How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Halbert, Hargrove/Russell

13F Portfolio OverlapQ1 2026Halbert, Hargrove/Russell portfolio →

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Most similar hedge funds by 13F overlap

Halbert, Hargrove/Russell LLC is an institutional investor managing $2.1B across 372 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Halbert, Hargrove/Russell are Broussard Financial Group, McGrath & Associates,, SKY-MOUNTAIN ,, with shared positions in $WT, $EPAM, $USB, $LOW, $BRZE, $FBTC. The full ranking of 25 similar funds is below.

#1Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$WT $EPAM $USB

$125M

29 positions

#2McGrath & Associates, Inc.Active

Substantial overlap · 3 shared positions

$WT $LOW $BRZE

$68M

41 positions

#3SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Substantial overlap · 4 shared positions

$WT $FBTC $BRZE $BA

$139M

37 positions

#4FFG RETIREMENT ADVISORS LLCPassive

Substantial overlap · 3 shared positions

$WT $SE $SNOW

$172M

43 positions

#5Global View Capital Management LLCActive

Substantial overlap · 4 shared positions

$WT $SE $EPAM $USB

$377M

140 positions

#6Lunt Capital Management, Inc.Active

Substantial overlap · 4 shared positions

$WT $XYZ $ZION $USB

$260M

97 positions

#7Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $SE $USB

$219M

145 positions

#8Wealthcare Capital Partners, LLCActive

Substantial overlap · 3 shared positions

$WT $SE $LOW

$213M

153 positions

#9SYM FINANCIAL CorpActive

Substantial overlap · 4 shared positions

$WT $SE $XYZ $BRZE

$1.0B

415 positions

#10Freedom Investment Management, Inc.Active

Notable overlap · 3 shared positions

$WT $MUFG $BRZE

$337M

106 positions

#11AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $SE $NOW $USB

$206M

97 positions

#12Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $SE $ISRG

$168M

176 positions

#13Leibman Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$WT $SE $TMUS $LOW

$136M

49 positions

#14Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $XYZ $USB $SNOW

$514M

56 positions

#15BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $SE $USB $BRZE

$2.5B

453 positions

#16Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $SE $LOW

$298M

81 positions

#17Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $XYZ $SNOW $BRZE

$313M

138 positions

#18Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $SE $SNOW $BRZE

$154M

66 positions

#19Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $NOW $MUFG

$293M

107 positions

#20Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $USB $SE $BRZE

$736M

187 positions

#21Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $ABNB $USB

$597M

251 positions

#22Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $LOW

$90M

65 positions

#23Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $SE $USB $SNOW

$1.2B

177 positions

#24Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $ISRG

$515M

135 positions

#25WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $SE $BALL $USB $FBTC

$508M

107 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.