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Hedge Funds Similar to Marietta Wealth

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

Marietta Wealth Management, LLC is an institutional investor managing $971M across 133 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 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
$838M
392 positions
#5LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Notable overlap · 7 shared positions
$GLW$LIN$BLK$NEE$WM$UBER
$152M
84 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
$606M
79 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
$110M
61 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
296 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
$239M
126 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
$751M
191 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.