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Hedge Funds Similar to Merrion Investment ,

13F Portfolio OverlapQ1 2026Merrion Investment , portfolio →
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Most similar hedge funds by 13F overlap

Merrion Investment Management Co, LLC is an institutional investor managing $211M across 106 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 Merrion Investment , are BECK ,, BERKSHIRE, Gunderson, with shared positions in $CCJ, $VRT, $GEV, $GLW, $GSAT, $MU. The full ranking of 25 similar funds is below.

#1BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$CCJ$VRT$GEV$GLW$GSAT$MU
$437M
115 positions
#2BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$ECHO$VRT$GLW$GEV
$277M
114 positions
#3Gunderson Capital Management Inc.Passive
Notable overlap · 5 shared positions
$CCJ$GEV$HAL$MU$GE
$239M
46 positions
#4Telemark Asset Management, LLCActive
Notable overlap · 5 shared positions
$CCJ$GLW$HAL$BWXT$BKR
$1.1B
53 positions
#5Pennant Investors, LPActive
Notable overlap · 3 shared positions
$ECHO$VRT$GEV
$361M
17 positions
#6Main Street Research LLCActive
Notable overlap · 4 shared positions
$GLW$CCJ$GEV$MU
$1.7B
148 positions
#7BLUE JEAN FINANCIAL LLCPassive
Notable overlap · 5 shared positions
$VRT$GEV$CCJ$MU$GE
$121M
68 positions
#8Terra Nova Asset Management LLCPassive
Notable overlap · 4 shared positions
$CCJ$GEV$VRT$GE
$135M
83 positions
#9Chescapmanager LLCActive
Notable overlap · 3 shared positions
$CCJ$VRT$BWXT
$1.1B
28 positions
#10Mraz, Amerine & Associates, Inc.Active
Notable overlap · 6 shared positions
$JEF$CNQ$HAL$NE$NMM$VTS
$678M
190 positions
#11ARS Investment Partners, LLCActive
Notable overlap · 4 shared positions
$GEV$VRT$MPC$MU
$1.9B
182 positions
#12REAVES W H & CO INCActive
Notable overlap · 5 shared positions
$GEV$CCJ$GLW$CEG$MPC
$6.0B
90 positions
#13HARTLINE INVESTMENT CORP/Active
Notable overlap · 4 shared positions
$VRT$GLW$GEV$CEG
$909M
112 positions
#14Retireful, LLCPassive
Some overlap · 5 shared positions
$GLW$VRT$GEV$MU$BKR
$71M
84 positions
#15Atika Capital Management LLCActive
Some overlap · 4 shared positions
$ECHO$VRT$BWXT$GE
$796M
60 positions
#16Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$VRT$GEV$MPC
$208M
63 positions
#17Goehring & Rozencwajg Associates, LLCActive
Some overlap · 3 shared positions
$CCJ$CNQ$NE
$1.9B
43 positions
#18Rithm Capital Corp.Active
Some overlap · 4 shared positions
$VRT$GEV$CEG$BWXT
$67M
38 positions
#19Virtus Wealth Solutions LLCActive
Some overlap · 4 shared positions
$VRT$GEV$MU$GLW
$525M
54 positions
#20Hosking Partners LLPActive
Some overlap · 6 shared positions
$MPC$GLW$MU$AIG$MGM$NE
$2.8B
99 positions
#21THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VRT$GEV$MU$GE
$558M
43 positions
#22Telligent Fund, LPActive
Some overlap · 4 shared positions
$VRT$GEV$MU$GE
$94M
24 positions
#23JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 5 shared positions
$VRT$GEV$GLW$MU$GE
$477M
129 positions
#24CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$GEV$CEG$GE
$1.3B
118 positions
#25MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$CCJ$HAL$MU$BWXT
$115M
98 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.