13F Pro

Hedge Funds Similar to Ferguson Shapiro

13F Portfolio OverlapQ3 2026Ferguson Shapiro portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ferguson Shapiro LLC is an institutional investor managing $344M across 87 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 Ferguson Shapiro are Kiker Wealth, Drake & Associates, Bucket List Wealth, with shared positions in $OUNZ, $SO, $SLV, $LIN, $DUK, $T. The full ranking of 25 similar funds is below.

#1Kiker Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$OUNZ$SO$SLV
$256M
161 positions
#2Drake & Associates, LLCActive
Notable overlap · 3 shared positions
$OUNZ$LIN$DUK
$594M
108 positions
#3Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$OUNZ$SO$SLV
$208M
63 positions
#4My Portfolio Guide, LLC
Some overlap · 3 shared positions
$OUNZ$SO$T
$181M
166 positions
#5Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$LIN$SO$BMY$DOV$DUK
$199M
38 positions
#6Asset One Wealth Management LLCPassive
Some overlap · 3 shared positions
$OUNZ$BMY$DUK
$948M
347 positions
#7St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$SO$BMY$DUK
$875M
125 positions
#8PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$DOV$LIN$BMY
$2.8B
186 positions
#9Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$DOV$MCK$BMY
$194M
110 positions
#10McKinley Carter Wealth Services, Inc.Active
Some overlap · 3 shared positions
$DOV$LIN$MCK
$2.0B
323 positions
#11SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 3 shared positions
$DOV$LIN$TMO
$217M
287 positions
#12Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$DOV$LIN$CRH
$767M
38 positions
#13Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$SO$SLV$DUK
$166M
570 positions
#14Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$MCK$DUK
$170M
121 positions
#15Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$SO$DUK
$1.2B
127 positions
#16LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SO$DUK
$415M
229 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$LIN$MCK$DUK$TMO
$360M
73 positions
#18CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$DUK$TMO
$188M
24 positions
#19Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$TMO
$313M
66 positions
#20Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$DUK$SO
$212M
171 positions
#21Corundum Group, Inc.Active
Some overlap · 3 shared positions
$LIN$BMY$DUK
$337M
112 positions
#22DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$OUNZ$FDX$T
$1.0B
1,368 positions
#23SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 3 shared positions
$LIN$DOV$CRH
$7.1B
265 positions
#24Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$LIN$MCK$CRH
$253M
63 positions
#25Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$SO$DUK$TMO
$135M
80 positions

Compare Ferguson Shapiro’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ferguson Shapiro’s holdings

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.