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Hedge Funds Similar to ASSETMARK

13F Portfolio OverlapQ2 2026ASSETMARK portfolio →
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Most similar hedge funds by 13F overlap

ASSETMARK, INC is an institutional investor managing $58.2B across 3,558 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 ASSETMARK are Center For Asset, Strategic Investment Advisors / MI, Sanchez Gaunt, with shared positions in $KLAC, $UTHR, $SYF, $NEM, $FOX, $T. The full ranking of 25 similar funds is below.

#1Center For Asset Management LLCPassive
Notable overlap · 17 shared positions
$KLAC$UTHR$SYF$NEM$FOX$T
$225M
151 positions
#2Strategic Investment Advisors / MIActive
Notable overlap · 16 shared positions
$KLAC$SYF$UTHR$NEM$T$MO
$1.7B
398 positions
#3Sanchez Gaunt Capital Management, LLCPassive
Notable overlap · 10 shared positions
$UTHR$SYF$NEM$FOX$WDC$T
$179M
189 positions
#4TFB Advisors LLCPassive
Notable overlap · 9 shared positions
$UTHR$SYF$NEM$WDC$T$FOX
$227M
190 positions
#5REXFORD CAPITAL INCPassive
Some overlap · 7 shared positions
$KLAC$WDC$UAL$MO$RCL$PM
$163M
301 positions
#6LSV ASSET MANAGEMENTActive
Some overlap · 8 shared positions
$T$MO$EXEL$VZ$UAL$NEM
$55.1B
889 positions
#7WINNOW WEALTH LLCPassive
Some overlap · 6 shared positions
$UTHR$FOX$MO$EXEL$VZ$CF
$147M
137 positions
#8Pacer Advisors, Inc.Passive
Some overlap · 7 shared positions
$NEM$T$MO$VZ$UAL$QCOM
$39.3B
2,614 positions
#9Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$KLAC$MO$WDC$VZ$PM$QCOM
$259M
118 positions
#10Summit Street Capital Management, LLCActive
Some overlap · 4 shared positions
$KLAC$UTHR$FOX$CF
$713M
31 positions
#11McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$KLAC$T$MO$VZ$EIX
$254M
87 positions
#12Board of the Pension Protection FundPassive
Some overlap · 5 shared positions
$SYF$FOX$UAL$CFG$EIX
$105M
110 positions
#13WINCAP FINANCIAL LLCPassive
Some overlap · 4 shared positions
$KLAC$SYF$T$QCOM
$185M
91 positions
#14UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$WDC$MO$UTHR$VZ$CFG$SCHW
$863M
423 positions
#15SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$UTHR$EXEL$QCOM
$757M
193 positions
#16PCB Capital LLCPassive
Some overlap · 5 shared positions
$KLAC$T$VZ$PM$WSM
$82M
114 positions
#17Lifestyle Asset Management, Inc.Active
Some overlap · 5 shared positions
$UTHR$WDC$EXEL$NEM$KLAC
$372M
129 positions
#18FCF Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$MO$EXEL$CF$BKNG
$544M
58 positions
#19Stirlingshire Investments, Inc.Passive
Some overlap · 4 shared positions
$KLAC$UTHR$MO$EXEL
$135M
221 positions
#20PeakShares LLCActive
Some overlap · 4 shared positions
$KLAC$WDC$MO$VZ
$134.4B
122 positions
#21HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$T$MO$VZ$PM$BKNG$SCHW
$323M
168 positions
#22SHARPEPOINT LLCPassive
Some overlap · 5 shared positions
$WDC$T$MO$VZ$EIX
$200M
89 positions
#23Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$T$MO$VZ
$238M
149 positions
#24CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$NEM$MO$T$VZ$PM
$191M
102 positions
#25Van Diest Capital, LLCPassive
Some overlap · 6 shared positions
$KLAC$MO$PM$QCOM$BKNG$SCHW
$112M
176 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.