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Hedge Funds Similar to Marks Group Wealth ,

13F Portfolio OverlapQ1 2026Marks Group Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Marks Group Wealth Management, Inc is an institutional investor managing $1.0B across 337 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 Marks Group Wealth , are Running Oak, Michael Brady & ,, ROFFMAN MILLER ASSOCIATES /PA/, with shared positions in $RSG, $ICE, $SYK, $HON, $TJX, $NVT. The full ranking of 25 similar funds is below.

#1Running Oak Capital LLCPassive
Notable overlap · 21 shared positions
$RSG$ICE$SYK$HON$TJX$NVT
$741M
55 positions
#2Michael Brady & Co., LLCActive
Some overlap · 8 shared positions
$GE$CRM$HON$TJX$ETN$PH
$100M
54 positions
#3ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 7 shared positions
$SYK$ICE$HON$TJX$APD$AME
$1.7B
86 positions
#4DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$RSG$SYK$UNH$CRM$APD$ETN
$117M
106 positions
#5EagleClaw Capital Managment, LLCActive
Some overlap · 7 shared positions
$ICE$TJX$APD$ETN$PH$UNP
$714M
145 positions
#6Port Capital LLCActive
Some overlap · 7 shared positions
$ICE$ETN$PH$AME$TDY$GGG
$2.2B
82 positions
#7Kensington Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$RSG$UNH$HON$AME$GD$UNP
$208M
83 positions
#8Foyston, Gordon, & Payne IncPassive
Some overlap · 6 shared positions
$UNH$CRM$BDX$HON$GWW$UNP
$434M
67 positions
#9Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$ICE$SYK$APD$PH$GD$UNP
$581M
245 positions
#10SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$SYK$UNH$HON$ICE$GWW$UNP
$595M
212 positions
#11GHP Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$TJX$EME$CW$AME$TDY$PH
$2.4B
1,437 positions
#12Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$ICE$SYK$GE$BDX$APD
$255M
78 positions
#13Cohen Capital Management, Inc.Passive
Some overlap · 6 shared positions
$SYK$UNH$TDY$UNP$CRM$DRI
$644M
154 positions
#14CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$SYK$APD$GWW$PH$IR$AME
$405M
73 positions
#15HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$ICE$HON$TJX$SYK$GD$UNP
$1.5B
477 positions
#16RE ADVISERS CORPActive
Some overlap · 6 shared positions
$UNH$HON$TJX$ETN$PH$CACI
$3.7B
111 positions
#17Invera Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ICE$TJX$ETN$APD$DRI$UNP
$156M
98 positions
#18Ayrshire Capital Management LLCPassive
Some overlap · 5 shared positions
$RSG$ICE$TJX$ETN$AME
$193M
50 positions
#19Haverford Trust CoActive
Some overlap · 6 shared positions
$HON$TJX$APD$SYK$ETN$NVT
$10.9B
419 positions
#20FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$RSG$SYK$WT$PH$UNP
$354M
66 positions
#21Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$SYK$UNH$CRM$HON$APD
$175M
134 positions
#22FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$HON$TJX$SYK$PH$IR$ETN
$7.3B
406 positions
#23Retireful, LLCPassive
Some overlap · 6 shared positions
$HON$NVT$CW$WT$TDY$PH
$71M
84 positions
#24Cumberland Partners LtdPassive
Some overlap · 6 shared positions
$UNH$TJX$ETN$AME$UNP$PH
$1.3B
157 positions
#25Tandem Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$RSG$ICE$SYK$BDX
$2.0B
83 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.