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Hedge Funds Similar to Morton Brown Family Wealth

13F Portfolio OverlapQ3 2026Morton Brown Family Wealth portfolio →
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Most similar hedge funds by 13F overlap

Morton Brown Family Wealth, LLC is an institutional investor managing $450M across 412 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Morton Brown Family Wealth are Walsky Investment, Eliot Finkel Investment Counsel, SMITH CHAS P & ASSOCIATES PA CPAS, with shared positions in $APD, $MCD, $AMGN, $QCOM, $UNP, $NEE. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$APD$MCD$AMGN$QCOM$UNP$NEE
$108M
52 positions
#2Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$APD$MCD$GLW$AMGN
$214M
33 positions
#3SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 5 shared positions
$APD$MCD$AMGN$UNP$NEE
$2.0B
194 positions
#4VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$APD$MCD$QCOM$UNP$DIS
$35.1B
90 positions
#5OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 5 shared positions
$APD$MCD$AMGN$PAYX$NEE
$183M
31 positions
#6SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$APD$MCD$QCOM$NEE
$208M
56 positions
#7KDT Advisors, LLCPassive
Some overlap · 6 shared positions
$APD$MCD$GLW$QCOM$UNP$NEE
$72M
73 positions
#8Smart Portfolios, LLC
Some overlap · 5 shared positions
$APD$MCD$MUFG$AMGN$DIS
$100M
99 positions
#9Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$MCD$APD$AMGN$QCOM$UNP$NEE
$170M
61 positions
#10UNITED BANKActive
Some overlap · 5 shared positions
$APD$MCD$GLW$AMGN$AWK
$853M
130 positions
#11STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$APD$GLW$AMGN$DIS
$146.1B
107 positions
#12Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$APD$MUFG$AMGN$QCOM$AWK
$47.7B
212 positions
#13DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$APD$MCD$AMGN$QCOM
$206M
105 positions
#14Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$APD$MCD$QCOM$DIS$NEE
$215M
84 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$MCD$APD$GLW$AMGN$PAYX$NEE
$1.4B
275 positions
#16CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$APD$MCD$QCOM
$6.9B
64 positions
#17St. Johns Investment Management Company, LLCPassive
Some overlap · 6 shared positions
$MCD$GLW$AMGN$QCOM$FITB$NEE
$264M
201 positions
#18HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$APD$AMGN$UNP$NEE
$410M
53 positions
#19Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$APD$AMGN$QCOM
$122M
92 positions
#20Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$APD$MCD$GLW
$199M
38 positions
#21InvesTrustPassive
Some overlap · 3 shared positions
$APD$MCD$DIS
$247M
91 positions
#22Generation Capital Management LLCPassive
Some overlap · 4 shared positions
$APD$MCD$GLW$UNP
$163M
83 positions
#23Somerset Trust CoPassive
Some overlap · 5 shared positions
$MCD$APD$AMGN$PAYX$NEE
$354M
186 positions
#24PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 5 shared positions
$MCD$APD$AMGN$QCOM$NEE
$227M
276 positions
#25OMC Financial Services LTDActive
Some overlap · 5 shared positions
$MCD$GLW$AMGN$MAR$UNP
$175M
31 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.