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Hedge Funds Similar to Marathon Strategic Advisors,

13F Portfolio OverlapQ1 2026Marathon Strategic Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Marathon Strategic Advisors, LLC is an institutional investor managing $177M across 50 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 Marathon Strategic Advisors, are FIDELIS iM,, Melone Private Wealth,, BLUELINE ADVISORS, with shared positions in $WT, $SCHW, $COP, $GMM, $INTC, $AEP. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$WT$SCHW$COP
$264M
25 positions
#2Melone Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$GMM$INTC
$245M
60 positions
#3BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$WT$SCHW$COP$AEP
$129M
217 positions
#4McNamara Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$GMM$WT$TT$SCHW
$528M
99 positions
#5Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$GMM$SYK$WT
$214M
199 positions
#6WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$WT$SCHW$COP$GMM
$508M
107 positions
#7Transcendent Capital Group LLCPassive
Notable overlap · 3 shared positions
$WT$SCHW$COP
$219M
112 positions
#8Tranquilli Financial Advisor LLCPassive
Notable overlap · 3 shared positions
$SCHW$GMM$COP
$171M
132 positions
#9Avantyr Capital Partners, LPActive
Notable overlap · 3 shared positions
$SCHW$INTC$LIN
$2.1B
22 positions
#10KFG WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GMM$DUK$IBM
$774M
216 positions
#11Fairway Wealth LLCPassive
Notable overlap · 3 shared positions
$WT$SCHW$COP
$379M
192 positions
#12Royal Palms Capital LLCPassive
Notable overlap · 4 shared positions
$INTC$SCHW$PPL$IBM
$101M
50 positions
#13Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$SCHW$GMM$WT
$255M
49 positions
#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 4 shared positions
$WT$GMM$SCHW$BAR
$206M
97 positions
#15David Kennon IncSmart money
Notable overlap · 3 shared positions
$SCHW$GMM$WT
$279M
41 positions
#16Financial Gravity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$WT$GMM$SYK
$562M
973 positions
#17Schoolcraft Capital LLCActive
Notable overlap · 3 shared positions
$SCHW$WT$SYK
$516M
65 positions
#18WealthPoint Financial, LLCPassive
Some overlap · 4 shared positions
$WT$GMM$COP$DUK
$115M
117 positions
#19CGN Advisors LLCPassive
Some overlap · 4 shared positions
$WT$GMM$DUK$MCK
$1.3B
317 positions
#20CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$PSX$IBM
$971M
146 positions
#21Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$GMM$WT$COP
$509M
132 positions
#22Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$WT$SCHW$GMM$IBM
$589M
138 positions
#23Northeast Financial Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$COP$GMM$PPL
$404M
90 positions
#24McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$WT$SCHW$ROK$SYK
$885M
121 positions
#25Trilogy Capital Inc.Passive
Some overlap · 5 shared positions
$WT$SCHW$GMM$DUK$COP
$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.