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Hedge Funds Similar to Marble Wealth

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

Marble Wealth, LLC is an institutional investor managing $653M across 234 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 Marble Wealth are Great Lakes Retirement, Community Bank & , Waco, Texas, JAMISON PRIVATE WEALTH, with shared positions in $STX, $SCHW, $PWR, $BX, $KLAC, $APO. The full ranking of 25 similar funds is below.

#1Great Lakes Retirement, Inc.Passive
Some overlap · 6 shared positions
$STX$SCHW$PWR$BX$KLAC$APO
$1.1B
222 positions
#2Community Bank & Trust, Waco, TexasActive
Some overlap · 4 shared positions
$BX$STX$SO$MCD
$612M
173 positions
#3JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SO$BX$SCHW$MCD
$988M
228 positions
#4EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$STX$BX$PWR$MCD$KLAC
$417M
318 positions
#5Hilltop National BankPassive
Some overlap · 5 shared positions
$STX$SO$PWR$BX$KLAC
$465M
786 positions
#6O'ROURKE & COMPANY, IncPassive
Some overlap · 5 shared positions
$BX$SCHW$CRWD$APO$MCD
$287M
177 positions
#7Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$CRWD$SCHW$MCD
$405M
118 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$BX$SO$MCD
$203M
58 positions
#9Parrish Capital LLCPassive
Some overlap · 3 shared positions
$SO$BX$SCHW
$103M
84 positions
#10Old North State Trust, LLCPassive
Some overlap · 4 shared positions
$SO$BX$PWR$STX
$194M
151 positions
#11ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$BX$STX$PWR
$2.3B
181 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$BX$SO$MCD
$529M
75 positions
#13CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$STX$SO$CRWD$KLAC
$1.3B
88 positions
#14BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$BX$PWR$SCHW$KLAC
$1.5B
234 positions
#15Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$STX$BX$CRWD$MCD
$134M
103 positions
#16GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$BX$SCHW$PWR
$88M
31 positions
#17Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$BX$CRWD$SO$KLAC
$178M
84 positions
#18Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$SCHW$CRWD
$232M
197 positions
#19PFG Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$SO$PWR
$236M
72 positions
#20AVISO WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$STX$SCHW$PWR$CRWD
$294M
144 positions
#21Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$SO$CRWD$MCD$KLAC
$496M
210 positions
#22Zullo Investment Group, Inc.Active
Some overlap · 4 shared positions
$STX$SCHW$CRWD$MCD
$310M
156 positions
#23Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$BX$SCHW$APO
$1.6B
239 positions
#24BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$BX$SCHW$APO
$5.1B
201 positions
#25River Street Advisors LLCPassive
Some overlap · 4 shared positions
$BX$PWR$MCD$KLAC
$324M
176 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.