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Hedge Funds Similar to Taylor & Morgan Wealth

13F Portfolio OverlapQ3 2026Taylor & Morgan Wealth portfolio →
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Most similar hedge funds by 13F overlap

Taylor & Morgan Wealth Management, LLC is an institutional investor managing $208M across 89 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 Taylor & Morgan Wealth are AFFINITY INVESTMENT ADVISORS, Lloyd Advisory Services, Finer Wealth, with shared positions in $MO, $T, $STX, $VZ, $DAL, $SLV. The full ranking of 25 similar funds is below.

#1AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MO$T$STX$VZ$DAL
$197M
140 positions
#2Lloyd Advisory Services, LLC.Passive
Some overlap · 5 shared positions
$MO$T$SLV$VZ$PLD
$258M
628 positions
#3Finer Wealth Management, Inc.Active
Some overlap · 6 shared positions
$MO$T$VZ$GBTC$ASML$IBIT
$253M
92 positions
#4Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$MO$T$SLV$VZ
$510M
228 positions
#5Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$MO$T$SLV$VZ
$1.4B
101 positions
#6Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$MO$T$VZ$NEE$ASML
$222M
178 positions
#7Dynamic Financial GroupSmart money
Some overlap · 5 shared positions
$MO$T$VZ$DAL$DE
$132M
76 positions
#8SHARPEPOINT LLCPassive
Some overlap · 4 shared positions
$MO$T$STX$VZ
$200M
89 positions
#9Zinnia Wealth Advisory, LLCPassive
Some overlap · 5 shared positions
$MO$MRVL$VZ$NEE$IBIT
$98M
97 positions
#10Johnson & White Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MRVL$MO$STX$NEE$VZ
$267M
117 positions
#11STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 5 shared positions
$T$MRVL$STX$NEE$ASML
$417M
213 positions
#12GQG Partners LLCActive
Slight overlap · 4 shared positions
$MO$T$VZ$NEE
$53.8B
102 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Slight overlap · 4 shared positions
$MO$T$VZ$NEE
$1.7B
256 positions
#14VIKING FUND MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$MO$T$VZ$NEE
$1.1B
141 positions
#15M Holdings Securities, Inc.Active
Slight overlap · 6 shared positions
$SLV$VZ$NEE$T$MO$IBIT
$731M
148 positions
#16Pacer Advisors, Inc.Passive
Slight overlap · 4 shared positions
$MO$T$VZ$DAL
$39.3B
2,614 positions
#17Arnhold LLCActive
Slight overlap · 4 shared positions
$T$MRVL$SLV$VZ
$1.4B
113 positions
#18Aull & Monroe Investment Management CorpPassive
Slight overlap · 5 shared positions
$T$STX$VZ$NEE$DE
$231M
125 positions
#19Key Client Fiduciary Advisors, LLCPassive
Slight overlap · 5 shared positions
$MO$VZ$T$NEE$IBIT
$358M
229 positions
#20TECTONIC ADVISORS LLCPassive
Slight overlap · 4 shared positions
$MO$T$VZ$ET
$2.2B
277 positions
#21Adams Asset Advisors, LLCActive
Slight overlap · 4 shared positions
$MO$T$VZ$ET
$984M
94 positions
#22WealthCare Investment Partners, LLCPassive
Slight overlap · 4 shared positions
$MO$SLV$VZ$T
$412M
206 positions
#23SILVERLAKE WEALTH MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$MO$T$VZ$ET
$536M
398 positions
#24Baugh & Associates, LLCActive
Slight overlap · 5 shared positions
$MO$VZ$NEE$ET$ASML
$221M
41 positions
#25Axis Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$MO$T$VZ$DAL
$208M
183 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.