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Hedge Funds Similar to Berger Financial Group,

13F Portfolio OverlapQ1 2026Berger Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Berger Financial Group, Inc is an institutional investor managing $1.8B across 474 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 Berger Financial Group, are Axecap Investments,, Cornerstone Select Advisors,, CONNING, with shared positions in $CHRW, $VLO, $TJX, $HIG, $IBM, $T. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CHRW$VLO$TJX$HIG
$145M
69 positions
#2Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$VLO$IBM$T$GILD$CRWD
$160M
124 positions
#3CONNING INC.Passive
Some overlap · 5 shared positions
$VLO$IBM$EOG$GILD$KR
$3.0B
311 positions
#4AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VLO$IBM$T$GILD$HIG
$160M
137 positions
#5KWMG, LLCActive
Some overlap · 5 shared positions
$VLO$T$IBM$KR$TJX
$1.2B
147 positions
#6Heritage Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$VLO$T$CB$ALL$ABT
$202M
157 positions
#7Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$GILD$KR$FFIV$HIG
$779M
297 positions
#8AIMZ Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$CHRW$IBM$GILD
$324M
139 positions
#9Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$CHRW$IBM$ABT
$245M
83 positions
#10DoubleLine ETF Adviser LPPassive
Some overlap · 5 shared positions
$T$GILD$TJX$LYV$ABT
$263M
176 positions
#11Brandywine Global Investment Management, LLC
Some overlap · 5 shared positions
$T$KR$IBM$GILD$EOG
$14.9B
601 positions
#12denkapparat Operations GmbHPassive
Some overlap · 5 shared positions
$GILD$CB$ALL$EOG$KR
$242M
333 positions
#13Virtus Investment Advisers, LLCPassive
Some overlap · 6 shared positions
$GILD$CB$TJX$ALL$LYV$HIG
$363M
450 positions
#14Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$VLO$IBM$T$KR
$1.2B
93 positions
#15Dai-ichi Life Insurance Company, LtdActive
Some overlap · 5 shared positions
$GILD$TJX$T$IBM$CB
$3.5B
464 positions
#16Providence Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$VLO$IBM$GILD$ALL
$157M
80 positions
#17TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$VLO$IBM$GILD$INTU
$182M
115 positions
#18Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$IBM$T$EOG$INTU
$695M
159 positions
#19E. Ohman J:or Asset Management ABActive
Some overlap · 4 shared positions
$IBM$T$GILD$INTU
$3.8B
477 positions
#20FARMERS TRUST COPassive
Some overlap · 4 shared positions
$IBM$T$KR$CB
$637M
203 positions
#21Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$IBM$T$CRWD$INTU
$562M
62 positions
#22Insight Inv LLCPassive
Some overlap · 4 shared positions
$IBM$EOG$TJX$ALL
$183M
104 positions
#23Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$IBM$T$CB$ALL
$308M
137 positions
#24Wahed Invest LLCPassive
Some overlap · 5 shared positions
$IBM$T$ABT$TJX$GILD
$770M
225 positions
#25MEYER HANDELMAN COActive
Some overlap · 4 shared positions
$IBM$GILD$TJX$ALL
$3.2B
220 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.