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 Marquette Asset ,

13F Portfolio OverlapQ1 2026Marquette Asset , portfolio →

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Most similar hedge funds by 13F overlap

Marquette Asset Management, LLC is an institutional investor managing $779M across 831 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 Marquette Asset , are Mason Investment Advisory Services,, RED LIGHTHOUSE INVESTMENT ,, KEB ASSET ,, with shared positions in $AMN, $MDY, $KKR, $SCHW, $MAR, $EPAM. The full ranking of 25 similar funds is below.

#1Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 4 shared positions

$AMN $MDY $KKR $SCHW

$2.2B

79 positions

#2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$AMN $MDY $MAR $SCHW

$296M

80 positions

#3KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $MAR $EPAM $IBM $MKL

$522M

97 positions

#4SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$AMN $HSY $MAR

$566M

73 positions

#5DEFINE FINANCIAL, LLCSmart money

Notable overlap · 5 shared positions

$AMN $MAR $MKL $MSI $SCHW

$184M

41 positions

#6Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$AMN $EPAM $MKL $SCHW

$931M

518 positions

#7Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $VZ

$1.3B

175 positions

#8RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $SCHW

$1.0B

113 positions

#9HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $SCHW

$213M

81 positions

#10WMG Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $VZ

$240M

100 positions

#11Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$AMN $MAR $SCHW

$378M

1,730 positions

#12POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 3 shared positions

$AMN $EPAM $XEL

$127M

130 positions

#13Burton Enright WelchActive

Notable overlap · 3 shared positions

$AMN $EXPD $SCHW

$736M

134 positions

#14Parkshore Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $IBM $MSI

$299M

69 positions

#15Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $IBM $SCHW

$233M

676 positions

#16TCI Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$AMN $IBM $SCHW

$1.9B

251 positions

#17ENZI WEALTHActive

Notable overlap · 3 shared positions

$AMN $IBM $SCHW

$288M

71 positions

#18Oak Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $MKL $SCHW

$182M

57 positions

#19Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $MKL $SCHW

$1.5B

686 positions

#20Private Wealth Management Group, LLCPassive

Notable overlap · 5 shared positions

$AMN $MAR $EPAM $IBM $VZ

$381M

1,426 positions

#21Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$AMN $HSY $KKR $MAR

$302M

51 positions

#22Flagstone Financial ManagementSmart money

Notable overlap · 4 shared positions

$AMN $MKL $VZ $SCHW

$403M

71 positions

#23Truepoint, Inc.Active

Notable overlap · 6 shared positions

$AMN $MAR $EPAM $MKL $SCHW $MDY

$4.5B

148 positions

#24Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $MAR

$379M

67 positions

#25Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 3 shared positions

$AMN $MKL $SCHW

$503M

198 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.