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 MARIETTA INVESTMENT PARTNERS

13F Portfolio OverlapQ1 2026MARIETTA INVESTMENT PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

MARIETTA INVESTMENT PARTNERS LLC is an institutional investor managing $499M across 161 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 MARIETTA INVESTMENT PARTNERS are Winslow ,, Dorsey Wright & Associates, Transamerica Financial Advisors,, with shared positions in $GEV, $PLTR, $HWM, $TT, $ASML, $PH. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive

Notable overlap · 10 shared positions

$GEV $PLTR $HWM $TT $ASML $PH

$25.6B

60 positions

#2Dorsey Wright & AssociatesPassive

Notable overlap · 8 shared positions

$HWM $GEV $PLTR $APH $FTI $FIX

$807M

158 positions

#3Transamerica Financial Advisors, LLCPassive

Notable overlap · 9 shared positions

$GEV $APH $HWM $PLTR $FIX $FTI

$1.2B

1,940 positions

#4Benchmark Investment Advisors LLCPassive

Notable overlap · 9 shared positions

$ANET $PLTR $APH $ASML $SPOT $FIX

$172M

76 positions

#5Passumpsic Savings Bank

Notable overlap · 7 shared positions

$ANET $GEV $HWM $APH $PH $__PARK_1390777

$183M

90 positions

#6Bosman Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$GEV $ANET $PLTR $BE $FTI $FIX

$114M

52 positions

#7Telligent Fund, LPActive

Notable overlap · 5 shared positions

$ANET $HWM $GEV $PLTR $APH

$94M

24 positions

#8Legacy Bridge, LLCPassive

Notable overlap · 7 shared positions

$GEV $ANET $PLTR $ETN $PH $ASML

$262M

320 positions

#9Williamson Legacy Group, LLCPassive

Notable overlap · 7 shared positions

$HWM $GEV $BE $FTI $__PARK_1390777 $TPR

$133M

81 positions

#10Cartenna Capital, LPPassive

Notable overlap · 8 shared positions

$TT $AME $APH $ASML $ETN $PH

$2.7B

47 positions

#11Terra Nova Asset Management LLCPassive

Notable overlap · 7 shared positions

$HWM $GEV $GWW $FTI $MCK $PH

$135M

83 positions

#12NWK Group, Inc.Active

Notable overlap · 7 shared positions

$HWM $ANET $GEV $FIX $__PARK_1390777 $LRCX

$261M

66 positions

#13ITHAKA GROUP LLCActive

Notable overlap · 6 shared positions

$ANET $HWM $PLTR $APH $MELI $GEV

$482M

38 positions

#14Covenant Asset Management, LLCPassive

Notable overlap · 6 shared positions

$HWM $GEV $ASML $ANET $PLTR $SPOT

$664M

165 positions

#15CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 6 shared positions

$BE $GEV $PLTR $ASML $MCK $BAC

$60M

36 positions

#16FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$ANET $GEV $FTI $MCK $TPR $BMY

$444M

52 positions

#17NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 7 shared positions

$BE $HWM $PLTR $FIX $GEV $LRCX

$960M

326 positions

#18Paragon Advisors, LLCActive

Notable overlap · 8 shared positions

$ANET $ASML $PLTR $APH $FIX $MELI

$371M

76 positions

#19Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$GEV $PLTR $APH $ASML $FIX $LRCX

$65M

34 positions

#20RENAISSANCE GROUP LLCPassive

Notable overlap · 7 shared positions

$ANET $APH $GWW $MCK $FIX $TPR

$2.4B

234 positions

#21DSM CAPITAL PARTNERS LLCActive

Notable overlap · 7 shared positions

$ANET $HWM $GEV $SPOT $MELI $ASML

$5.7B

44 positions

#22CONGRESS ASSET MANAGEMENT CO /MAPassive

Notable overlap · 7 shared positions

$ANET $HWM $GEV $ETN $PH $APH

$14.0B

417 positions

#23KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 8 shared positions

$HWM $FIX $TT $MCK $APH $TPR

$194M

99 positions

#24VestGen Investment ManagementPassive

Some overlap · 7 shared positions

$GEV $APH $PLTR $FIX $FTI $__PARK_1390777

$181M

216 positions

#25SHUTTLEWORTH & CoPassive

Some overlap · 6 shared positions

$ANET $PLTR $APH $ETN $MCK $FAST

$111M

52 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.