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 Marathon Mission,

13F Portfolio OverlapQ2 2026Marathon Mission, portfolio →

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Most similar hedge funds by 13F overlap

Marathon Mission, Inc. is an institutional investor managing $200M across 57 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Marathon Mission, are RVW Wealth,, Goldenstone Wealth, Boothe Investment Group,, with shared positions in $WT, $SSL, $HLT, $LRCX, $ASML, $VRT. The full ranking of 25 similar funds is below.

#1RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $SSL $HLT

$1.3B

176 positions

#2Goldenstone Wealth Management LLCActive

Notable overlap · 6 shared positions

$WT $LRCX $ASML $VRT $MRVL $AMD

$137M

89 positions

#3Boothe Investment Group, Inc.Active

Notable overlap · 5 shared positions

$WT $IBM $PNC $VRT $AMD

$311M

40 positions

#4Phillip James Consulting Co.Passive

Notable overlap · 4 shared positions

$WT $LRCX $SCHW $AMD

$132M

378 positions

#5Quattro Advisors LLCActive

Notable overlap · 4 shared positions

$WT $PNC $SCHW $AMD

$115M

51 positions

#6MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $LRCX $IBM

$1.3B

143 positions

#7Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SCHW $IBM

$313M

138 positions

#8IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $PNC $VRT $AMD

$446M

95 positions

#9MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $PNC $IBM

$240M

234 positions

#10AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $SCHW $NTRB

$206M

97 positions

#11WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $LRCX $VRT

$219M

78 positions

#12Waterway Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $ETN $HLT

$452M

90 positions

#13CLG LLCActive

Notable overlap · 3 shared positions

$WT $IBM $LRCX

$403M

134 positions

#14ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $IBM $ATI

$524M

258 positions

#15Serenus Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$WT $NTRB $AMD $IBM

$501M

68 positions

#16Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $SCHW $IBM

$293M

107 positions

#17Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $NTRB $ASML

$1.2B

177 positions

#18Grey Ledge Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $IBM $GD $AMD

$443M

239 positions

#19Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $ETN $LRCX

$462M

53 positions

#20Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $SCHW $LRCX

$736M

187 positions

#21Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HLT $SCHW

$277M

118 positions

#22Family Legacy Financial Solutions, LLCActive

Notable overlap · 4 shared positions

$WT $VRT $MRVL $AMD

$124M

44 positions

#23KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $TXT $NTRB

$743M

262 positions

#24Garrett Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $PNC $LRCX $GD

$562M

134 positions

#25Trilogy Capital Inc.Passive

Notable overlap · 3 shared positions

$WT $SCHW $VRT

$2.3B

390 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.