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Hedge Funds Similar to MARATHON

13F Portfolio OverlapQ3 2026MARATHON portfolio →
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Most similar hedge funds by 13F overlap

MARATHON CAPITAL MANAGEMENT is an institutional investor managing $488M across 182 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MARATHON are Silver Lake Advisory, Tufton, LAWOOD, with shared positions in $GLW, $MET, $O, $QCOM, $DHR, $CB. The full ranking of 25 similar funds is below.

#1Silver Lake Advisory, LLCPassive
Notable overlap · 3 shared positions
$GLW$MET$O
$272M
105 positions
#2Tufton Capital ManagementPassive
Notable overlap · 4 shared positions
$GLW$QCOM$DHR$CB
$583M
131 positions
#3LAWOOD & COPassive
Some overlap · 3 shared positions
$GLW$MET$QCOM
$145M
94 positions
#4Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$BLDR$QCOM
$399M
113 positions
#5VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$GLW$AZN$ZS
$531M
81 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$GLW$AZN$DHR$WTW
$118M
56 positions
#7Evergreen Quality Fund GP, Ltd.Active
Some overlap · 3 shared positions
$GLW$QCOM$B
$6.2B
43 positions
#8Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GLW$QCOM$ZTS
$1.1B
34 positions
#9SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$QCOM$MET$O
$1.7B
315 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$GLW$QCOM$CB$FANG
$504M
136 positions
#11TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$GLW$CB$O
$1.3B
220 positions
#12LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$ALSN$CB
$17.5B
169 positions
#13WealthTrust Axiom LLCPassive
Some overlap · 3 shared positions
$GLW$TTI$NVO
$448M
302 positions
#14Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$GLW$CB$DHR$ZTS
$202M
87 positions
#15Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$TROW$O$QCOM$DOC
$94M
64 positions
#16Oakmont Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$GLW$QCOM$NVO
$148M
114 positions
#17Evelyn Partners Investment Management Services Ltd
Some overlap · 4 shared positions
$AZN$CEF$CB$ZTS
$850M
281 positions
#18Evelyn Partners Investment Management LLP
Some overlap · 4 shared positions
$AZN$CEF$CB$ZTS
$3.7B
410 positions
#19Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$GLW$ZS$QCOM
$131M
63 positions
#20AIMZ Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TROW$AZN$QCOM$ZTS
$363M
153 positions
#21Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$TROW$MET$QCOM
$306M
59 positions
#22KDT Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$QCOM$AZN
$72M
73 positions
#23OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AZN$QCOM$NVO$GLW
$385M
108 positions
#24VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLW$QCOM$NVO
$1.1B
141 positions
#25MUFG Securities EMEA plcActive
Some overlap · 4 shared positions
$AZN$B$GLW$DHR
$9.5B
575 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.