Hedge Funds Similar to Mariner

13F Portfolio OverlapQ2 2026Mariner portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mariner, LLC is an institutional investor managing $95.2B across 3,517 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 Mariner are 1248, JACKSON SQUARE, Valley Brook Group, with shared positions in $APO, $GLW, $CRWD, $KLAC, $CDNS, $PNC. The full ranking of 25 similar funds is below.

#11248 Management, LLCActive

Some overlap · 8 shared positions

$APO $GLW $CRWD $KLAC $CDNS $PNC

$256M

149 positions

#2JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$GLW $CRWD $KLAC $TJX $CDNS

$719M

138 positions

#3Valley Brook Capital Group, Inc.Passive

Some overlap · 5 shared positions

$CRWD $AMGN $KLAC $PNC $TJX

$176M

120 positions

#4Clearwave Capital, LLCPassive

Some overlap · 4 shared positions

$GLW $CRWD $AMGN $KLAC

$181M

166 positions

#5REXFORD CAPITAL INCPassive

Some overlap · 4 shared positions

$GLW $APO $AMGN $KLAC

$163M

301 positions

#6RMR Wealth BuildersActive

Some overlap · 4 shared positions

$GLW $CRWD $KLAC $TJX

$1.6B

316 positions

#7CGN Advisors LLCPassive

Some overlap · 4 shared positions

$GLW $CRWD $KLAC $TJX

$1.4B

322 positions

#8PeakShares LLCActive

Some overlap · 4 shared positions

$GLW $CRWD $KLAC $TJX

$134.4B

122 positions

#9GLOBALT Investments LLC / GAActive

Some overlap · 4 shared positions

$GLW $AMGN $KLAC $TJX

$3.0B

213 positions

#10Insight Inv LLCPassive

Some overlap · 4 shared positions

$GLW $AMGN $PNC $TJX

$212M

109 positions

#11STANCE CAPITAL LLCPassive

Some overlap · 4 shared positions

$GLW $AMGN $PNC $TJX

$328M

340 positions

#12Wilmington Savings Fund Society, FSBPassive

Some overlap · 4 shared positions

$GLW $KLAC $TJX $AMGN

$4.5B

1,487 positions

#13Fairvoy Private Wealth, LLCPassive

Some overlap · 4 shared positions

$GLW $CRWD $KLAC $TJX

$495M

200 positions

#14GODSEY & GIBB, INCPassive

Some overlap · 4 shared positions

$GLW $AMGN $PNC $FAST

$1.2B

383 positions

#15TRUST CO OF VIRGINIA /VAPassive

Some overlap · 4 shared positions

$GLW $AMGN $TJX $FAST

$1.3B

226 positions

#16Progressive Investment Management CorpActive

Slight overlap · 6 shared positions

$GLW $KLAC $CDNS $FAST $TJX $AMGN

$454M

56 positions

#17Cascades Capital Asset Management, LLCPassive

Slight overlap · 4 shared positions

$GLW $CRWD $AMGN $TJX

$270M

167 positions

#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$GLW $CRWD $PNC $CDNS

$213M

124 positions

#19Trifecta Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLW $CRWD $AMGN $TJX

$776M

493 positions

#20BAHL & GAYNOR INCActive

Slight overlap · 4 shared positions

$APO $GLW $PNC $TJX

$21.7B

341 positions

#21Stiles Financial Services IncPassive

Slight overlap · 4 shared positions

$GLW $KLAC $TJX $FAST

$398M

183 positions

#22Beirne Wealth Consulting Services, LLCActive

Slight overlap · 3 shared positions

$GLW $APO $AMGN

$503M

102 positions

#23FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$GLW $PNC $CRWD $KLAC

$206M

80 positions

#24Vertrix Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$CRWD $AMGN $KLAC $TJX

$297M

103 positions

#25Schear Investment Advisers, LLCPassive

Slight overlap · 4 shared positions

$CRWD $AMGN $PNC $TJX

$299M

83 positions

Compare Mariner’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Mariner’s holdings

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.