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 Marmo Financial Group,

13F Portfolio OverlapQ1 2026Marmo Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Marmo Financial Group, LLC is an institutional investor managing $202M across 38 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 Marmo Financial Group, are Silver Coast Investments, Marotta Asset, Discipline Wealth Solutions,, with shared positions in $UNIT, $SNOW, $HSY, $AFL, $GD, $IAU. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $HSY $AFL

$313M

119 positions

#2Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$UNIT $SNOW $GD

$543M

103 positions

#3Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $IAU $SLV

$950M

192 positions

#4Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $IAU $TMO

$171M

106 positions

#5Clear Retirement Advice LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $IAU

$127M

54 positions

#6Rodgers & Associates, LTDActive

Notable overlap · 3 shared positions

$UNIT $SLV $SNOW

$982M

101 positions

#7North Forty Two & Co.Passive

Notable overlap · 4 shared positions

$HSY $SNOW $IAU $SLV

$108M

97 positions

#8Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $UNIT $IAU

$1.1B

121 positions

#9SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$UNIT $SNOW $IAU $GD

$152M

119 positions

#10Certified Advisory CorpPassive

Notable overlap · 4 shared positions

$SNOW $XYZ $SLV $AFL

$1.1B

318 positions

#11ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $XYZ $AFL

$353M

75 positions

#12CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $HSY $GD

$156M

80 positions

#13rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $UNIT $SLV

$231M

65 positions

#14Weinberger Asset Management, IncActive

Notable overlap · 3 shared positions

$UNIT $IAU $XYZ

$267M

92 positions

#15MATHER GROUP, LLC.Active

Notable overlap · 3 shared positions

$SNOW $UNIT $AFL

$10.0B

1,896 positions

#16Zhang Financial LLCActive

Notable overlap · 3 shared positions

$SNOW $UNIT $IAU

$2.9B

367 positions

#17Plum Street Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $IAU $TMO

$289M

98 positions

#18TME FINANCIAL, INC.Passive

Notable overlap · 3 shared positions

$UNIT $IAU $SNOW

$144M

65 positions

#19Nabity-Jensen Investment Management IncActive

Notable overlap · 3 shared positions

$UNIT $SNOW $GD

$144M

70 positions

#20O'ROURKE & COMPANY, IncPassive

Notable overlap · 4 shared positions

$SNOW $UNIT $HSY $SLV

$253M

171 positions

#21CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$UNIT $SLV $IAU

$149M

96 positions

#22STEPHEN J. GARRY & ASSOCIATES, LLCActive

Some overlap · 5 shared positions

$SNOW $SLV $IAU $HSY $DIA

$124M

51 positions

#23Jacobsen Capital ManagementActive

Some overlap · 3 shared positions

$UNIT $SNOW $TMO

$296M

124 positions

#24Black Diamond Financial, LLCActive

Some overlap · 3 shared positions

$SNOW $UNIT $SLV

$916M

185 positions

#25Cornerstone Planning Group LLCPassive

Some overlap · 3 shared positions

$SNOW $SLV $IAU

$749M

1,818 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.