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Hedge Funds Similar to MARATHON

13F Portfolio OverlapQ1 2026MARATHON portfolio →
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Most similar hedge funds by 13F overlap

MARATHON CAPITAL MANAGEMENT is an institutional investor managing $445M across 171 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 MARATHON are FIGURE 8 INVESTMENT STRATEGIES, Silver Lake Advisory,, LAWOOD &, with shared positions in $GLW, $AZN, $WTW, $DHR, $ADBE, $MET. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$GLW$AZN$WTW$DHR$ADBE
$102M
56 positions
#2Silver Lake Advisory, LLCPassive
Some overlap · 3 shared positions
$GLW$MET$O
$252M
103 positions
#3LAWOOD & COPassive
Some overlap · 3 shared positions
$GLW$IBM$MET
$108M
90 positions
#4Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GLW$IBM$ZTS
$942M
33 positions
#5Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$FANG$B
$190M
104 positions
#6NovaPoint Capital, LLCPassive
Some overlap · 3 shared positions
$GLW$IBM$CB
$399M
79 positions
#7FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$GLW$IBM$O
$180M
96 positions
#8WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$GLW$TTI$IBM
$406M
290 positions
#9Evelyn Partners Investment Management Services LtdPassive
Some overlap · 4 shared positions
$AZN$CEF$CB$ZTS
$850M
281 positions
#10Evelyn Partners Investment Management LLPActive
Some overlap · 4 shared positions
$AZN$CEF$CB$ZTS
$3.7B
410 positions
#11Karras Company, Inc.Active
Some overlap · 3 shared positions
$GLW$IBM$DHR
$99M
61 positions
#12Coppell Advisory Solutions LLCActive
Some overlap · 3 shared positions
$AZN$ALSN$ADMA
$170M
39 positions
#13LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$ALSN$CB
$16.2B
167 positions
#14COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$GLW$B$ALSN
$2.4B
303 positions
#15Oppenheimer & Close, LLCPassive
Some overlap · 3 shared positions
$GLW$B$CEF
$159M
56 positions
#16AIMZ Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AZN$TROW$IBM$ADBE
$324M
139 positions
#17Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$TROW$IBM$O
$245M
83 positions
#18CIDEL ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$AZN$WTW$ZTS
$1.8B
436 positions
#19DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$FANG$MET$ZTS$ADBE
$16.0B
187 positions
#20VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$FANG$IBM$DHR
$436M
133 positions
#21WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZN$DHR$CB
$2.1B
122 positions
#22Garton & Associates Financial Advisors LLCPassive
Some overlap · 3 shared positions
$AZN$FIS$IBM
$122M
123 positions
#23J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$IBM$DHR
$705M
60 positions
#24MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$GLW$IBM$DOC
$121M
61 positions
#25MUFG Securities EMEA plcActive
Some overlap · 3 shared positions
$AZN$B$DHR
$6.7B
551 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.