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Hedge Funds Similar to Marks Group Wealth

13F Portfolio OverlapQ2 2026Marks Group Wealth portfolio →
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Most similar hedge funds by 13F overlap

Marks Group Wealth Management, Inc is an institutional investor managing $1.1B across 350 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 Marks Group Wealth are Running Oak, Ayrshire, CARDEROCK, with shared positions in $RSG, $NVT, $SYK, $GWW, $CW, $ETN. The full ranking of 25 similar funds is below.

#1Running Oak Capital LLCPassive
Notable overlap · 22 shared positions
$RSG$NVT$SYK$GWW$CW$ETN
$587M
59 positions
#2Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$RSG$ETN$ICE$AME$TJX$AJG
$219M
50 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$SYK$GWW$AME$TJX$IR$APD
$435M
70 positions
#4EULAV Asset ManagementPassive
Some overlap · 6 shared positions
$RSG$ITT$TDY$PRI$CASY$CACI
$2.8B
151 positions
#5EagleClaw Capital Managment, LLCPassive
Some overlap · 6 shared positions
$ETN$ICE$TJX$AJG$APD$CACI
$745M
145 positions
#6Haverford Trust CoActive
Some overlap · 5 shared positions
$NVT$SYK$ETN$TJX$APD
$11.6B
424 positions
#7NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$SYK$ETN$ICE$TJX$GD
$1.5B
191 positions
#8MCDANIEL TERRY & COActive
Some overlap · 6 shared positions
$SYK$ETN$RSG$DCI$APD$GWW
$1.3B
81 positions
#9Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$SYK$ETN$NVT$TJX$APD
$170M
61 positions
#10TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$SYK$ETN$EME$AJG$CSL
$217M
114 positions
#11GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$EME$CW$AME$TJX$TDY
$2.7B
1,321 positions
#12Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$RSG$NVT$TJX$TDY$GD
$1.5B
135 positions
#13HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$SYK$ICE$TJX$GD$CASY
$1.7B
479 positions
#14BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$SYK$ETN$TJX$GD$APD
$346M
113 positions
#15ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$SYK$AME$TJX$GD$APD
$2.0B
91 positions
#16Port Capital LLCActive
Some overlap · 5 shared positions
$ETN$ICE$AME$TDY$CACI
$2.5B
108 positions
#17FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 6 shared positions
$SYK$RSG$TJX$GD$DRI$ICE
$1.3B
201 positions
#18Oregon Pacific Wealth Management, LLCActive
Some overlap · 5 shared positions
$SYK$ICE$AJG$GD$APD
$108M
114 positions
#19Rithm Capital Corp.Active
Some overlap · 4 shared positions
$RSG$NVT$ETN$EME
$81M
38 positions
#20EVEXIA WEALTH LLCPassive
Some overlap · 5 shared positions
$RSG$SYK$EME$CASY$ETN
$369M
77 positions
#21KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$EME$AME$TDY$PRI$SAIA
$32.2B
967 positions
#22Suncoast Equity ManagementActive
Some overlap · 5 shared positions
$SYK$GWW$ETN$TJX$ITT
$798M
63 positions
#23Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$GWW$ETN$CASY$APD$DRI
$409M
224 positions
#24HM PAYSON & COActive
Some overlap · 5 shared positions
$NVT$AME$TJX$GD$ETN
$7.5B
1,139 positions
#25FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$NVT$SYK$ICE$TJX
$118M
56 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.