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 FISCHER INVESTMENT STRATEGIES,

13F Portfolio OverlapQ1 2026FISCHER INVESTMENT STRATEGIES, portfolio →

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Most similar hedge funds by 13F overlap

FISCHER INVESTMENT STRATEGIES, LLC is an institutional investor managing $171M across 45 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 FISCHER INVESTMENT STRATEGIES, are DOPKINS WEALTH ,, Pillar Financial Advisors,, Lauterbach Financial Advisors,, with shared positions in $NKE, $SNOW, $NTRB, $MAR, $BITB, $IBIT. The full ranking of 25 similar funds is below.

#1DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $NTRB

$249M

92 positions

#2Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $NTRB

$171M

106 positions

#3Lauterbach Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$NKE $MAR $NTRB $SNOW

$205M

79 positions

#4Broadhurst Jeffrey BActive

Notable overlap · 3 shared positions

$NKE $BITB $IBIT

$98M

41 positions

#5Squire Investment Management Company, LLCActive

Notable overlap · 3 shared positions

$NKE $NTRB $MAR

$360M

76 positions

#6Shearwater Capital LLCSmart money

Notable overlap · 3 shared positions

$NKE $MAR $NTRB

$191M

71 positions

#7KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $NTRB $MAR

$522M

97 positions

#8Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$NKE $NTRB $SNOW

$987M

100 positions

#9ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$NKE $MAR $SNOW

$158M

125 positions

#10Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$NKE $SNOW $IBIT

$228M

72 positions

#11Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NKE $BITB $SNOW

$1.5B

686 positions

#12Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$NKE $SNOW $IBIT

$607M

110 positions

#13Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $NKE $IBIT $MAR

$525M

138 positions

#14RF&L WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $NTRB $SNOW

$134M

52 positions

#15True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $NKE $MAR

$1.6B

418 positions

#16Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $BTSG $NTRB

$174M

47 positions

#17Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$SNOW $NKE $MAR

$188M

121 positions

#18Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 3 shared positions

$NKE $SNOW $NTRB

$111M

63 positions

#19Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$SNOW $NTRB $MAR

$4.7B

1,361 positions

#20Ethos Capital Management, Inc.Active

Notable overlap · 3 shared positions

$SNOW $NTRB $MAR

$117M

56 positions

#21Donalies Financial Planning, LLCActive

Some overlap · 3 shared positions

$NKE $SNOW $MAR

$117M

74 positions

#22VANCE WEALTH, LLCActive

Some overlap · 4 shared positions

$NKE $SNOW $BITB $IBIT

$346M

118 positions

#23Certified Advisory CorpPassive

Some overlap · 3 shared positions

$SNOW $NKE $MAR

$1.1B

318 positions

#24City State BankPassive

Some overlap · 3 shared positions

$SNOW $NKE $MAR

$385M

784 positions

#25Legacy Wealth Managment, LLC/IDPassive

Some overlap · 3 shared positions

$BTSG $NTRB $IBIT

$201M

1,043 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.