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Hedge Funds Similar to MARSHALL INVESTMENT

13F Portfolio OverlapQ2 2026MARSHALL INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

MARSHALL INVESTMENT MANAGEMENT, LLC is an institutional investor managing $241M across 497 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 INVESTMENT are Greystone Financial Group, Processus Wealth, Disciplined Equity, with shared positions in $CRWD, $DUK, $AMGN, $LMT, $PLTR, $VZ. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$DUK$AMGN$LMT
$360M
73 positions
#2Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$AMGN$PLTR
$172M
36 positions
#3Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$CRWD$VZ$USB$PLTR
$227M
47 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$DUK$AMGN$VZ
$203M
58 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$AMGN$CRWD$LMT$CVS
$292M
99 positions
#6Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$CRWD$VZ$AMGN$DUK$CVS
$703M
160 positions
#7Palacios Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CRWD$AMGN$VZ$PLTR
$169M
76 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$AMGN$VZ$DUK$CRWD$LMT$PM
$504M
136 positions
#9Decker Wealth Management LLCActive
Some overlap · 5 shared positions
$CRWD$AMGN$DUK$LMT$VZ
$493M
122 positions
#10Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$VZ$AMGN$DUK$USB$PM
$116M
65 positions
#11Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$CRWD$DUK$VZ
$147M
126 positions
#12Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$AMGN$LMT$PLTR
$606M
229 positions
#13Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$VZ$PLTR
$124M
99 positions
#14Essential Investment Partners LLCPassive
Some overlap · 3 shared positions
$CRWD$VZ$LMT
$125M
312 positions
#15TriCert Investment Counsel Inc.Passive
Some overlap · 3 shared positions
$VZ$AMGN$DUK
$1.1B
88 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DUK$VZ$WEC$LMT$PM$UPS
$233M
122 positions
#17RHL GROUP, LLCActive
Some overlap · 3 shared positions
$CRWD$AMGN$DUK
$120M
271 positions
#18Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$DUK$VZ$CRWD
$458M
85 positions
#19Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$DUK$AMGN$LMT$USB$UPS
$214M
33 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$DUK$VZ$LMT$USB$UPS
$161M
62 positions
#21HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DUK$AMGN$WEC
$410M
53 positions
#22Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$DUK$VZ$LMT$OXY
$143M
66 positions
#23Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$AMGN$VZ$DUK$UPS
$316M
157 positions
#24NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 7 shared positions
$VZ$DUK$AMGN$LMT$CVS$USB
$863M
131 positions
#25BCWM, LLCPassive
Some overlap · 5 shared positions
$DUK$VZ$LMT$USB$UPS
$342M
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.