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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 Forza Wealth, Stonebridge Financial Group, Strategic Wealth Advisors, with shared positions in $IAU, $AFL, $GD. The full ranking of 3 similar funds is below.

#1Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$AFL$GD
$326M
194 positions
#2Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$IAU$AFL$GD
$1.3B
275 positions
#3Strategic Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$IAU$AFL$GD
$117M
260 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.