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 MOR Wealth ,

13F Portfolio OverlapQ1 2026MOR Wealth , portfolio →

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Most similar hedge funds by 13F overlap

MOR Wealth Management, LLC is an institutional investor managing $218M across 103 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 MOR Wealth , are Boyce & Associates Wealth Consulting,, SK Wealth ,, Haven Private,, with shared positions in $WT, $TECK, $AMN, $MAR, $AMAT, $TPL. The full ranking of 25 similar funds is below.

#1Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 3 shared positions

$WT $TECK $AMN

$132M

80 positions

#2SK Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$WT $TECK $MAR

$360M

77 positions

#3Haven Private, LLCPassive

Notable overlap · 4 shared positions

$WT $TECK $AMN $AMAT

$230M

166 positions

#4Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $TPL $MAR

$260M

97 positions

#5Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $ACN $HUM $MAR

$170M

48 positions

#6IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $GILD

$446M

95 positions

#7WJ Interests, LLCSmart money

Notable overlap · 3 shared positions

$WT $AMN $IBM

$260M

20 positions

#8Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $AMN $SHOP

$143M

395 positions

#9Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $HUM $IBM

$220M

273 positions

#10Frazier Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $ACN $HUM $AMAT

$181M

836 positions

#11Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$WT $HUM $MAR $IBM $AXP

$153M

344 positions

#12Trust Point Inc.Active

Notable overlap · 4 shared positions

$WT $HUM $PWR $MAR

$1.2B

521 positions

#13Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $AMN $IBM $GILD

$313M

138 positions

#14Sharper & Granite LLCPassive

Notable overlap · 7 shared positions

$WT $MAR $ANET $GILD $GLW $IBM

$293M

107 positions

#15UPTICK PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $AMN $HUM

$502M

293 positions

#16Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $MAR

$3.2B

481 positions

#17EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$WT $AMN $ACN

$228M

114 positions

#18Spinnaker Investment Group, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $AMAT $AZN

$491M

147 positions

#19Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $TECK $HUM

$188M

174 positions

#20Trilogy Capital Inc.Passive

Notable overlap · 4 shared positions

$WT $AMN $ANET $GILD

$2.3B

390 positions

#21Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $HUM $GILD

$231M

56 positions

#22tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $HUM

$202M

102 positions

#23Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $HUM $SHOP

$365M

111 positions

#24Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $MAR $GILD

$66M

55 positions

#25Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $AMAT

$153M

96 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.