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Hedge Funds Similar to MCMORGAN

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

MCMORGAN & CO LLC is an institutional investor managing $664M across 37 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 MCMORGAN are Van Berkom & Associates, PUNCH & ASSOCIATES INVESTMENT, Evercore Wealth, with shared positions in $WSC, $BV, $CCC, $PLOW, $IIIV, $SN. The full ranking of 3 similar funds is below.

#1Van Berkom & Associates Inc.Active
Some overlap · 3 shared positions
$WSC$BV$CCC
$3.1B
67 positions
#2PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$PLOW$IIIV$BV
$2.0B
164 positions
#3Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$SN$CROX$GLDM
$7.1B
433 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.