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Hedge Funds Similar to Halter Ferguson Financial

13F Portfolio OverlapQ1 2026Halter Ferguson Financial portfolio →
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Most similar hedge funds by 13F overlap

Halter Ferguson Financial Inc. is an institutional investor managing $456M across 38 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 Halter Ferguson Financial are Lauer Wealth,, Alta Advisers Ltd, BIT GmbH, with shared positions in $UPST, $BMNP, $MU, $PLTR, $GE, $LMND. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Notable overlap · 4 shared positions
$UPST$BMNP$MU$PLTR
$126M
67 positions
#2Alta Advisers LtdActive
Notable overlap · 4 shared positions
$UPST$MU$PLTR$GE
$276M
206 positions
#3BIT Capital GmbHActive
Notable overlap · 4 shared positions
$MU$LMND$BMNP$OSCR
$2.1B
92 positions
#4Heritage Wealth Management, Inc. /CA/Passive
Notable overlap · 3 shared positions
$UPST$MU$PLTR
$181M
94 positions
#5Strata Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$HBAN$MU
$365M
87 positions
#6Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$UPST$PLTR$CMI
$184M
56 positions
#7MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$UPST$MU$GE
$226M
109 positions
#8VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$UPST$MU$GE
$469M
104 positions
#9Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$MU$UPST$GE
$520M
30 positions
#10Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$UPST$PLTR$MU
$234M
72 positions
#11Telligent Fund, LPActive
Some overlap · 3 shared positions
$MU$PLTR$GE
$94M
24 positions
#12IMC-Chicago, LLCPassive
Some overlap · 3 shared positions
$MU$BMNP$PLTR
$278.4B
5,950 positions
#13Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$MU$HBAN$PLTR
$88M
65 positions
#14BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$MU$PLTR$GE
$209M
103 positions
#15SG Americas Securities, LLCPassive
Some overlap · 3 shared positions
$MU$CMI$GE
$93M
3,176 positions
#16Gladius Capital Management LPActive
Some overlap · 3 shared positions
$MU$PLTR$GE
$2.2B
106 positions
#17CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$UPST$MU$GE
$210M
149 positions
#18CONTINENTAL INVESTORS SERVICES, INC.Active
Some overlap · 3 shared positions
$UPST$MU$PLTR
$106M
81 positions
#19WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$MU$PLTR$GE
$210M
141 positions
#20Evergreen Quality Fund GP, Ltd.Smart money
Some overlap · 3 shared positions
$MU$CMI$GE
$4.4B
40 positions
#21Kultura Capital Management LPActive
Some overlap · 3 shared positions
$MU$PLTR$AEHR
$638M
53 positions
#22LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MU$BMNP$GE
$279M
80 positions
#23ANDERSON HOAGLAND & COPassive
Some overlap · 3 shared positions
$UPST$CMI$GE
$1.2B
136 positions
#24Gunderson Capital Management Inc.Passive
Slight overlap · 3 shared positions
$MU$PLTR$GE
$239M
46 positions
#25Strategic Investment Solutions, Inc. /ILPassive
Slight overlap · 3 shared positions
$UPST$PLTR$GE
$414M
694 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.