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Hedge Funds Similar to Marathon Strategic Advisors

13F Portfolio OverlapQ2 2026Marathon Strategic Advisors portfolio →
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Most similar hedge funds by 13F overlap

Marathon Strategic Advisors, LLC is an institutional investor managing $177M across 50 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 Marathon Strategic Advisors are HENDLEY, Stack Financial, Patrick Mauro Investment Advisor, with shared positions in $LIN, $COP, $AEP, $SYK, $PEP, $PSX. The full ranking of 25 similar funds is below.

#1HENDLEY & CO INCActive
Some overlap · 5 shared positions
$LIN$COP$AEP$SYK$PEP
$283M
47 positions
#2Stack Financial Management, IncActive
Some overlap · 6 shared positions
$AEP$COP$PSX$DUK$SYK$PEP
$1.3B
54 positions
#3Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$LIN$AEP$DUK$PEP
$199M
38 positions
#4Kuhn & Co Investment CounselPassive
Some overlap · 5 shared positions
$LIN$PSX$AEP$DUK$PEP
$173M
149 positions
#5GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$LIN$ROK$COP$DUK$PEP
$13.1B
825 positions
#6ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$LIN$COP$PSX
$763M
51 positions
#7LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$AEP$ROK$DUK$MCK$PPL
$213M
124 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$COP$AEP$PSX
$606M
79 positions
#9SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$COP$PSX$DUK$PEP
$1.3B
97 positions
#10PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$COP$PSX$DUK$PEP
$1.2B
103 positions
#11Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$LIN$COP$SYK
$281M
55 positions
#12Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$COP$AEP$DUK
$151M
70 positions
#13SCP Investment, LPActive
Some overlap · 4 shared positions
$AEP$PSX$DUK$COP
$108M
47 positions
#14M. Kraus & CoPassive
Some overlap · 4 shared positions
$LIN$ROK$COP$PEP
$377M
86 positions
#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$COP$ROK$AEP$MCK
$192M
89 positions
#16Franklin, Parlapiano, Turner & Welch, LLCActive
Some overlap · 4 shared positions
$COP$PSX$SYK$PEP
$442M
55 positions
#17Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$LIN$DUK$SYK$PEP
$637M
146 positions
#18CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$LIN$DUK$SYK$PEP
$1.2B
153 positions
#19Titan Investment Solutions LtdActive
Some overlap · 4 shared positions
$LIN$MCK$SYK$PEP
$894M
60 positions
#20TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$LIN$PSX$COP$PEP
$3.8B
240 positions
#21Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$LIN$PSX$COP$PEP
$261M
101 positions
#22Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$LIN$MCK$PEP$TT
$253M
63 positions
#23GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$AEP$DUK$SYK$PEP
$1.2B
383 positions
#24Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$LIN$DUK$MCK
$297M
103 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$LIN$DUK$MCK
$358M
74 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.