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 OverlapQ2 2026MARCO INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

MARCO INVESTMENT MANAGEMENT LLC is an institutional investor managing $1.5B across 245 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 MARCO INVESTMENT are OAK ASSOCIATES LTD, Maj Invest Holding A/S, COLTON GROOME FINANCIAL ADVISORS, with shared positions in $KLAC, $QCOM, $NXPI, $LOW, $AMGN, $CI. The full ranking of 25 similar funds is below.

#1OAK ASSOCIATES LTD /OH/Active

Notable overlap · 6 shared positions

$KLAC $QCOM $NXPI $LOW $AMGN $CI

$1.8B

139 positions

#2Maj Invest Holding A/SActive

Notable overlap · 7 shared positions

$QCOM $CI $LOW $AXP $UNP $UPS

$2.2B

40 positions

#3COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$KLAC $NXPI $QCOM $AMGN $AFL $LOW

$427M

162 positions

#4Petros Family Wealth, LLCPassive

Notable overlap · 6 shared positions

$KLAC $LOW $SYK $AMGN $PSX $AXP

$164M

134 positions

#5Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$KLAC $QCOM $AXP $LOW $AMGN $UPS

$762M

267 positions

#6Boomfish Wealth Group, LLCPassive

Notable overlap · 5 shared positions

$KLAC $LOW $UNP $AMGN $UPS

$231M

102 positions

#7GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$QCOM $LOW $AXP $AMGN $AFL $UPS

$906M

153 positions

#8JGP Wealth Management, LLCActive

Some overlap · 4 shared positions

$KLAC $LOW $AMGN $AFL

$1.1B

242 positions

#9CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $LOW $SYK $MTZ

$1.3B

99 positions

#10TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 4 shared positions

$KLAC $LOW $AXP $SYK

$217M

114 positions

#11BANK OF STOCKTONActive

Some overlap · 4 shared positions

$KLAC $AXP $QCOM $UNP

$333M

124 positions

#12Rafferty Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $QCOM $NXPI $MRVL

$43.9B

1,133 positions

#13FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $LOW $AMGN $QCOM

$1.3B

393 positions

#14DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$KLAC $LOW $EPD $AMGN

$517M

137 positions

#15JLB & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$KLAC $AMGN $AXP $SYK

$740M

68 positions

#16Boltwood Capital ManagementPassive

Some overlap · 4 shared positions

$KLAC $LOW $AXP $CRM

$443M

195 positions

#17Riverview Trust CoActive

Some overlap · 4 shared positions

$KLAC $LOW $COP $AMGN

$84M

166 positions

#18EVEXIA WEALTH LLCPassive

Some overlap · 3 shared positions

$KLAC $LOW $SYK

$369M

77 positions

#19EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 3 shared positions

$KLAC $AXP $SYK

$799M

156 positions

#20Cornerstone Investment Partners, LLCActive

Some overlap · 3 shared positions

$KLAC $AXP $SYK

$3.0B

312 positions

#21BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KLAC $AXP $UNP $MRVL

$436M

104 positions

#22Applied Finance Capital Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $LOW $UNP $COP

$1.3B

218 positions

#23Stone Summit Wealth LLCPassive

Some overlap · 5 shared positions

$QCOM $AXP $LOW $SYK $AMGN

$370M

137 positions

#24Eley Financial Management, IncPassive

Some overlap · 4 shared positions

$KLAC $LOW $UNP $COP

$309M

72 positions

#25Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$KLAC $SYK $AXP $AMGN $COP

$295M

65 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.