13F Pro

Hedge Funds Similar to MARSHALL INVESTMENT

13F Portfolio OverlapQ2 2026MARSHALL INVESTMENT portfolio →
Institutional-grade research for retail investors

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
$358M
74 positions
#2Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$AMGN$PLTR
$169M
35 positions
#3Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$CRWD$VZ$USB$PLTR
$226M
45 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$DUK$AMGN$VZ
$201M
57 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$AMGN$CRWD$LMT$CVS
$297M
103 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
$515M
142 positions
#9Decker Wealth Management LLCActive
Some overlap · 5 shared positions
$CRWD$AMGN$DUK$LMT$VZ
$471M
107 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
$599M
225 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.Active
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
$159M
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
$151M
70 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

Compare MARSHALL INVESTMENT’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 MARSHALL INVESTMENT’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.