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Hedge Funds Similar to Marathon Mission

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

Marathon Mission, Inc. is an institutional investor managing $198M across 56 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 Mission are ELEMENT POINTE ADVISORS, ERn Financial, Cassaday & Wealth, with shared positions in $STT, $MRVL, $ASML, $SCHW, $VRT, $GD. The full ranking of 25 similar funds is below.

#1ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 5 shared positions
$STT$MRVL$ASML$SCHW$VRT
$709M
91 positions
#2ERn Financial, LLCActive
Notable overlap · 3 shared positions
$STT$GD$ASML
$604M
161 positions
#3Cassaday & Co Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$STT$ETN$GD
$5.3B
1,313 positions
#4FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$MRVL$ASML
$2.4B
979 positions
#5COLTON GROOME FINANCIAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$STT$ETN$PNC$BLK$SCHW$NXPI
$427M
162 positions
#6Red Spruce Capital, LLCPassive
Notable overlap · 5 shared positions
$ASML$MRVL$ETN$SCHW$BLK
$283M
94 positions
#7PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$STT$SCHW$ETN
$728M
298 positions
#8LightSquare Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$ETN$VRT
$145M
104 positions
#9RBA Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$ASML$FLS$TXT$EWBC$NXPI
$273M
80 positions
#10GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$STT$PNC$ETN$BLK
$1.2B
611 positions
#11Main Management ETF Advisors, LLCSmart money
Some overlap · 3 shared positions
$STT$MRVL$VRT
$3.3B
103 positions
#12Robinhood Asset Management, LLCActive
Some overlap · 5 shared positions
$MRVL$ETN$FLS$STT$CGNX
$1.9B
83 positions
#13Brio Consultants, LLCActive
Some overlap · 3 shared positions
$STT$ASML$SCHW
$853M
164 positions
#14Redwood Financial Network CorpPassive
Some overlap · 5 shared positions
$STT$PNC$VRT$MRVL$ASML
$180M
192 positions
#15TTP Investments, Inc.Active
Some overlap · 3 shared positions
$ASML$MRVL$ETN
$247M
30 positions
#16Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$PNC$ETN
$108M
52 positions
#17BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$ETN$SCHW$ASML$CRS$ATI
$4.1B
151 positions
#18Hudock, Inc.Passive
Some overlap · 3 shared positions
$STT$MTB$VRT
$790M
225 positions
#19Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$ASML$ETN$SCHW$VRT
$2.8B
151 positions
#20Investment Research & Advisory Group, Inc.Active
Some overlap · 4 shared positions
$ASML$SCHW$BLK$GD
$337M
333 positions
#21JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$FLS$SCHW$ETN
$612M
81 positions
#22W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 4 shared positions
$MRVL$ASML$SCHW$BLK
$1.4B
179 positions
#23CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$PNC$SCHW$MTB$BLK
$1.1B
157 positions
#24Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$STT$ETN$BLK$PNC
$1.8B
529 positions
#25Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$STT$PNC$BLK$GD$NXPI
$202M
58 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.