What hedge funds are most similar to Marietta Wealth Management, LLC?

The funds with the most similar 13F portfolios to Marietta Wealth Management, LLC are BARTLETT & WEALTH, WINDWARD, ASSOCIATES, based on overlapping conviction holdings in the latest SEC filings.

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 Marietta Wealth

13F Portfolio OverlapQ3 2026Marietta Wealth portfolio →

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Most similar hedge funds by 13F overlap

Marietta Wealth Management, LLC is an institutional investor managing $945M across 128 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Marietta Wealth are BARTLETT & WEALTH, WINDWARD, ASSOCIATES, with shared positions in $ASML, $LIN, $NEE, $TMO, $DE, $PEP. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ASML $LIN $NEE $TMO $DE $PEP

$8.0B

1,334 positions

#2WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 9 shared positions

$LIN $BLK $NEE $MAR $TMO $PEP

$1.3B

73 positions

#3CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 6 shared positions

$ASML $LIN $BLK $NEE $TMO $BX

$78M

44 positions

#4Security National BankPassive

Notable overlap · 6 shared positions

$ASML $GLW $BLK $NEE $DE $TMO

$865M

473 positions

#5LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 7 shared positions

$GLW $LIN $BLK $NEE $WM $UBER

$155M

88 positions

#6NORTHEAST INVESTMENT MANAGEMENTActive

Notable overlap · 7 shared positions

$ASML $NEE $TMO $WM $DE $BX

$2.7B

200 positions

#7GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 6 shared positions

$ASML $BLK $TMO $PEP $SBUX $UBER

$372M

82 positions

#8NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 6 shared positions

$ASML $BLK $TPL $PEP $REGN $UBER

$595M

264 positions

#9Strategic Wealth Investment Group, LLCPassive

Notable overlap · 7 shared positions

$LIN $NEE $TMO $BX $PEP $UBER

$825M

104 positions

#10Karras Company, Inc.Active

Notable overlap · 6 shared positions

$ASML $GLW $TMO $UBER $DE $LIN

$109M

65 positions

#11Blue Chip Partners, LLCActive

Some overlap · 5 shared positions

$ASML $BLK $NEE $WM $PEP

$1.6B

184 positions

#12STOCK YARDS BANK & TRUST COActive

Some overlap · 5 shared positions

$ASML $NEE $WM $LIN $BLK

$3.5B

397 positions

#13FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 4 shared positions

$ASML $GLW $LIN $DE

$118M

56 positions

#14WASHINGTON TRUST CoPassive

Some overlap · 6 shared positions

$GLW $ASML $TMO $NEE $BLK $UBER

$3.2B

291 positions

#15COUNTRY TRUST BANKActive

Some overlap · 5 shared positions

$ASML $LIN $BX $BLK $NEE

$5.7B

628 positions

#16LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$ASML $MAR $WM $SO $GLW

$213M

124 positions

#17Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$GLW $NEE $WM $DE $SO $PEP

$231M

125 positions

#18ST GERMAIN D J CO INCPassive

Some overlap · 5 shared positions

$ASML $BLK $NEE $GLW $BX

$2.8B

914 positions

#19Hudson Value Partners, LLCPassive

Some overlap · 4 shared positions

$ASML $GLW $TMO $DE

$399M

113 positions

#20FIRST MANHATTAN CO. LLC.Active

Some overlap · 6 shared positions

$ASML $TPL $TMO $LIN $UBER $MAR

$39.2B

742 positions

#21First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$BLK $NEE $MAR $WM $BX $SO

$529M

75 positions

#22Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$ASML $NEE $PEP $BX $SBUX

$116M

240 positions

#23Avanda Investment Management Pte. Ltd.Active

Some overlap · 4 shared positions

$ASML $LIN $TMO $GLW

$299M

39 positions

#24Smith, Salley & AssociatesPassive

Some overlap · 5 shared positions

$ASML $LIN $NEE $TMO $PEP

$2.3B

275 positions

#25PERRYMAN FINANCIAL ADVISORY INC /ADPassive

Some overlap · 6 shared positions

$MAR $WM $DE $BX $PEP $SBUX

$791M

190 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.