $MS $UBER

$343M

115 positions

#22LEIGH BALDWIN & CO., LLCPassive

Some overlap · 3 shared positions

$MS $CRM $PLTR

$154M

163 positions

#23Provident Wealth Management, LLCActive

Some overlap · 3 shared positions

$MS $SNOW $HUM

$331M

134 positions

#24Baugh & Associates, LLCActive

Some overlap · 3 shared positions

$MS $BAC $MAR

$232M

44 positions

#25Altus Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$MS $SNOW $MAR

$225M

28 positions

Compare Morangie’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 Morangie’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.