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Hedge Funds Similar to MORRIS FINANCIAL CONCEPTS

13F Portfolio OverlapQ2 2026MORRIS FINANCIAL CONCEPTS portfolio →
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Most similar hedge funds by 13F overlap

MORRIS FINANCIAL CONCEPTS, INC. is an institutional investor managing $326M across 204 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 MORRIS FINANCIAL CONCEPTS are Eldred Rock Partners, CULBERTSON A N, ALPINE WOODS INVESTORS, with shared positions in $CMI, $WFC, $DE, $PEP, $TXN, $MDLZ. The full ranking of 25 similar funds is below.

#1Eldred Rock Partners, LLCActive
Some overlap · 5 shared positions
$CMI$WFC$DE$PEP$TXN
$465M
29 positions
#2CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$CMI$WFC$DE$PEP$TXN
$859M
140 positions
#3ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$CMI$WFC$PEP$TXN$MDLZ
$460M
220 positions
#4DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$WFC$DE$PEP
$530M
92 positions
#5Stonebridge Financial Group, LLC / MOPassive
Some overlap · 4 shared positions
$CMI$FIX$WFC$DE
$151M
171 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CMI$WFC$PEP$TXN
$233M
122 positions
#7Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$CMI$WFC$PEP$MO
$882M
88 positions
#8Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$CMI$WFC$PEP$TXN
$297M
129 positions
#9American TrustActive
Some overlap · 4 shared positions
$CMI$DE$PEP$TXN
$1.3B
334 positions
#10Juno Financial Group LLCActive
Some overlap · 4 shared positions
$CMI$DE$PEP$MO
$282M
73 positions
#11Verity & Verity, LLCActive
Some overlap · 4 shared positions
$CMI$PEP$TXN$MO
$1.5B
138 positions
#12Joule Financial, LLCActive
Slight overlap · 4 shared positions
$CMI$DE$TXN$PEP
$369M
116 positions
#13TENET WEALTH PARTNERS, LLCActive
Slight overlap · 4 shared positions
$WFC$DE$PEP$MO
$134M
101 positions
#14COTTONWOOD CAPITAL ADVISORS, LLCActive
Slight overlap · 4 shared positions
$WFC$DE$PEP$MO
$166M
88 positions
#15Rayburn West Financial Services LLCPassive
Slight overlap · 4 shared positions
$WFC$DE$PEP$MO
$181M
81 positions
#16BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Slight overlap · 4 shared positions
$WFC$DE$PEP$MDLZ
$2.5B
270 positions
#17Drucker Wealth 3.0, LLCPassive
Slight overlap · 4 shared positions
$CMI$WFC$TXN$MO
$632M
289 positions
#18WHITENER CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$DE$CMI$PEP$MO
$472M
184 positions
#19Peregrine Asset Advisers, Inc.Passive
Slight overlap · 3 shared positions
$CMI$FIX$PEP
$461M
218 positions
#20HF Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$WFC$PEP$TXN$MO
$323M
168 positions
#21Tyche Wealth Partners LLCPassive
Slight overlap · 4 shared positions
$WFC$PEP$TXN$MO
$712M
339 positions
#22CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 3 shared positions
$CMI$WFC$DE
$827M
181 positions
#23Massachusetts Wealth ManagementPassive
Slight overlap · 3 shared positions
$CMI$WFC$DE
$262M
98 positions
#24EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$WFC$PEP$TXN$MDLZ
$1.3B
58 positions
#25Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 3 shared positions
$CMI$WFC$PEP
$170M
121 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.