ETF replication · Howard Marks
Which ETF replicates Howard Marks's portfolio?
XLE (Energy Select Sector SPDR Fund) has the highest top-10 overlap with Howard Marks's Oaktree Capital portfolio — overlap score 27.6 across 1 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.
Data verified 2026-08-14 · based on Howard Marks's Q2 2026 13F filing · view on SEC EDGAR
Closest ETF
XLE
Energy Select Sector SPDR Fund
Overlap score
27.6
1 shared top-10 names
ETF expense ratio
0.09%
annual fee
Top 5 ETFs ranked by overlap
Howard Marks's investment philosophy
You can't predict, you can prepare. Second-level thinking.
Other superinvestor ETF replications
- Warren BuffettBerkshire Hathaway
- Bill AckmanPershing Square Capital
- Carl IcahnIcahn Enterprises
- David EinhornGreenlight Capital
- Seth KlarmanBaupost Group
- Joel GreenblattGotham Asset Management
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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See the full investing reading list
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