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Hedge Funds Similar to MARK ASSET

13F Portfolio OverlapQ2 2026MARK ASSET portfolio →
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Most similar hedge funds by 13F overlap

MARK ASSET MANAGEMENT LP is an institutional investor managing $1.5B across 42 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 MARK ASSET are LONE PINE, Xcel Wealth, Financial Gravity Companies, (FGCO), with shared positions in $HUT, $GLW, $ASML, $WULF, $BA, $COF. The full ranking of 25 similar funds is below.

#1LONE PINE CAPITAL LLCActive
Notable overlap · 4 shared positions
$HUT$GLW$ASML$WULF
$16.4B
34 positions
#2Xcel Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$BA$COF$GLW$SCHW$SPCX
$419M
140 positions
#3Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 4 shared positions
$ARM$ASML$BA$DIS
$616M
1,040 positions
#4Third Point LLCActive
Notable overlap · 4 shared positions
$COF$HUT$ASML$SPCX
$4.7B
43 positions
#5Hyperion Asset Management LtdActive
Notable overlap · 3 shared positions
$ARM$ASML$SPCX
$3.8B
20 positions
#6Hel Ved Capital Management LtdActive
Notable overlap · 4 shared positions
$GLW$WULF$ASML$HUT
$1.4B
72 positions
#7Intrinsic Edge Capital Management LLCPassive
Notable overlap · 3 shared positions
$ARM$HUT$GLW
$967M
120 positions
#8FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 4 shared positions
$GLW$ASML$DIS$SCHW
$118M
56 positions
#9Camarda Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$ARM$BA$ASML
$331M
122 positions
#10Elevation Advisory Partners LLCActive
Some overlap · 3 shared positions
$ARM$SPCX$ASML
$98M
48 positions
#11Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$HUT$ASML$SPCX
$333M
14 positions
#12CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GLW$BA$DIS
$2.0B
76 positions
#13Symmetry Investments LPActive
Some overlap · 4 shared positions
$BA$ASML$SPCX$MLM
$1.5B
152 positions
#14Dilation Capital Management LPActive
Some overlap · 3 shared positions
$BA$ASML$SPCX
$248M
20 positions
#15SIG BROKERAGE, LPPassive
Some overlap · 4 shared positions
$ARM$ASML$SPCX$SCHW
$5.1B
905 positions
#16BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$GLW$ASML$BA$SCHW
$4.1B
151 positions
#17Legal Advantage Investments, Inc.Active
Some overlap · 4 shared positions
$ASML$DIS$BA$SCHW
$285M
77 positions
#18Regal Partners LtdActive
Some overlap · 3 shared positions
$WYNN$DIS$SCHW
$1.8B
122 positions
#19Newport Trust Company, LLCActive
Some overlap · 3 shared positions
$BA$DIS$COF
$41.5B
63 positions
#20Financial Gravity Asset Management, Inc.
Some overlap · 4 shared positions
$ASML$ARM$BA$DIS
$562M
973 positions
#21Ripple Effect Asset Management LPActive
Some overlap · 3 shared positions
$HUT$WULF$SPCX
$431M
24 positions
#22CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$GLW$ASML$SCHW
$1.6B
85 positions
#23Victrix Investment AdvisorsPassive
Some overlap · 4 shared positions
$BA$ASML$DIS$SCHW
$239M
75 positions
#24Avala Global LPActive
Some overlap · 3 shared positions
$HUT$BA$SPCX
$2.7B
30 positions
#25GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ASML$BA$GLW
$179M
118 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.