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Hedge Funds Similar to Merrion Investment

13F Portfolio OverlapQ3 2026Merrion Investment portfolio →
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Most similar hedge funds by 13F overlap

Merrion Investment Management Co, LLC is an institutional investor managing $202M across 109 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Merrion Investment are BECK, Telemark Asset, Geneva Partners, with shared positions in $VRT, $GLW, $CCJ, $BWXT, $HAL, $MPC. The full ranking of 25 similar funds is below.

#1BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$VRT$GLW$CCJ$BWXT
$543M
140 positions
#2Telemark Asset Management, LLCActive
Notable overlap · 4 shared positions
$CCJ$GLW$HAL$BWXT
$1.4B
57 positions
#3Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$GLW$VRT$MPC
$334M
81 positions
#4Chescapmanager LLCActive
Notable overlap · 3 shared positions
$CCJ$VRT$BWXT
$1.2B
27 positions
#5KWMG, LLCPassive
Some overlap · 3 shared positions
$GLW$MPC$DG
$1.4B
155 positions
#6Atika Capital Management LLCPassive
Some overlap · 3 shared positions
$VRT$ECHO$BWXT
$1.5B
81 positions
#7HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GLW$VRT$CEG
$176M
72 positions
#8AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$GLW$HAL$GSAT
$424M
86 positions
#9Beirne Wealth Consulting Services, LLCActive
Some overlap · 3 shared positions
$CCJ$GLW$CEG
$505M
99 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$CCJ$VRT
$560M
132 positions
#11Turn8 Private Wealth Inc.Passive
Some overlap · 3 shared positions
$CCJ$MPC$CNQ
$150M
54 positions
#12Mraz, Amerine & Associates, Inc.Active
Some overlap · 5 shared positions
$JEF$CNQ$HAL$NMM$VTS
$697M
199 positions
#13Hosking Partners LLPActive
Some overlap · 5 shared positions
$GLW$MPC$MGM$AIG$ELV
$2.8B
102 positions
#14ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$VRT$MPC$CCJ$BWXT
$2.3B
181 positions
#15Lighthouse Financial LLCActive
Some overlap · 3 shared positions
$VRT$GLW$MGM
$222M
98 positions
#16O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$CCJ$MPC$BWXT
$125M
61 positions
#17Marnell Management LLCActive
Some overlap · 3 shared positions
$ECHO$NMM$FCNCA
$260M
69 positions
#18Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$VRT$CCJ$CEG
$155M
95 positions
#19Goehring & Rozencwajg Associates, LLCActive
Some overlap · 3 shared positions
$CCJ$CNQ$TFPM
$1.7B
41 positions
#20MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$CCJ$HAL$BWXT
$112M
100 positions
#21REAVES W H & CO INCActive
Some overlap · 3 shared positions
$GLW$CCJ$CEG
$6.6B
94 positions
#22KIECKHEFER GROUP LLCSmart money
Some overlap · 3 shared positions
$VRT$GLW$BWXT
$252M
62 positions
#23AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLW$AIG$ELV
$745M
184 positions
#24Rithm Capital Corp.Active
Some overlap · 3 shared positions
$VRT$CEG$BWXT
$81M
38 positions
#25Oceanic Investment Management LTDActive
Some overlap · 3 shared positions
$MPC$HAL$CCJ
$78M
26 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.