How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MARINO, STRAM & ASSOCIATES

13F Portfolio OverlapQ3 2026MARINO, STRAM & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

MARINO, STRAM & ASSOCIATES LLC is an institutional investor managing $644M across 205 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 MARINO, STRAM & ASSOCIATES are BENEDICT FINANCIAL ADVISORS, O'Domhnaill Enterprises, Powers Advisory Group, with shared positions in $VZ, $LMT, $PM, $DUK, $MO, $MCD. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$VZ $LMT $PM $DUK $MO $MCD

$504M

136 positions

#2O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 6 shared positions

$LMT $MPC $VLO $PM $MO $WMB

$125M

61 positions

#3Powers Advisory Group, LLCActive

Some overlap · 8 shared positions

$LMT $MCD $DUK $PM $MO $VZ

$330M

128 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LMT $VZ $MCD $PM $DUK $ETR

$233M

122 positions

#5MBA Advisors LLCPassive

Some overlap · 7 shared positions

$MPC $MCD $AMGN $VZ $MO $PM

$297M

166 positions

#6Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$LMT $BLK $MO $AMGN $MCD $VZ

$181M

81 positions

#7First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$BLK $LMT $MCD $PM $AMGN

$529M

75 positions

#8Bank & Trust CoPassive

Some overlap · 6 shared positions

$MPC $VZ $VLO $DUK $MCD $WMB

$159M

308 positions

#9Paradigm Capital Management, LLC/NVActive

Some overlap · 6 shared positions

$VZ $MCD $PM $DUK $MO $AMGN

$116M

65 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$BLK $MCD $LMT $AMGN $WMB $AEP

$5.3B

210 positions

#11Alley Investment Management Company, LLCActive

Some overlap · 5 shared positions

$BLK $LMT $PM $DUK $AMGN

$856M

89 positions

#12HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$LMT $MCD $DUK $ED $AMGN $VZ

$363M

92 positions

#13Slocum, Gordon & Co LLPPassive

Some overlap · 6 shared positions

$VZ $MCD $LMT $DUK $WMB $AEP

$143M

66 positions

#14Patrick Mauro Investment Advisor, INC.Active

Some overlap · 6 shared positions

$LMT $VZ $MCD $DUK $AEP $ED

$199M

38 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$BLK $VZ $MCD $DUK $AMGN

$203M

58 positions

#16Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$LMT $VZ $DUK $MO $AMGN $ETR

$683M

277 positions

#17FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 6 shared positions

$MCD $DUK $VZ $MO $WMB $AEP

$1.7B

256 positions

#18Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$MCD $PM $DUK $MO $AMGN $SPG

$334M

127 positions

#19Stillwater Wealth Management Group

Some overlap · 6 shared positions

$LMT $MCD $MO $AMGN $VZ $SPG

$187M

70 positions

#20CAPITAL CITY TRUST CO/FLPassive

Some overlap · 6 shared positions

$BLK $MPC $LMT $AEP $PM $MCD

$484M

118 positions

#21Welch Group, LLCPassive

Some overlap · 5 shared positions

$LMT $VZ $MCD $ED $AEP

$2.9B

326 positions

#22Hilton Head Capital Partners, LLCPassive

Some overlap · 6 shared positions

$LMT $PM $MO $AMGN $VLO $VZ

$185M

877 positions

#23Wolff Financial Management LLCActive

Some overlap · 6 shared positions

$MCD $VZ $MO $PM $AEP $DUK

$494M

102 positions

#24Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$DUK $VZ $PM $AMGN $MCD $AEP

$397M

167 positions

#25Miramar Capital, LLCPassive

Some overlap · 4 shared positions

$BLK $LMT $VZ $MCD

$455M

57 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.