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Hedge Funds Similar to MARVIN & PALMER ASSOCIATES

13F Portfolio OverlapQ2 2026MARVIN & PALMER ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

MARVIN & PALMER ASSOCIATES INC is an institutional investor managing $159M across 28 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 MARVIN & PALMER ASSOCIATES are Axecap Investments, Fullerton Fund Ltd., Gunderson, with shared positions in $KLAC, $ADI, $IBKR, $MS, $C, $EBAY. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Notable overlap · 6 shared positions
$KLAC$ADI$IBKR$MS$C$EBAY
$181M
73 positions
#2Fullerton Fund Management Co Ltd.Active
Notable overlap · 3 shared positions
$MS$IBKR$ADI
$1.6B
119 positions
#3Gunderson Capital Management Inc.Active
Notable overlap · 4 shared positions
$KLAC$PWR$SNDK$ADI
$370M
52 positions
#4Cunning Capital Partners, LPActive
Notable overlap · 3 shared positions
$KLAC$MS$PWR
$248M
55 positions
#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$PWR$MS$ADI
$320M
82 positions
#6Triodos Investment Management BVActive
Notable overlap · 3 shared positions
$KLAC$EBAY$DE
$1.6B
50 positions
#7BDF-GESTIONActive
Notable overlap · 3 shared positions
$MS$KLAC$ADI
$747M
143 positions
#8Titan Wealth (CI) LtdPassive
Notable overlap · 3 shared positions
$KLAC$IBKR$EBAY
$269M
51 positions
#9Covenant Asset Management, LLCPassive
Notable overlap · 4 shared positions
$KLAC$PWR$MS$ADI
$595M
164 positions
#10Blue Chip Partners, LLCActive
Notable overlap · 3 shared positions
$KLAC$PWR$MS
$1.6B
184 positions
#11Arrow Capital Pty LtdActive
Notable overlap · 3 shared positions
$C$PWR$IBKR
$118M
25 positions
#12Hosking Partners LLPActive
Notable overlap · 3 shared positions
$C$IBKR$MS
$3.0B
98 positions
#13M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$AME$SNDK$ADI$PWR
$1.5B
39 positions
#14NatWest Group plcActive
Notable overlap · 4 shared positions
$KLAC$EBAY$MS$NEM
$560M
48 positions
#15ARGUS INVESTORS' COUNSEL, INC.Passive
Notable overlap · 3 shared positions
$PWR$ADI$KLAC
$130M
106 positions
#16Decatur Capital Management, Inc.Active
Notable overlap · 3 shared positions
$KLAC$AME$MS
$295M
53 positions
#17Friday FinancialActive
Notable overlap · 4 shared positions
$DE$PWR$SNDK$MS
$373M
108 positions
#18Union Heritage Capital, LLCPassive
Notable overlap · 3 shared positions
$AME$KLAC$MS
$295M
65 positions
#19Taylor Hoffman Capital Management LLCActive
Notable overlap · 3 shared positions
$EBAY$DE$KLAC
$412M
122 positions
#20Candelo Capital Management LPActive
Notable overlap · 3 shared positions
$AME$ADI$PWR
$162M
34 positions
#21Freedom Day Solutions, LLCActive
Notable overlap · 5 shared positions
$IBKR$PWR$KLAC$AME$MS
$452M
134 positions
#22HOURGLASS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$C$MS$NEM
$508M
127 positions
#23Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$KLAC$AME$MS
$214M
50 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$PWR$DE
$414M
106 positions
#25Close Asset Management LtdActive
Some overlap · 4 shared positions
$KLAC$ADI$DE$C
$3.8B
269 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.