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 Marble Wealth,

13F Portfolio OverlapQ1 2026Marble Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Marble Wealth, LLC is an institutional investor managing $571M across 222 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 Marble Wealth, are Fortis Advisors,, INVESTMENT ADVISORY SERVICES /TX /ADV, Drucker Wealth 3.0,, with shared positions in $HUM, $REGN, $AGQ, $STX, $SO, $SCHW. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $REGN $AGQ $STX $SO

$200M

119 positions

#2INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Some overlap · 5 shared positions

$HUM $REGN $SCHW $MCD $KO

$314M

130 positions

#3Drucker Wealth 3.0, LLCPassive

Some overlap · 5 shared positions

$HUM $REGN $TKO $AMAT $KO

$573M

266 positions

#4Guilbault Capital LLCPassive

Some overlap · 4 shared positions

$HUM $REGN $AGQ $KO

$91M

67 positions

#5Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$REGN $HUM $AGQ $SCHW $MCD

$1.8B

613 positions

#6Paragon Capital Management LtdActive

Some overlap · 3 shared positions

$HUM $REGN $AGQ

$476M

199 positions

#7GEN Financial Management, INC.Active

Some overlap · 3 shared positions

$HUM $REGN $SCHW

$162M

51 positions

#8CORA CAPITAL ADVISORS LLCActive

Some overlap · 3 shared positions

$HUM $REGN $AGQ

$302M

134 positions

#9CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 6 shared positions

$HUM $GE $AGQ $GEV $MCD $AMAT

$689M

198 positions

#10Vigilare Wealth ManagementActive

Some overlap · 6 shared positions

$HUM $AGQ $GEV $PLTR $GE $SCHW

$296M

109 positions

#11SWAN Capital LLCPassive

Some overlap · 7 shared positions

$HUM $SO $SCHW $MCD $PLTR $GE

$272M

554 positions

#12Allred Capital Management, LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $GEV $GE $KO

$275M

155 positions

#13Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$REGN $HUM $SO

$426M

229 positions

#14Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$HUM $REGN $STX

$381M

159 positions

#15Finward BancorpPassive

Some overlap · 5 shared positions

$HUM $AGQ $SO $MCD $KO

$125M

104 positions

#16Apollon Financial, LLCPassive

Some overlap · 4 shared positions

$HUM $SO $AGQ $REGN

$723M

260 positions

#17Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$HUM $REGN $AGQ $PLTR

$930M

373 positions

#18WEST PACES ADVISORS INC.Active

Some overlap · 5 shared positions

$HUM $SO $AGQ $KO $MCD

$516M

197 positions

#19Sandbox Financial Partners, LLCActive

Some overlap · 4 shared positions

$HUM $REGN $GEV $GE

$356M

117 positions

#20Owen LaRue, LLCPassive

Some overlap · 4 shared positions

$REGN $GE $GEV $PLTR

$261M

128 positions

#21Note Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $SCHW $TKO $MCD

$200M

85 positions

#22Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$HUM $REGN $SCHW $KO

$480M

160 positions

#23TABLEAUX LLCPassive

Some overlap · 4 shared positions

$REGN $GE $GEV $MCD

$206M

113 positions

#24Madison Park Capital Advisors, LLCActive

Some overlap · 3 shared positions

$REGN $HUM $AGQ

$127M

62 positions

#25KOM Wealth Management Group, LLCActive

Some overlap · 6 shared positions

$HUM $REGN $AGQ $SCHW $KO $PWR

$147M

89 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.