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Hedge Funds Similar to Marshall & Sterling Wealth Advisors

13F Portfolio OverlapQ2 2026Marshall & Sterling Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Marshall & Sterling Wealth Advisors Inc. is an institutional investor managing $169M across 339 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 Marshall & Sterling Wealth Advisors are J. Team Financial, GLOBALT Investments / GA, SACKS & ASSOCIATES, with shared positions in $STT, $CRWD, $ANET, $WM, $MCK, $COP. The full ranking of 25 similar funds is below.

#1J. Team Financial, Inc.Passive
Notable overlap · 8 shared positions
$STT$CRWD$ANET$WM$MCK$COP
$103M
102 positions
#2GLOBALT Investments LLC / GAActive
Notable overlap · 5 shared positions
$STT$AMGN$WM$ANET$ETN
$3.0B
213 positions
#3SACKS & ASSOCIATES, LLCPassive
Notable overlap · 5 shared positions
$STT$CRWD$ETN$RIO$WM
$148M
80 positions
#4Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$STT$AMGN$LMT$COP
$4.0B
454 positions
#5Walkner Condon Financial Advisors LLCPassive
Some overlap · 4 shared positions
$STT$ANET$GLDM$NU
$871M
344 positions
#6Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$STT$CRWD$GLDM
$174M
77 positions
#7Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$STT$ETN$AMGN$GLDM
$1.8B
529 positions
#8Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$GLDM
$198M
58 positions
#9LightSquare Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$ETN$ANET
$145M
104 positions
#10ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$GLDM$BNY$SCHW
$621M
90 positions
#11Portus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$AXP$LMT
$121M
50 positions
#12Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$ETN$AXP
$548M
271 positions
#13Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$AMGN$COP
$214M
72 positions
#14Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$CRWD$GLDM
$251M
74 positions
#15Cassaday & Co Wealth Management LLCSmart money
Some overlap · 4 shared positions
$STT$GLDM$LMT$ETN
$5.3B
1,313 positions
#16Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$STT$ETN$SCHW
$200M
57 positions
#17Atlas Private Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$AMGN$AXP
$457M
139 positions
#18American National Bank of TexasActive
Some overlap · 3 shared positions
$STT$GLDM$AMGN
$110M
56 positions
#19StrongBox Wealth, LLCPassive
Some overlap · 4 shared positions
$STT$AMGN$ETN$LMT
$351M
267 positions
#20PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$STT$ETN$SCHW
$728M
298 positions
#21Stonebridge Financial Group, LLC/CAPassive
Some overlap · 3 shared positions
$STT$CRWD$WM
$722M
310 positions
#2210Elms LLPPassive
Some overlap · 4 shared positions
$STT$AMGN$COP$PSX
$236M
526 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$CRWD$AMGN$AXP$LMT$WM$MCK
$297M
103 positions
#24CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$CRWD$ANET
$204M
155 positions
#25Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$WM$CRWD
$879M
213 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.