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Hedge Funds Similar to MARINO, STRAM & ASSOCIATES

13F Portfolio OverlapQ1 2026MARINO, STRAM & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

MARINO, STRAM & ASSOCIATES LLC is an institutional investor managing $557M across 185 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 MARINO, STRAM & ASSOCIATES are Charter , \DE, Tepp RIA,, Piedmont ,, with shared positions in $KKR, $HUM, $VZ, $MS, $DUK, $SLV. The full ranking of 25 similar funds is below.

#1Charter Capital Management, LLC\DESmart money
Notable overlap · 5 shared positions
$KKR$HUM$VZ$MS$DUK
$200M
70 positions
#2Tepp RIA, LLCActive
Notable overlap · 4 shared positions
$KKR$SLV$MS$LMT
$128M
41 positions
#3Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$KKR$HUM$KO$VZ
$197M
50 positions
#4Martel Wealth Advisors IncSmart money
Notable overlap · 3 shared positions
$KKR$HUM$UNIT
$587M
73 positions
#5truNorth Financial Services, Inc.Active
Notable overlap · 5 shared positions
$KKR$MS$SLV$HUM$UNIT
$97M
49 positions
#6Forum Private Client Group LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$VZ
$300M
80 positions
#7ACT WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$KKR$MO$PM$MS
$298M
62 positions
#8SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$KKR$HUM$MCD$UNIT$MPC
$272M
554 positions
#9INSPIRION WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$KKR$UNIT$HUM
$803M
181 positions
#10MBM WEALTH CONSULTANTS, LLCPassive
Notable overlap · 3 shared positions
$KKR$LMT$VLO
$436M
387 positions
#11Operose Advisors LLCActive
Notable overlap · 4 shared positions
$KKR$MCD$MS$VZ
$431M
593 positions
#12Buska Wealth Management, LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$KO
$249M
74 positions
#13Wealth Advisory Team LLC
Notable overlap · 3 shared positions
$KKR$MCD$DUK
$113M
39 positions
#14Western Pacific Wealth Management, LPActive
Notable overlap · 3 shared positions
$KKR$HUM$MPC
$98M
197 positions
#15Financially in Tune, LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$UNIT
$116M
77 positions
#16Wolff Financial Management LLCActive
Notable overlap · 7 shared positions
$KKR$MS$MCD$HUM$UNIT$VZ
$453M
103 positions
#17Juno Financial Group LLCActive
Notable overlap · 5 shared positions
$KKR$HUM$LMT$PM$MO
$255M
70 positions
#18Catalyst Investment Management LLCPassive
Notable overlap · 5 shared positions
$KKR$MS$HUM$KO$LMT
$90M
65 positions
#19White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$KKR$HUM$UNIT$PM
$721M
145 positions
#20PARAGON FINANCIAL PARTNERS, INC.Active
Notable overlap · 5 shared positions
$KKR$MCD$PM$MO$HUM
$177M
77 positions
#21Investment Advisory Group, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$MS
$393M
194 positions
#22Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$KKR$VZ$MCD
$462M
228 positions
#23Talisman Wealth Advisors LLCPassive
Notable overlap · 6 shared positions
$KKR$MS$HUM$KO$MCD$LMT
$124M
101 positions
#24GSG Advisors LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$MS
$385M
137 positions
#25DAGCO, INC.Passive
Notable overlap · 4 shared positions
$KKR$MS$HUM$SLV
$461M
353 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.