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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
216 positions
#2Community Bank & Trust, Waco, TexasActive
Some overlap · 4 shared positions
$BX$STX$SO$MCD
$555M
168 positions
#3JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SO$BX$SCHW$MCD
$990M
224 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
$468M
805 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
$201M
57 positions
#9Parrish Capital LLC
Some overlap · 3 shared positions
$SO$BX$SCHW
$104M
87 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
$92M
35 positions
#17Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$BX$CRWD$SO$KLAC
$147M
66 positions
#18Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$SCHW$CRWD
$218M
184 positions
#19PFG Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$BX$SO$PWR
$231M
75 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
$495M
200 positions
#22Zullo Investment Group, Inc.Active
Some overlap · 4 shared positions
$STX$SCHW$CRWD$MCD
$293M
157 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
$340M
177 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.