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 marrick wealth,

13F Portfolio OverlapQ1 2026marrick wealth, portfolio →

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Most similar hedge funds by 13F overlap

marrick wealth, LLC is an institutional investor managing $141M across 62 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 marrick wealth, are Burk, ACCREDITED INVESTOR SERVICES,, Cauble & Harre Wealth ,, with shared positions in $AMN, $IAU, $HUM, $AMD, $LRCX, $MDY. The full ranking of 25 similar funds is below.

#1Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $IAU $HUM $AMD

$233M

676 positions

#2ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$AMN $IAU $HUM

$156M

77 positions

#3Cauble & Harre Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AMN $IAU $HUM

$126M

74 positions

#4Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $LRCX

$931M

518 positions

#5CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $AMD

$293M

1,255 positions

#6Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $HUM

$98M

68 positions

#7FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$AMN $IAU $LRCX

$242M

73 positions

#8Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $AMN $HUM

$289M

98 positions

#9Midwest Financial Group LLCActive

Notable overlap · 3 shared positions

$AMN $MDY $AMD

$234M

126 positions

#10ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$IAU $MDY $AMN

$167M

35 positions

#11Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $AMD

$732M

125 positions

#12Meridian Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $MDY $AMD

$756M

202 positions

#13Greater Midwest Financial Group, LLCActive

Notable overlap · 3 shared positions

$AMN $AMD $LRCX

$186M

65 positions

#14RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $LRCX $AMD $MDY

$296M

80 positions

#15FINANCIAL MANAGEMENT NETWORK INCActive

Notable overlap · 3 shared positions

$AMN $IAU $HUM

$653M

191 positions

#16Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$AMN $LRCX $MDY

$159M

55 positions

#17Beta Wealth Group, Inc.Active

Notable overlap · 3 shared positions

$AMN $HUM $AMD

$242M

112 positions

#18MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $AMD

$508M

88 positions

#19Fonville Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $HUM $IAU

$525M

138 positions

#20Approach Retirement Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $HUM $IAU $AMD

$120M

79 positions

#21KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $ABTC

$109M

40 positions

#22Arlington Capital Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $LRCX $AMD

$177M

111 positions

#23Sage Investment Advisers LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $AMD

$135M

89 positions

#24Kaydan Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $HUM $MDY

$299M

109 positions

#25Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Notable overlap · 4 shared positions

$IAU $MDY $AMD $HUM

$132M

408 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.