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Hedge Funds Similar to Marks Wealth

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

Marks Wealth, LLC is an institutional investor managing $462M across 19 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 Wealth are Old North State Wealth, Stonebridge Advisors, PROMETHIUM ADVISORS, with shared positions in $MAR, $BDX, $BA, $UPS. The full ranking of 7 similar funds is below.

#1Old North State Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$MAR$BDX$BA
$234M
112 positions
#2Stonebridge Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$MAR$BA$UPS
$1.6B
215 positions
#3PROMETHIUM ADVISORS,LLCPassive
Slight overlap · 3 shared positions
$MAR$BA$UPS
$208M
122 positions
#4Hillman Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$BDX$BA$UPS
$138M
54 positions
#5CACTI ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$BDX$BA$UPS
$2.0B
76 positions
#6Palouse Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$BDX$BA$UPS
$160M
124 positions
#7Jessup Wealth Management, IncActive
Slight overlap · 3 shared positions
$MAR$UPS$BA
$335M
81 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.