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Hedge Funds Similar to FAGAN ASSOCIATES

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

FAGAN ASSOCIATES, INC. is an institutional investor managing $813M across 137 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 FAGAN ASSOCIATES are ATWOOD & PALMER, Edgemoor Investment Advisors, SUMMITRY, with shared positions in $PLTR, $VRTX, $REGN, $LOW, $UBER, $SCHW. The full ranking of 25 similar funds is below.

#1ATWOOD & PALMER INCPassive
Notable overlap · 5 shared positions
$PLTR$VRTX$REGN$LOW$UBER
$1.9B
495 positions
#2Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$LOW$VRTX$SCHW$NEE$DE
$1.5B
188 positions
#3SUMMITRY LLCPassive
Some overlap · 5 shared positions
$LOW$SCHW$UBER$NEE$SBUX
$3.0B
340 positions
#4Juno Financial Group LLCActive
Some overlap · 5 shared positions
$LOW$UBER$SCHW$BA$DE
$282M
73 positions
#5Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$LOW$VRTX$NEE$DE
$473M
58 positions
#6LOOMIS SAYLES & CO L PActive
Some overlap · 6 shared positions
$VRTX$BA$REGN$NKE$SBUX$DE
$79.8B
707 positions
#7Archon Partners LLCActive
Some overlap · 5 shared positions
$LOW$UBER$PLTR$NOW$DE
$937M
37 positions
#8Notis-McConarty EdwardActive
Some overlap · 5 shared positions
$VRTX$SCHW$UBER$NEE$LOW
$231M
67 positions
#9MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRTX$NEE
$188M
513 positions
#10Dempze Nancy EPassive
Some overlap · 4 shared positions
$VRTX$SCHW$UBER$NEE
$209M
91 positions
#11Canvas Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$UBER$HOOD$NOW$NKE
$717M
251 positions
#12PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$VRTX$UBER$SCHW$NEE$DE
$388M
66 positions
#13FLOYD FINANCIAL GROUP LLCActive
Some overlap · 6 shared positions
$UBER$PLTR$BA$HOOD$SBUX$DE
$153M
65 positions
#14Elefante Mark BActive
Some overlap · 4 shared positions
$VRTX$UBER$SCHW$NEE
$232M
60 positions
#15Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$VRTX$SCHW$UBER$NEE
$1.4B
135 positions
#16Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$REGN$NEE$NOW
$343M
73 positions
#17Delaney Dennis RActive
Some overlap · 4 shared positions
$VRTX$SCHW$UBER$NEE
$314M
61 positions
#18Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$UBER$REGN$VRTX$HOOD$NOW
$115M
89 positions
#19LJI Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$PLTR$BA$UBER
$714M
201 positions
#20SOMERVILLE KURT FActive
Some overlap · 4 shared positions
$VRTX$SCHW$UBER$NEE
$419M
97 positions
#21Harvest Portfolios Group Inc.Active
Some overlap · 4 shared positions
$PLTR$VRTX$REGN$HOOD
$7.1B
267 positions
#22Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$LOW$PLTR$NOW
$917M
38 positions
#23Intermede Investment Partners LtdActive
Some overlap · 3 shared positions
$VRTX$UBER$SCHW
$2.4B
30 positions
#24Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$BA$UBER$LOW
$197M
115 positions
#25Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$VRTX$BA$LOW$SBUX
$149M
67 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.