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Hedge Funds Similar to Morling Financial Advisors

13F Portfolio OverlapQ2 2026Morling Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Morling Financial Advisors, LLC is an institutional investor managing $360M across 123 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 Morling Financial Advisors are PEREGRINE, Ahara Advisors, BIRCHBROOK, with shared positions in $CRWD, $RDDT, $UBER, $ISRG, $DOCN, $NOW. The full ranking of 25 similar funds is below.

#1PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$CRWD$RDDT$UBER$ISRG$DOCN$NOW
$3.1B
282 positions
#2Ahara Advisors LLCActive
Some overlap · 4 shared positions
$STUB$RDDT$UBER$ABNB
$152M
56 positions
#3BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$CRWD$MUFG$UBER$ISRG$NOW
$213M
305 positions
#4Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$RDDT$CRWD$UBER$NOW
$269M
51 positions
#5DSM CAPITAL PARTNERS LLCActive
Some overlap · 5 shared positions
$RDDT$UBER$DELL$NOW$CDNS
$5.8B
70 positions
#6High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$MUFG$CRWD$UBER
$586M
959 positions
#7Brooklyn FI, LLCPassive
Some overlap · 3 shared positions
$RDDT$MUFG$CRWD
$547M
434 positions
#8Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$RDDT$UBER$NOW
$115M
89 positions
#9Wilian Securities, LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$ISRG$NOW$SCHW
$169M
89 positions
#10Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$ISRG$NOW$SCHW
$167M
82 positions
#11Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$DELL$NOW$SCHW
$738M
208 positions
#12GUERRA PAN ADVISORS, LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$ISRG$NOW$CDNS
$179M
118 positions
#13RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$CRWD$RDDT$DELL$UBER$NOW
$136M
127 positions
#14GFG Capital, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$DELL$NOW
$363M
100 positions
#15Employees Provident Fund BoardActive
Some overlap · 4 shared positions
$CRWD$UBER$ISRG$NOW
$17.4B
68 positions
#16ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$ISRG$NOW
$551M
40 positions
#17Lord & Richards Wealth Management, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$ISRG$NOW
$128M
49 positions
#18WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$ISRG$CDNS
$654M
379 positions
#19Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$CRWD$UBER$ISRG$SCHW
$115M
50 positions
#20Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$ABNB$NOW
$134M
103 positions
#21Directional Asset ManagementPassive
Some overlap · 4 shared positions
$CRWD$UBER$NOW$SCHW
$118M
94 positions
#22Nepsis Inc.Active
Some overlap · 3 shared positions
$RDDT$UBER$NOW
$295M
28 positions
#23RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$MUFG$DELL$NOW
$108M
183 positions
#24MERIDIAN MANAGEMENT COActive
Some overlap · 5 shared positions
$CRWD$ABNB$UBER$ISRG$CDNS
$446M
84 positions
#25Kultura Capital Management LPActive
Some overlap · 3 shared positions
$CRWD$RDDT$DELL
$553M
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.