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 Marion Wealth

13F Portfolio OverlapQ3 2026Marion Wealth portfolio →

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Most similar hedge funds by 13F overlap

Marion Wealth Management is an institutional investor managing $508M across 160 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 Marion Wealth are Hurlow Wealth Group, Minot DeBlois Advisors, PARTNERS INVESTMENT GROUP, LLP, with shared positions in $SNPS, $ADI, $TJX, $NEE, $LIN, $ACN. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNPS $ADI $TJX $NEE $LIN

$481M

125 positions

#2Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ADI $TJX $ACN $CRM $BX $SBUX

$116M

240 positions

#3PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 5 shared positions

$SNPS $DE $LIN $PSX $CRM

$2.8B

186 positions

#4Strategic Financial Services, Inc.Smart money

Notable overlap · 6 shared positions

$SNPS $MCK $BLK $NEE $TJX $PSX

$2.3B

157 positions

#5Buckland Partners Management Co LLCPassive

Notable overlap · 3 shared positions

$SNPS $ADI $CRM

$204M

97 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNPS $TJX $SBUX $MCK $LIN

$360M

73 positions

#7WESTPORT ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$SNPS $EOG $UNP $LIN

$245M

80 positions

#8POTOMAC FUND MANAGEMENT INC /ADVSmart money

Notable overlap · 4 shared positions

$SNPS $ADI $PNC $COP

$4.0B

109 positions

#9Brentview Investment Management LLCActive

Notable overlap · 8 shared positions

$TJX $BLK $CBOE $MCK $TMUS $UNP

$253M

63 positions

#10Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$SNPS $DE $MCK $UNP

$589M

101 positions

#11Financial Gravity Asset Management, Inc.

Notable overlap · 3 shared positions

$SNPS $SBUX $CRM

$562M

973 positions

#12Robinswood Financial LLCPassive

Notable overlap · 4 shared positions

$SNPS $SBUX $PNC $UNP

$324M

72 positions

#13Financial Gravity Companies, Inc. (FGCO)Passive

Notable overlap · 3 shared positions

$SNPS $SBUX $CRM

$616M

1,040 positions

#14North Ridge Wealth Advisors, Inc.

Notable overlap · 3 shared positions

$SNPS $SBUX $PNC

$178M

193 positions

#15Scissortail Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ADI $SNPS $PSX $UNP $COP

$520M

106 positions

#16Trust CoActive

Notable overlap · 3 shared positions

$SNPS $CRM $UNP

$1.1B

915 positions

#17Midway Capital Research & ManagementActive

Notable overlap · 5 shared positions

$ADI $SNPS $BLK $NEE $SBUX

$118M

50 positions

#18Norway Savings BankPassive

Notable overlap · 7 shared positions

$ADI $BLK $TJX $BX $COP $NEE

$244M

103 positions

#19Banque de Luxembourg S.A.Active

Notable overlap · 5 shared positions

$ADI $SNPS $ACN $BLK $LIN

$224M

85 positions

#20Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$ADI $BX $CBOE $PNC $CRM $NEE

$327M

94 positions

#21WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 7 shared positions

$CRM $TJX $BLK $ACN $NEE $LIN

$1.3B

73 positions

#22PARK NATIONAL CORP /OH/Passive

Some overlap · 6 shared positions

$ADI $TJX $CRM $PWR $ACN $BLK

$3.7B

314 positions

#23SYCOMORE ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$ADI $PWR $SNPS $ACN $TMUS $DE

$917M

68 positions

#24SevenBridge Financial Group, LLCPassive

Some overlap · 8 shared positions

$PWR $PSX $DE $UNP $BLK $NEE

$674M

211 positions

#25BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$ADI $TJX $BLK $PSX $SBUX

$346M

113 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.