13F Pro

Hedge Funds Similar to MARATHON

13F Portfolio OverlapQ2 2026MARATHON portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MARATHON CAPITAL MANAGEMENT is an institutional investor managing $494M across 187 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 MARATHON are Silver Lake Advisory, Tufton, LAWOOD, with shared positions in $GLW, $MET, $O, $QCOM, $DHR, $CB. The full ranking of 25 similar funds is below.

#1Silver Lake Advisory, LLCPassive
Notable overlap · 3 shared positions
$GLW$MET$O
$280M
109 positions
#2Tufton Capital ManagementPassive
Notable overlap · 4 shared positions
$GLW$QCOM$DHR$CB
$596M
127 positions
#3LAWOOD & COPassive
Some overlap · 3 shared positions
$GLW$MET$QCOM
$148M
95 positions
#4Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$BLDR$QCOM
$399M
113 positions
#5VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$GLW$AZN$ZS
$530M
83 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$GLW$AZN$DHR$WTW
$118M
56 positions
#7Evergreen Quality Fund GP, Ltd.Active
Some overlap · 3 shared positions
$GLW$QCOM$B
$6.2B
43 positions
#8Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GLW$QCOM$ZTS
$1.1B
34 positions
#9SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$QCOM$MET$O
$1.7B
315 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$GLW$QCOM$CB$FANG
$515M
142 positions
#11TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$GLW$CB$O
$1.3B
226 positions
#12LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$ALSN$CB
$17.5B
169 positions
#13WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$GLW$TTI$NVO
$448M
302 positions
#14Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$GLW$CB$DHR$ZTS
$202M
87 positions
#15Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$TROW$O$QCOM$DOC
$112M
63 positions
#16Oakmont Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$GLW$QCOM$NVO
$144M
115 positions
#17Evelyn Partners Investment Management Services Ltd
Some overlap · 4 shared positions
$AZN$CEF$CB$ZTS
$850M
281 positions
#18Evelyn Partners Investment Management LLP
Some overlap · 4 shared positions
$AZN$CEF$CB$ZTS
$3.7B
410 positions
#19Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$GLW$ZS$QCOM
$131M
63 positions
#20AIMZ Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TROW$AZN$QCOM$ZTS
$363M
153 positions
#21Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$TROW$MET$QCOM
$274M
58 positions
#22KDT Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$QCOM$AZN
$72M
73 positions
#23OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AZN$QCOM$NVO$GLW
$391M
111 positions
#24VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLW$QCOM$NVO
$1.1B
146 positions
#25MUFG Securities EMEA plcActive
Some overlap · 4 shared positions
$AZN$B$GLW$DHR
$9.5B
575 positions

Compare MARATHON’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MARATHON’s holdings

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.