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Hedge Funds Similar to Fairman Group

13F Portfolio OverlapQ3 2026Fairman Group portfolio →
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Most similar hedge funds by 13F overlap

Fairman Group, LLC is an institutional investor managing $140M across 332 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 Fairman Group are NEW VERNON INVESTMENT, Hummer Financial Advisory Services, PENN DAVIS MCFARLAND, with shared positions in $WRB, $EPD, $UBER, $ABT, $ACN, $PH. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$WRB$EPD$UBER$ABT
$82M
37 positions
#2Hummer Financial Advisory Services IncActive
Some overlap · 4 shared positions
$ACN$PH$MDY$ABT
$153M
127 positions
#3PENN DAVIS MCFARLAND INCActive
Some overlap · 4 shared positions
$ACN$EPD$PFE$AXP
$1.2B
74 positions
#4Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$ACN$EPD$ET
$179M
25 positions
#5Icon Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$ACN$EPD$ET$PNC$DIS
$1.7B
420 positions
#6Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$WRB$PNC$UBER
$182M
77 positions
#7McGowan Group Asset Management, Inc.Active
Some overlap · 4 shared positions
$ETG$EPD$CSQ$ET
$823M
154 positions
#8Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$PH$ACN$DOV
$223M
30 positions
#9Baer Investment Advisory LLCActive
Some overlap · 3 shared positions
$VEEV$EPD$SHOP
$126M
65 positions
#10Orion Investment CoActive
Some overlap · 3 shared positions
$PH$SHOP$EPD
$343M
73 positions
#11Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$WRB$ACN$PH
$129M
79 positions
#12Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$PH$VEEV$AXP$DIS
$1.5B
143 positions
#13Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$ACN$EPD$AXP
$673M
158 positions
#14CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$WRB$PH$AXP
$4.2B
299 positions
#15STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PH$WRB$AXP
$1.1B
145 positions
#16Schrum Private Wealth Management LLCPassive
Some overlap · 5 shared positions
$ACN$DOV$PFE$ABT$DIS
$97M
109 positions
#17William Mack & Associates, Inc.Active
Some overlap · 3 shared positions
$ACN$MDY$DIS
$319M
875 positions
#18TORRAY LLCActive
Some overlap · 3 shared positions
$ACN$VEEV$PFE
$741M
91 positions
#19Argyle Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PH$EPD$ET
$162M
175 positions
#20Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$ACN$VEEV$ABT
$409M
123 positions
#21MOR Wealth Management, LLCActive
Some overlap · 3 shared positions
$ACN$SHOP$PNC
$251M
122 positions
#22PMG Family Office LLCActive
Some overlap · 3 shared positions
$ETG$CSQ$EOS
$108M
112 positions
#23Asset Management Group, Inc.Passive
Some overlap · 6 shared positions
$WRB$MDY$DOV$PFE$ABT$DIS
$683M
137 positions
#24Lazard Freres Gestion S.A.S.Active
Some overlap · 3 shared positions
$PH$ACN$DIS
$5.8B
115 positions
#25Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PH$ACN$UBER
$490M
134 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.