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Hedge Funds Similar to FAGAN ASSOCIATES,

13F Portfolio OverlapQ1 2026FAGAN ASSOCIATES, portfolio →
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Most similar hedge funds by 13F overlap

FAGAN ASSOCIATES, INC. is an institutional investor managing $719M across 135 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 FAGAN ASSOCIATES, are DCF Advisers,, ATWOOD & PALMER, Henson-Edgewater ,, with shared positions in $REGN, $AMD, $BAC, $USB, $UBER, $VRTX. The full ranking of 25 similar funds is below.

#1DCF Advisers, LLCActive
Notable overlap · 6 shared positions
$REGN$AMD$BAC$USB$UBER$VRTX
$375M
86 positions
#2ATWOOD & PALMER INCPassive
Notable overlap · 5 shared positions
$PLTR$REGN$VRTX$LOW$UBER
$1.8B
531 positions
#3Henson-Edgewater Management, LLCPassive
Notable overlap · 5 shared positions
$PLTR$AMD$BAC$BA$UBER
$157M
66 positions
#4RPG Investment Advisory, LLCPassive
Notable overlap · 5 shared positions
$AMD$PLTR$SNOW$BAC$BA
$829M
92 positions
#5Notis-McConarty EdwardActive
Notable overlap · 6 shared positions
$AMD$VRTX$UBER$SCHW$NEE$LOW
$219M
68 positions
#6NOESIS CAPITAL MANGEMENT CORPPassive
Notable overlap · 5 shared positions
$AMD$REGN$LOW$NEE$NKE
$676M
125 positions
#7SIG BROKERAGE, LPPassive
Notable overlap · 5 shared positions
$AMD$VRTX$BAC$SCHW$NEE
$3.8B
769 positions
#8Hemenway Trust Co LLCActive
Notable overlap · 5 shared positions
$AMD$VRTX$UBER$SCHW$NEE
$1.2B
135 positions
#9Elefante Mark BPassive
Notable overlap · 5 shared positions
$AMD$VRTX$UBER$SCHW$NEE
$182M
58 positions
#10Fortis Advisors, LLCPassive
Notable overlap · 6 shared positions
$REGN$SNOW$AGQ$USB$NEE$COP
$200M
119 positions
#11Ethos Capital Management, Inc.Active
Notable overlap · 4 shared positions
$PLTR$AMD$SNOW$UBER
$117M
56 positions
#12Carroll Investors, IncActive
Notable overlap · 4 shared positions
$AMD$PLTR$SNOW$NEE
$187M
31 positions
#13Game Creek Capital, LPPassive
Notable overlap · 6 shared positions
$AMD$AGQ$BAC$REGN$UBER$IBM
$301M
93 positions
#14SOMERVILLE KURT FPassive
Notable overlap · 5 shared positions
$AMD$VRTX$UBER$SCHW$NEE
$379M
91 positions
#15PUZO MICHAEL JPassive
Notable overlap · 5 shared positions
$AMD$VRTX$UBER$SCHW$NEE
$343M
67 positions
#16Delaney Dennis RPassive
Notable overlap · 5 shared positions
$AMD$VRTX$UBER$SCHW$NEE
$282M
60 positions
#17Dempze Nancy EPassive
Notable overlap · 6 shared positions
$AMD$VRTX$UBER$SCHW$NEE$IBM
$182M
92 positions
#18Gunderson Capital Management Inc.Passive
Notable overlap · 3 shared positions
$AMD$PLTR$AGQ
$239M
46 positions
#19Oder Investment Management, LLCPassive
Notable overlap · 6 shared positions
$PLTR$REGN$BAC$SCHW$NKE$IBM
$130M
102 positions
#20PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AMD$PLTR$NEE$BA
$143M
96 positions
#21Canvas Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMD$UBER$HOOD$SCHW$NKE
$588M
240 positions
#22McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$AMD$PLTR$SCHW
$885M
121 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$AMD$SNOW$BA$COP$NKE
$566M
28 positions
#24Kidder Stephen WPassive
Some overlap · 5 shared positions
$AMD$VRTX$UBER$SCHW$BAC
$340M
76 positions
#25Econ Financial Services CorpPassive
Some overlap · 6 shared positions
$LOW$BA$UBER$PLTR$USB$NKE
$215M
74 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.