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Hedge Funds Similar to MOR Wealth

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

MOR Wealth Management, LLC is an institutional investor managing $251M across 122 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 MOR Wealth are PROMETHIUM ADVISORS, PACIFIC HEIGHTS ASSET, NCM, with shared positions in $TPL, $PBT, $PWR, $EMR, $PLD, $SCHW. The full ranking of 25 similar funds is below.

#1PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$TPL$PBT$PWR$EMR
$208M
122 positions
#2PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Some overlap · 4 shared positions
$TPL$PLD$SCHW$APD
$3.2B
77 positions
#3NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$TPL$GLW$QCOM
$324M
194 positions
#4Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$TPL$PBT$PNC
$92M
64 positions
#5EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$TPL$QCOM$APD
$745M
145 positions
#6Moors & Cabot, Inc.Passive
Some overlap · 4 shared positions
$TPL$PBT$PNC$EMR
$2.6B
961 positions
#7Resolute Capital Asset Partners LLCPassive
Some overlap · 3 shared positions
$TPL$QCOM$SCHW
$234M
48 positions
#8PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$TPL$PLD$SCHW
$175M
73 positions
#9Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$TPL$EMR$JCI
$849M
165 positions
#10Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TPL$PWR$PNC$ANET$APD
$284M
73 positions
#11RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ACN$GLW$APD$EMR
$2.4B
181 positions
#12Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$TPL$PWR$PNC$ANET$APD
$1.1B
215 positions
#13Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$ACN$QCOM$TPL
$146M
59 positions
#14NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$TPL$ACN$ANET
$606M
79 positions
#15NOVEM GROUPPassive
Some overlap · 6 shared positions
$PLD$QCOM$AZN$PNC$EMR$JCI
$988M
445 positions
#16Sather Financial Group IncActive
Some overlap · 4 shared positions
$ACN$PWR$QCOM$ANET
$1.7B
121 positions
#17SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TPL$QCOM$APD
$205M
55 positions
#18AZZAD ASSET MANAGEMENT INC /ADVPassive
Some overlap · 6 shared positions
$PWR$PLD$TPL$AZN$WELL$APD
$1.1B
351 positions
#19PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$ACN$PNC$SCHW
$4.8B
22 positions
#20Corsicana & Co.Passive
Some overlap · 4 shared positions
$TPL$PWR$QCOM$APD
$206M
309 positions
#21Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$GLW$PLD$PNC$ANET$EMR
$686M
532 positions
#22Fairman Group, LLCActive
Some overlap · 3 shared positions
$ACN$SHOP$PNC
$127M
332 positions
#23Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$ACN$GLW$QCOM$SCHW
$762M
267 positions
#24Advisor Resource CouncilPassive
Some overlap · 6 shared positions
$PWR$QCOM$PLD$PNC$SCHW$EMR
$355M
276 positions
#25Carr Financial Group CorpPassive
Some overlap · 4 shared positions
$IBRX$PWR$PNC$ANET
$434M
182 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.