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Hedge Funds Similar to MARSICO

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

MARSICO CAPITAL MANAGEMENT LLC is an institutional investor managing $3.8B across 69 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 MARSICO are NORTH POINT PORTFOLIO MANAGERS, Westend, Dilation, with shared positions in $ASML, $BA, $APH, $TLN, $URI, $VIK. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 5 shared positions
$ASML$BA$APH$TLN$URI
$606M
79 positions
#2Westend Capital Management, LLCPassive
Notable overlap · 3 shared positions
$ASML$BA$VIK
$437M
242 positions
#3Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$ASML$BA$SHW
$248M
20 positions
#4Carmel Capital Management L.L.C.Active
Some overlap · 3 shared positions
$ASML$C$KLAC
$456M
28 positions
#5BDFS Capital LLCActive
Some overlap · 5 shared positions
$BA$C$ASML$VSEC$ORLY
$230M
116 positions
#6Walter Public Investments Inc.Passive
Some overlap · 4 shared positions
$ASML$VIK$EVR$KLAC
$416M
53 positions
#7Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$C$URI
$524M
92 positions
#8KP Management LLCPassive
Some overlap · 6 shared positions
$ASML$APH$HEI$SHW$KLAC$ORLY
$532M
86 positions
#9GARDNER LEWIS ASSET MANAGEMENT L PPassive
Some overlap · 4 shared positions
$BA$C$HEI$KLAC
$449M
75 positions
#10Symmetry Investments LPActive
Some overlap · 3 shared positions
$ASML$BA$TKO
$1.5B
152 positions
#11Sunstone Asset Management, L.P.Passive
Some overlap · 5 shared positions
$ASML$MKSI$APH$KLAC$U
$92M
57 positions
#12MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$ASML$VIK$SHW$YUM
$1.2B
54 positions
#13Legal Advantage Investments, Inc.Active
Some overlap · 3 shared positions
$ASML$BA$VSEC
$285M
77 positions
#14WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$BA$C$SHW
$1.2B
72 positions
#15SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BA$C$TEVA
$3.2B
40 positions
#16JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ASML$APH$HEI
$612M
81 positions
#1711 Capital Partners LPActive
Some overlap · 3 shared positions
$ASML$APH$SHW
$368M
22 positions
#18Cox Capital Mgt LLCPassive
Some overlap · 3 shared positions
$ASML$APH$SAP
$180M
81 positions
#19MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$ASML$TLN$DDOG
$5.5B
86 positions
#20Union Square Park Capital Management, LLCActive
Some overlap · 3 shared positions
$ASML$TLN$DDOG
$278M
60 positions
#21Promethos Capital, LLCActive
Some overlap · 4 shared positions
$ASML$SAP$AME$KLAC
$368M
54 positions
#22Obermeyer Wealth PartnersActive
Some overlap · 3 shared positions
$ASML$SHW$SAP
$2.4B
302 positions
#23Two Creeks Capital Management, LPActive
Some overlap · 3 shared positions
$ASML$TLN$U
$140M
13 positions
#24Peregrine Asset Advisers, Inc.Passive
Some overlap · 3 shared positions
$ASML$BA$SHW
$461M
218 positions
#25CLOUGH CAPITAL PARTNERS L PPassive
Some overlap · 3 shared positions
$BA$ASML$MKSI
$1.2B
102 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.