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Hedge Funds Similar to MorganRosel Wealth

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

MorganRosel Wealth Management, LLC is an institutional investor managing $296M across 104 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 MorganRosel Wealth are Dorsey Wright & Associates, CHAPIN DAVIS, Monument, with shared positions in $APH, $PWR, $BNY, $GM, $SNDK, $WDC. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive
Notable overlap · 7 shared positions
$APH$PWR$BNY$GM$SNDK$WDC
$590M
131 positions
#2CHAPIN DAVIS, INC.Passive
Notable overlap · 5 shared positions
$KLAC$JBL$VLO$SNDK$WDC
$569M
256 positions
#3Monument Capital ManagementPassive
Notable overlap · 7 shared positions
$APH$JBL$KLAC$PWR$VLO$TT
$497M
262 positions
#4Genus Capital Management Inc.Passive
Notable overlap · 7 shared positions
$KLAC$BNY$EBAY$STLD$WDC$VLO
$1.0B
204 positions
#5Camarda Financial Advisors, LLC
Notable overlap · 5 shared positions
$KLAC$JBL$SNDK$WDC$TT
$331M
122 positions
#6KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 7 shared positions
$KLAC$PWR$APH$TT$ETN$MCK
$235M
100 positions
#7Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$PWR$ETN$MCK$VLO
$489M
619 positions
#8CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$KLAC$JBL$GM$ETN$MPC
$1.3B
88 positions
#9Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$KLAC$BNY$VLO$MPC$EBAY$JBL
$181M
73 positions
#10ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$KLAC$PWR$VLO$BKR
$305M
103 positions
#11CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$KLAC$APH$TEX$USFD
$566M
391 positions
#12NZS Capital, LLCActive
Some overlap · 4 shared positions
$KLAC$PWR$APH$TT
$3.9B
61 positions
#13Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$KLAC$PWR$JBL$MCK
$248M
55 positions
#14MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 4 shared positions
$KLAC$PWR$EBAY$SNDK
$159M
28 positions
#15BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$BNY$ETN
$414M
106 positions
#16PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$PWR$VLO$MCK
$1.0B
213 positions
#17Jones Kertz & Associates, Inc.Active
Some overlap · 4 shared positions
$KLAC$JBL$APH$MCK
$217M
66 positions
#18ARS Investment Partners, LLCActive
Some overlap · 6 shared positions
$PWR$APH$ETN$WDC$MPC$STLD
$2.3B
181 positions
#19Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$KLAC$APH$SNDK$JBL$WDC$PWR
$147M
69 positions
#20JACOBS LEVY EQUITY MANAGEMENT, INCPassive
Some overlap · 7 shared positions
$KLAC$BNY$GM$SNDK$VLO$MCK
$27.8B
934 positions
#21Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$KLAC$PWR$SNDK$BKR
$370M
52 positions
#22PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 5 shared positions
$PWR$JBL$SNDK$WDC$MPC
$938M
103 positions
#23Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$JBL$MCK$MPC
$2.5B
166 positions
#24Providence First Trust CoPassive
Some overlap · 5 shared positions
$KLAC$BNY$SNDK$WDC$VLO
$358M
196 positions
#25Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$KLAC$APH$PWR$SNDK$MCK$TT
$29.1B
66 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.