How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MARCO INVESTMENT

13F Portfolio OverlapQ1 2026MARCO INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

MARCO INVESTMENT MANAGEMENT LLC is an institutional investor managing $1.3B across 232 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MARCO INVESTMENT are Gs Investments,, Signet Investment Advisory Group,, Petros Family Wealth,, with shared positions in $KLAC, $SYK, $PANW, $AMGN, $USB, $UNH. The full ranking of 25 similar funds is below.

#1Gs Investments, Inc.Passive

Notable overlap · 8 shared positions

$KLAC $SYK $PANW $AMGN $USB $UNH

$175M

134 positions

#2Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$USB $KO $UNH $AXP $AMGN $COP

$218M

69 positions

#3Petros Family Wealth, LLCPassive

Notable overlap · 7 shared positions

$KLAC $UNH $AMGN $PSX $LOW $SYK

$140M

131 positions

#4DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$LOW $KLAC $UNH $EPD $AMGN $UNP

$501M

138 positions

#5Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 6 shared positions

$CI $KLAC $UNH $USB $KO $LRCX

$39.1B

628 positions

#6TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$KLAC $LOW $SYK $AXP $UNH

$182M

115 positions

#7OAK ASSOCIATES LTD /OH/Active

Notable overlap · 6 shared positions

$KLAC $LOW $NXPI $AMGN $CI $LRCX

$1.5B

140 positions

#8Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$CI $UNH $USB $KO $COP $UPS

$139M

62 positions

#9R.H. Investment Group, LLCPassive

Some overlap · 6 shared positions

$UNH $EPD $USB $AMGN $UNP $COP

$130M

45 positions

#10RE ADVISERS CORPActive

Some overlap · 7 shared positions

$UNH $CI $NXPI $COP $LRCX $HON

$3.7B

111 positions

#11Focused Investors LLCActive

Some overlap · 5 shared positions

$CI $LOW $AXP $UNH $NOC

$3.1B

22 positions

#12CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 5 shared positions

$KLAC $PANW $AXP $USB $KO

$180M

58 positions

#13DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KLAC $KO $PANW $AXP $LOW $HON

$242M

159 positions

#14EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$UNH $USB $KO $AMGN $UNP $COP

$1.4B

56 positions

#15Connective Capital Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $PANW $UNH $COP $USB

$121M

66 positions

#16McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$KLAC $PANW $AXP $KO $LRCX

$105M

91 positions

#17FOUNDERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$AXP $KO $UNP $AMGN $LOW $UPS

$608M

74 positions

#18Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LOW $AXP $UNH $EPD $HON

$695M

159 positions

#19Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$AXP $USB $KLAC $AMGN $LOW $UPS

$694M

263 positions

#20DAVIS SELECTED ADVISERSActive

Some overlap · 6 shared positions

$CI $UNH $USB $COP $LYB $AXP

$21.8B

112 positions

#21Wallington Asset Management, LLCActive

Some overlap · 6 shared positions

$PANW $LOW $AMGN $UNP $PSX $HON

$752M

61 positions

#22Persium Advisors, LLCActive

Some overlap · 6 shared positions

$PANW $UNH $UNP $COP $LRCX $HON

$127M

60 positions

#23Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $USB $AMGN $UNP $COP $HON

$587M

122 positions

#24Stack Financial Management, IncActive

Some overlap · 6 shared positions

$CI $SYK $KO $COP $PSX $UPS

$1.4B

52 positions

#25CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$AXP $UNH $KO $COP $UPS $AMGN

$140M

72 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.