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Hedge Funds Similar to Marshall Financial Group

13F Portfolio OverlapQ2 2026Marshall Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Marshall Financial Group, LLC is an institutional investor managing $686M across 311 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 Financial Group are CENTRAL, Financial Planning Navigators, MANAGED ASSET PORTFOLIOS, with shared positions in $CEF, $KLAC, $PPLT, $MCD, $NVS, $ASML. The full ranking of 25 similar funds is below.

#1CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$CEF$KLAC$PPLT$MCD
$5.5B
1,568 positions
#2Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$CEF$NVS$ASML
$267M
70 positions
#3MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$CEF$VZ$NVS
$875M
51 positions
#4Nalls Sherbakoff Group, LLCPassive
Some overlap · 3 shared positions
$CEF$LMT$SO
$141M
378 positions
#5HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$ED$LMT$HSY$MCD$NVS$VZ
$363M
92 positions
#6Bleakley Financial Group, LLCPassive
Some overlap · 3 shared positions
$CEF$KLAC$ASML
$7.9B
944 positions
#7Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$CEF$LMT$VZ
$93M
72 positions
#8EPG Wealth Management LLCPassive
Some overlap · 6 shared positions
$KLAC$ANET$LMT$MNST$MCD$AMGN
$417M
318 positions
#9GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$ANET$SO$VZ$NVS$ASML$AMGN
$2.2B
268 positions
#10Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$LMT$SO$MCD$VZ$ED$AMGN
$319M
130 positions
#11TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$KLAC$DLR$MNST$LMT$NVS
$261M
121 positions
#12Euro Pacific Asset Management, LLCActive
Some overlap · 4 shared positions
$TFPM$CEF$ASML$NVS
$880M
96 positions
#13Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$KLAC$LMT$VZ$MCD$NVS
$259M
118 positions
#14Lester Murray Antman dba SimplyRichPassive
Some overlap · 6 shared positions
$SCCO$MCD$NVS$ASML$LMT$AMGN
$427M
166 positions
#15Welch Group, LLCPassive
Some overlap · 5 shared positions
$ED$LMT$SO$VZ$MCD
$2.9B
326 positions
#16Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$ED$SO$HSY$VZ$MCD
$497M
948 positions
#17UNITED BANKActive
Some overlap · 5 shared positions
$KLAC$LMT$HSY$MCD$AMGN
$853M
130 positions
#18ROBERTS GLORE & CO INC /IL/Passive
Some overlap · 5 shared positions
$CEF$ANET$ASML$AMGN$NVS
$404M
246 positions
#19LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$MNST$ED$LMT$SO$ASML
$213M
124 positions
#20Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$KLAC$SO$VZ$MCD$AMGN
$397M
167 positions
#21Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$ANET$LMT$ASML$AMGN
$220M
95 positions
#22CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$MNST$KLAC$LMT$MCD$AMGN
$1.2B
203 positions
#23Elevate Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MNST$ANET$HSY$MCD$ASML
$182M
77 positions
#24FARMERS TRUST CO
Some overlap · 5 shared positions
$LMT$SO$VZ$MCD$KR
$637M
203 positions
#25Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$LMT$HSY$VZ$MCD$KR
$455M
57 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.