13F Pro

Hedge Funds Similar to Markowski Investments

13F Portfolio OverlapQ2 2026Markowski Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Markowski Investments is an institutional investor managing $454M across 619 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 Markowski Investments are MORGAN DEMPSEY, High Point Wealth, Griffith & Werner, with shared positions in $WFC, $DUK, $LMT, $SO, $MCD, $UBER. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WFC$DUK$LMT$SO$MCD
$233M
122 positions
#2High Point Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WFC$DUK$UBER$WELL$SO
$122M
250 positions
#3Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$WFC$DUK$LMT$SO
$213M
71 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$WFC$LMT$SO$MS
$1.3B
58 positions
#5Roxbury Financial LLCPassive
Some overlap · 4 shared positions
$WFC$DUK$LMT$MCD
$126M
410 positions
#6Cannon Wealth Management Services, LLCPassive
Some overlap · 5 shared positions
$DUK$ENB$SO$WFC$MCD
$183M
99 positions
#7STAR Financial BankActive
Some overlap · 6 shared positions
$WFC$LMT$SO$MCD$MS$MDY
$245M
109 positions
#8ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$DUK$ENB$SO$MCD$MS
$665M
122 positions
#9NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$WFC$DUK$LMT
$863M
131 positions
#10ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 4 shared positions
$DUK$ENB$WELL$SO
$604M
159 positions
#11PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$WFC$UBER$WELL$SO
$421M
110 positions
#12RATIONAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$WFC$UBER$WELL$SO
$1.1B
195 positions
#13Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$DUK$ENB$SO$MCD
$397M
167 positions
#14Kuhn & Co Investment CounselPassive
Some overlap · 4 shared positions
$WFC$DUK$SO$MCD
$173M
149 positions
#15Mayflower Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$DUK$SO$MCD$MS$MDY
$1.2B
499 positions
#16CAPITAL & PLANNING, LLC
Some overlap · 4 shared positions
$DUK$UBER$SO$MCD
$165M
172 positions
#17Bank & Trust CoPassive
Some overlap · 4 shared positions
$DUK$ENB$SO$MCD
$158M
303 positions
#18Finward BancorpPassive
Some overlap · 5 shared positions
$DUK$ENB$WELL$SO$MCD
$132M
107 positions
#19Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$WFC$DUK$MCD
$116M
65 positions
#20Thomasville National BankPassive
Some overlap · 4 shared positions
$DUK$ENB$UBER$SO
$1.8B
241 positions
#21Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$DUK$WFC$MCD
$334M
127 positions
#22CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$DUK$WFC$WELL$MS
$1.2B
153 positions
#23WEIK CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$WFC$LMT$UBER$MCD
$260M
93 positions
#24OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$DUK$LMT$SO$MS
$217M
118 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$LMT$MCD$MS
$297M
103 positions

Compare Markowski Investments’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 Markowski Investments’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.