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Hedge Funds Similar to MARK ASSET

13F Portfolio OverlapQ1 2026MARK ASSET portfolio →
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Most similar hedge funds by 13F overlap

MARK ASSET MANAGEMENT LP is an institutional investor managing $1.1B across 37 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 MARK ASSET are BERKSHIRE, MARSICO, Newport Company,, with shared positions in $GEV, $ARM, $ASML, $GLW, $BA, $GE. The full ranking of 25 similar funds is below.

#1BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$GEV$ARM$ASML$GLW
$277M
114 positions
#2MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GEV$BA$ASML$GE
$3.4B
65 positions
#3Newport Trust Company, LLCSmart money
Notable overlap · 5 shared positions
$BA$GEV$GE$DIS$COF
$40.7B
64 positions
#4Gunderson Capital Management Inc.Passive
Notable overlap · 5 shared positions
$GEV$ARM$ASML$GE$MU
$239M
46 positions
#5Westend Capital Management, LLCPassive
Notable overlap · 5 shared positions
$BA$ASML$ARM$GE$SCHW
$333M
254 positions
#6Tensor Edge Capital, LLCActive
Notable overlap · 3 shared positions
$ARM$ASML$MU
$582M
17 positions
#7Symmetry Investments LPActive
Notable overlap · 6 shared positions
$BA$ASML$GEV$GLW$GE$MU
$913M
122 positions
#8HOERTKORN RICHARD CHARLESActive
Notable overlap · 6 shared positions
$GEV$BA$GE$PSKY$SCHW$DIS
$122M
75 positions
#9Codex Capital Asset Management L.L.C.Active
Notable overlap · 3 shared positions
$GEV$BA$GE
$259M
31 positions
#1011 Capital Partners LPActive
Notable overlap · 3 shared positions
$GEV$ASML$GE
$348M
20 positions
#11Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$BA$ASML$GE
$199M
20 positions
#12TRAN CAPITAL MANAGEMENT, L.P.Active
Notable overlap · 3 shared positions
$ARM$GEV$MLM
$728M
71 positions
#13THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GEV$GE$MU$HUT
$558M
43 positions
#14CMG Global Holdings, LLCPassive
Notable overlap · 3 shared positions
$BA$GEV$GE
$210M
96 positions
#15COATUE MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$GEV$ASML$CHYM$MU
$29.1B
62 positions
#16TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$GEV$BA$GE$COF$SCHW
$200M
110 positions
#17BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$GEV$GE$ASML$MU$GLW
$437M
115 positions
#18Allen Investment Management, LLCActive
Notable overlap · 4 shared positions
$GEV$BA$ASML$SCHW
$8.1B
221 positions
#19Financial Sense Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BA$GEV$GLW
$493M
142 positions
#20Telligent Fund, LPActive
Notable overlap · 3 shared positions
$GEV$GE$MU
$94M
24 positions
#21RWQ Financial Management Services, Inc.Active
Notable overlap · 3 shared positions
$GEV$GE$MU
$153M
22 positions
#22Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 5 shared positions
$BA$GE$MU$SCHW$COF
$520M
30 positions
#23London & Capital Asset Management LtdActive
Notable overlap · 3 shared positions
$GEV$COF$GE
$9.2B
223 positions
#24Goldstream Capital Management LtdActive
Notable overlap · 3 shared positions
$GEV$ASML$MU
$120M
30 positions
#25BOWEN HANES & CO INCActive
Notable overlap · 5 shared positions
$GEV$ASML$BA$GLW$SCHW
$4.1B
151 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.