13F Pro

Hedge Funds Similar to Marotta Asset

13F Portfolio OverlapQ2 2026Marotta Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Marotta Asset Management is an institutional investor managing $601M across 103 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 Marotta Asset are Hurlow Wealth Group, Trust Co, Gladwyn Financial Advisors, with shared positions in $SNPS, $NSC, $GD, $LMT, $UNP, $NVO. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Substantial overlap · 3 shared positions
$SNPS$NSC$GD
$481M
125 positions
#2Trust CoActive
Notable overlap · 4 shared positions
$SNPS$GD$LMT$UNP
$1.1B
908 positions
#3Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$SNPS$GD$UNP
$160M
82 positions
#4JIM SAULNIER & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$SNPS$NVO$DIS
$249M
152 positions
#5HORIZON FINANCIAL SERVICES, LLCPassive
Notable overlap · 5 shared positions
$SNPS$DUK$NSC$TFC$CW
$261M
646 positions
#6PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$SNPS$DE$NVS
$2.8B
186 positions
#7WESTPORT ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$SNPS$NSC$UNP
$245M
80 positions
#8Carlson Capital, L.P.Passive
Notable overlap · 4 shared positions
$WFC$TFC$SNPS$NSC
$494M
74 positions
#9Spectrum Asset Management, Inc. (NB/CA)Passive
Notable overlap · 5 shared positions
$WFC$NVS$DUK$MCK$DE
$362M
116 positions
#10Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 4 shared positions
$SNPS$NVS$NVO$DIS
$616M
1,040 positions
#11Financial Gravity Asset Management, Inc.
Notable overlap · 3 shared positions
$SNPS$NVS$DIS
$562M
973 positions
#12Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$SNPS$DE$MCK$UNP
$491M
159 positions
#13American Assets Investment Management, LLCActive
Notable overlap · 4 shared positions
$WFC$TFC$WDC$NVS
$1.7B
146 positions
#14ProVise Management Group, LLCPassive
Notable overlap · 5 shared positions
$WFC$NVS$GD$DUK$MCK
$1.5B
282 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$GD$WFC$DUK$LMT$UNP
$233M
122 positions
#16Regal Partners LtdActive
Some overlap · 4 shared positions
$WFC$TFC$DIS$UNP
$1.8B
122 positions
#17Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GD$DE$DUK$LMT$NSC
$214M
33 positions
#18DRH Investments, Inc.Active
Some overlap · 3 shared positions
$GD$DIS$UNP
$126M
20 positions
#19Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$GD$TFC$NVS$DUK
$10.2B
208 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNPS$DUK$LMT$MCK
$358M
74 positions
#21Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$TFC$WFC$DUK$LMT
$213M
71 positions
#22FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$GD$WFC$NVS$DE$MCK
$355M
257 positions
#23Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$WFC$NVS$NVO$DE
$465M
29 positions
#24Seed Wealth Management, Inc.Active
Some overlap · 4 shared positions
$SNPS$NVO$DE$MCK
$158M
100 positions
#25Verition Fund Management LLCActive
Some overlap · 3 shared positions
$WFC$NSC$WDC
$71.2B
2,055 positions

Compare Marotta Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Marotta Asset’s holdings

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.