Hedge Funds Similar to Mariner,

13F Portfolio OverlapQ1 2026Mariner, portfolio →

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Most similar hedge funds by 13F overlap

Mariner, LLC is an institutional investor managing $85.7B across 3,545 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 Mariner, are 1248 ,, First National Advisers,, MOTCO, with shared positions in $APO, $GLW, $GEV, $SCHW, $AMGN, $MS. The full ranking of 25 similar funds is below.

#11248 Management, LLCActive

Slight overlap · 5 shared positions

$APO $GLW $GEV $SCHW $AMGN

$216M

146 positions

#2First National Advisers, LLCPassive

Slight overlap · 5 shared positions

$GLW $SCHW $AMGN $MS $NEE

$683M

239 positions

#3MOTCOPassive

Slight overlap · 4 shared positions

$APO $GLW $SCHW $NEE

$1.1B

598 positions

#4CapWealth Advisors, LLCActive

Slight overlap · 4 shared positions

$GLW $GEV $AMGN $NEE

$1.3B

118 positions

#5Estabrook Capital ManagementPassive

Slight overlap · 4 shared positions

$GLW $GEV $AMGN $NEE

$685M

380 positions

#6PATRON PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$GLW $GEV $AMGN $NEE

$226M

185 positions

#7Financial Sense Advisors, Inc.Passive

Slight overlap · 4 shared positions

$GLW $GEV $AMGN $NEE

$493M

142 positions

#8Winthrop Partners - WNY, LLCPassive

Slight overlap · 4 shared positions

$GLW $APO $SCHW $NEE

$188M

87 positions

#9HARTLINE INVESTMENT CORP/Active

Slight overlap · 4 shared positions

$GLW $GEV $MS $NEE

$909M

112 positions

#10Xcel Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$GLW $GEV $MS $NEE

$362M

133 positions

#11NCM Capital Management, LLCPassive

Slight overlap · 4 shared positions

$GLW $GEV $MS $NEE

$279M

185 positions

#12ARGENT CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$APO $SCHW $AMGN $NEE

$3.2B

158 positions

#13Directional Asset ManagementPassive

Slight overlap · 4 shared positions

$GLW $SCHW $AMGN $MS

$109M

90 positions

#14Family Legacy, Inc.Passive

Slight overlap · 4 shared positions

$GEV $SCHW $AMGN $MS

$333M

124 positions

#15Aureus Asset Management, LLCPassive

Slight overlap · 4 shared positions

$APO $SCHW $MS $NEE

$1.5B

225 positions

#16Stonebridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$GLW $AMGN $MS $NEE

$1.2B

262 positions

#17New England Research & Management, Inc.Passive

Slight overlap · 4 shared positions

$GEV $AMGN $MS $NEE

$237M

143 positions

#18DOPKINS WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$GEV $SCHW $NEE $GLW

$249M

92 positions

#19Advisors Asset Management, Inc.Passive

Slight overlap · 4 shared positions

$GLW $AMGN $GEV $NEE

$6.0B

1,451 positions

#20HARBOR INVESTMENT ADVISORY, LLCPassive

Slight overlap · 4 shared positions

$SCHW $AMGN $MS $GEV

$1.3B

1,233 positions

#21Beirne Wealth Consulting Services, LLCActive

Slight overlap · 4 shared positions

$APO $SCHW $GLW $AMGN

$354M

105 positions

#22Alhambra Investment Partners LLCPassive

Slight overlap · 4 shared positions

$SCHW $AMGN $MS $NEE

$217M

176 positions

#23EDGAR LOMAX CO/VAActive

Slight overlap · 4 shared positions

$SCHW $AMGN $MS $NEE

$1.4B

56 positions

#24Siemens Fonds Invest GmbHPassive

Slight overlap · 4 shared positions

$AMGN $GEV $MS $NEE

$1.7B

548 positions

#25Accuvest Global AdvisorsPassive

Slight overlap · 3 shared positions

$APO $GEV $SCHW

$107M

57 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.