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Hedge Funds Similar to Marks Wealth,

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

Marks Wealth, LLC is an institutional investor managing $380M across 12 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 Wealth, are Quantum Financial Planning Services,, Tandem Wealth Advisors, Financial Plan,, with shared positions in $COP, $BA, $ET, $MAR, $BDX. The full ranking of 25 similar funds is below.

#1Quantum Financial Planning Services, Inc.Smart money
Substantial overlap · 3 shared positions
$COP$BA$ET
$278M
53 positions
#2Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$COP$MAR$BA
$224M
47 positions
#3Financial Plan, Inc.Active
Some overlap · 3 shared positions
$COP$BA$MAR
$933M
94 positions
#4FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$COP$MAR$BA
$133M
121 positions
#5CHILDRESS CAPITAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$COP$MAR$ET
$555M
376 positions
#6Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$COP$BDX$MAR
$171M
132 positions
#7RM Financial Services, LLCActive
Some overlap · 3 shared positions
$COP$MAR$BA
$116M
75 positions
#8Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$COP$ET$MAR
$232M
44 positions
#9Novak & Powell Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$COP$MAR$BA
$186M
163 positions
#10Prosperity Advisers, LLCSmart money
Slight overlap · 3 shared positions
$COP$MAR$BA
$120M
39 positions
#11Meriwether Wealth & Planning, LLCActive
Slight overlap · 3 shared positions
$COP$BDX$ET
$183M
126 positions
#12APS Management Group, Inc.Passive
Slight overlap · 3 shared positions
$COP$MAR$BA
$117M
72 positions
#13Rockwood Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$COP$MAR$ET
$1.4B
118 positions
#14Oxbow Advisors, LLCActive
Slight overlap · 3 shared positions
$COP$BA$ET
$1.2B
245 positions
#15MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive
Slight overlap · 3 shared positions
$COP$BDX$BA
$297.5B
946 positions
#16Empire Financial Management Company, LLCPassive
Slight overlap · 3 shared positions
$COP$BA$ET
$442M
211 positions
#17Old North State Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$BDX$MAR$BA$ET
$216M
112 positions
#18TITLEIST ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$COP$MAR$BA
$1.3B
396 positions
#19CVA Family Office, LLCPassive
Slight overlap · 3 shared positions
$MAR$COP$ET
$950M
1,838 positions
#20Ariston Services GroupActive
Slight overlap · 3 shared positions
$BA$ET$COP
$167M
71 positions
#21Westchester Capital Management, Inc.Active
Slight overlap · 3 shared positions
$BDX$BA$COP
$497M
45 positions
#22CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$MAR$BDX$COP
$648M
134 positions
#23Sunrise Financial Services, LLCPassive
Slight overlap · 3 shared positions
$MAR$BA$COP
$141M
622 positions
#24Syntegra Private Wealth Group, LLCActive
Slight overlap · 3 shared positions
$BA$MAR$COP
$1.1B
189 positions
#25Retirement Investment Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$COP$ET$MAR
$1.2B
67 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.