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Hedge Funds Similar to AtlasMark Financial

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

AtlasMark Financial, Inc is an institutional investor managing $203M across 48 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 AtlasMark Financial are RETIREMENT PLANNING GROUP, / NY, Pacer Advisors, GHE, with shared positions in $PDI, $MPC, $SPCX, $QCOM, $LOW, $OKE. The full ranking of 25 similar funds is below.

#1RETIREMENT PLANNING GROUP, LLC / NYPassive
Slight overlap · 3 shared positions
$PDI$MPC$SPCX
$184M
108 positions
#2Pacer Advisors, Inc.Passive
Slight overlap · 3 shared positions
$QCOM$MPC$LOW
$39.3B
2,614 positions
#3GHE, LLCSmart money
Slight overlap · 3 shared positions
$QCOM$MPC$LOW
$265M
57 positions
#4Deseret Mutual Benefit AdministratorsPassive
Slight overlap · 3 shared positions
$QCOM$MPC$LOW
$306M
518 positions
#5GREATMARK INVESTMENT PARTNERS, INC.Active
Slight overlap · 3 shared positions
$QCOM$MPC$LOW
$906M
153 positions
#6Leisure Capital ManagementActive
Slight overlap · 3 shared positions
$QCOM$MPC$LOW
$320M
157 positions
#7Alan B. Lancz & Associates, Inc.Passive
Slight overlap · 3 shared positions
$QCOM$MPC$OKE
$115M
138 positions
#8FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 3 shared positions
$QCOM$SPCX$OKE
$153M
65 positions
#9KKM Financial LLCPassive
Slight overlap · 3 shared positions
$MPC$SPCX$EPD
$730M
169 positions
#10Cherokee Insurance CoPassive
Slight overlap · 4 shared positions
$MPC$LOW$OKE$EPD
$259M
124 positions
#11Meixler Investment Management, Ltd.Passive
Slight overlap · 4 shared positions
$QCOM$LOW$OKE$EPD
$181M
90 positions
#12Castle Rock Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$QCOM$SPCX$OKE
$509M
268 positions
#13Convergence Financial, LLCPassive
Slight overlap · 3 shared positions
$SPCX$MPC$LOW
$1.3B
272 positions
#14CAPITAL MANAGEMENT CORP /VAActive
Slight overlap · 3 shared positions
$QCOM$LOW$OKE
$666M
72 positions
#15SFE Investment CounselPassive
Slight overlap · 3 shared positions
$QCOM$LOW$OKE
$742M
152 positions
#16Loudon Investment Management, LLCPassive
Slight overlap · 3 shared positions
$QCOM$LOW$EPD
$204M
95 positions
#17Smart Money Group LLCSmart money
Slight overlap · 3 shared positions
$QCOM$LOW$EPD
$390M
86 positions
#18MARCO INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$QCOM$LOW$EPD
$1.5B
245 positions
#19R.H. Dinel Investment Counsel, Inc.Active
Slight overlap · 3 shared positions
$QCOM$OKE$EPD
$130M
40 positions
#20SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$QCOM$OKE$EPD
$166M
122 positions
#21Argyle Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$QCOM$OKE$EPD
$159M
177 positions
#22Disciplined Investments, LLCPassive
Slight overlap · 4 shared positions
$PDI$LOW$OKE$EPD
$310M
144 positions
#23R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$QCOM$OKE$LOW
$188M
39 positions
#24AlphaCore Capital LLCPassive
Slight overlap · 3 shared positions
$MPC$QCOM$EPD
$5.4B
1,478 positions
#25KAYNE ANDERSON CAPITAL ADVISORS LPActive
Slight overlap · 3 shared positions
$MPC$OKE$EPD
$5.1B
53 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.