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 Ferguson Shapiro

13F Portfolio OverlapQ1 2026Ferguson Shapiro portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ferguson Shapiro LLC is an institutional investor managing $342M across 91 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 Ferguson Shapiro are Greystone Financial Group,, Vertrix Wealth ,, Sky Investment Group, with shared positions in $LIN, $KO, $MCK, $HON, $DUK, $TMO. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$LIN $KO $MCK $HON $DUK $TMO

$353M

78 positions

#2Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$LIN $KO $MCK $HON $DUK $TMO

$272M

95 positions

#3Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$LIN $KO $SO $HON $DUK $TMO

$583M

140 positions

#4SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 4 shared positions

$DOV $LIN $KO $TMO

$207M

119 positions

#5Regents Gate Capital LLPActive

Some overlap · 4 shared positions

$LIN $DOV $CRH $AYI

$469M

36 positions

#6LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$DOV $KO $SO $DUK $IBM

$2.7B

111 positions

#7Patrick Mauro Investment Advisor, INC.Active

Some overlap · 5 shared positions

$LIN $SO $DOV $BMY $DUK

$199M

40 positions

#8Approach Retirement Advisors, LLCActive

Some overlap · 7 shared positions

$DOV $KO $SO $KKR $DUK $TMO

$120M

79 positions

#9Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 5 shared positions

$LIN $KO $MCK $T $IBM

$974M

782 positions

#10MCDANIEL TERRY & COActive

Some overlap · 4 shared positions

$DOV $KO $HON $TMO

$1.2B

81 positions

#11LongView Wealth ManagementPassive

Some overlap · 5 shared positions

$DOV $KO $SO $KKR $CRM

$398M

247 positions

#12American National Bank of TexasActive

Some overlap · 4 shared positions

$DOV $KO $KKR $HON

$105M

57 positions

#13NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 4 shared positions

$LIN $KO $SO $TMO

$1.5B

105 positions

#14MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 4 shared positions

$LIN $KO $SO $TMO

$1.8B

250 positions

#15Unisphere EstablishmentActive

Some overlap · 5 shared positions

$LIN $HON $KKR $TMO $IBM

$11.9B

50 positions

#16SCOPUS ASSET MANAGEMENT, L.P.Passive

Some overlap · 3 shared positions

$LIN $KO $CRH

$5.8B

280 positions

#17Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 3 shared positions

$LIN $KO $TMO

$672M

27 positions

#18Kimelman & Baird, LLCActive

Some overlap · 4 shared positions

$DOV $LIN $HON $IBM

$1.2B

263 positions

#19AMF Tjanstepension ABActive

Some overlap · 3 shared positions

$LIN $KO $CRM

$15.1B

117 positions

#20Galilei Investment Office LLPSmart money

Some overlap · 3 shared positions

$DOV $KO $FDX

$193M

25 positions

#21Hegarty Advisors, LLCActive

Some overlap · 3 shared positions

$DOV $ALPS $KKR

$127M

57 positions

#22NICOLA WEALTH MANAGEMENT LTD.Passive

Some overlap · 3 shared positions

$LIN $KO $T

$833M

62 positions

#23Brentview Investment Management LLCPassive

Some overlap · 3 shared positions

$LIN $MCK $CRH

$231M

63 positions

#24Lakewood Asset Management LLCPassive

Some overlap · 3 shared positions

$DOV $MCK $BMY

$156M

107 positions

#25CURA WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$DOV $ALPS $DUK

$223M

126 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.