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 MARVIN & PALMER ASSOCIATES

13F Portfolio OverlapQ1 2026MARVIN & PALMER ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

MARVIN & PALMER ASSOCIATES INC is an institutional investor managing $84M across 21 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 MARVIN & PALMER ASSOCIATES are Minneapolis Portfolio Group,, Raub Brock, South Street Advisors, with shared positions in $BKR, $DE, $PH, $NEM, $TJX, $AME. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$BKR $DE $PH $NEM

$942M

33 positions

#2Raub Brock Capital Management LPActive

Notable overlap · 3 shared positions

$TJX $PH $AME

$395M

43 positions

#3South Street Advisors LLCActive

Notable overlap · 3 shared positions

$APH $PWR $TJX

$690M

83 positions

#4Port Capital LLCActive

Notable overlap · 3 shared positions

$AME $APH $PH

$2.2B

82 positions

#5CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$APH $PWR $PH $AME

$405M

73 positions

#6HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$TJX $APH $NEE

$407M

49 positions

#7Rock Point Advisors, LLCPassive

Notable overlap · 3 shared positions

$C $TJX $NEE

$370M

118 positions

#8Wilkinson Global Asset Management LLCActive

Notable overlap · 3 shared positions

$TJX $DE $PH

$1.3B

60 positions

#9AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$APH $TJX $NEE $C

$1.4B

114 positions

#10Cambridge Financial Group, Inc.Active

Notable overlap · 3 shared positions

$VLO $TJX $C

$267M

33 positions

#11James Hambro & Partners LLPActive

Notable overlap · 3 shared positions

$AME $APH $TJX

$2.6B

57 positions

#12Ayrshire Capital Management LLCPassive

Notable overlap · 3 shared positions

$TJX $APH $AME

$193M

50 positions

#13RE ADVISERS CORPActive

Notable overlap · 4 shared positions

$PH $DE $C $TJX

$3.7B

111 positions

#14DJE Kapital AGActive

Notable overlap · 5 shared positions

$NEE $TJX $NEM $PWR $CCJ

$4.5B

113 positions

#15JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$TJX $APH $AME

$696M

70 positions

#16Orion Investment CoActive

Notable overlap · 4 shared positions

$PH $NEE $CCJ $NEM

$315M

69 positions

#17Cartenna Capital, LPPassive

Notable overlap · 3 shared positions

$AME $PH $APH

$2.7B

47 positions

#18SMA Capital LLCPassive

Notable overlap · 3 shared positions

$AME $PH $APH

$232M

95 positions

#19First Long Island Investors, LLCActive

Notable overlap · 3 shared positions

$PH $APH $NEE

$1.2B

70 positions

#20Robbins FarleyPassive

Notable overlap · 3 shared positions

$TJX $NEE $PWR

$226M

143 positions

#21Renaissance Investment Group LLCPassive

Notable overlap · 4 shared positions

$TJX $NEE $CCJ $NEM

$465M

81 positions

#22CAMDEN NATIONAL BANKPassive

Notable overlap · 4 shared positions

$PWR $TJX $NEE $DE

$739M

164 positions

#23Axecap Investments, LLCPassive

Notable overlap · 3 shared positions

$VLO $TJX $C

$145M

69 positions

#24Birch Hill Investment Advisors LLCActive

Notable overlap · 3 shared positions

$TJX $APH $NEE

$2.2B

195 positions

#25Sierra Legacy GroupPassive

Notable overlap · 3 shared positions

$TJX $AME $APH

$131M

77 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.