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 Fairman Group,

13F Portfolio OverlapQ1 2026Fairman Group, portfolio →

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Most similar hedge funds by 13F overlap

Fairman Group, LLC is an institutional investor managing $117M across 326 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 Fairman Group, are Hummer Financial Advisory Services, HUTCHINSON /CA, Mraz, Amerine & Associates,, with shared positions in $ACN, $PH, $MDY, $WRB, $MKL, $SNOW. The full ranking of 25 similar funds is below.

#1Hummer Financial Advisory Services IncActive

Notable overlap · 3 shared positions

$ACN $PH $MDY

$141M

129 positions

#2HUTCHINSON CAPITAL MANAGEMENT/CAPassive

Some overlap · 4 shared positions

$WRB $ACN $MKL $SNOW

$544M

97 positions

#3Mraz, Amerine & Associates, Inc.Active

Some overlap · 4 shared positions

$WRB $WT $MKL $SCHW

$678M

190 positions

#4MOR Wealth Management, LLCActive

Some overlap · 4 shared positions

$ACN $WT $HUM $SHOP

$218M

103 positions

#5Wolfstich Capital, LLCActive

Some overlap · 3 shared positions

$ACN $WT $HUM

$114M

45 positions

#6Birch Capital Management, LLCActive

Some overlap · 3 shared positions

$ACN $EPD $SCHW

$191M

78 positions

#7Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ACN $HUM $MKL $SNOW

$194M

54 positions

#8Ruane, Cunniff & Goldfarb L.P.Active

Some overlap · 3 shared positions

$ACN $SCHW $BRZE

$6.0B

50 positions

#9SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive

Some overlap · 3 shared positions

$ACN $WT $PFE

$788M

47 positions

#10Watchman Group, Inc.Active

Slight overlap · 3 shared positions

$ACN $WT $MKL

$413M

73 positions

#11GFS Advisors, LLCPassive

Slight overlap · 4 shared positions

$PH $ACN $WT $MDY

$785M

159 positions

#12Argo Wealth Advisory, LLCActive

Slight overlap · 4 shared positions

$ACN $WT $HUM $PFE

$170M

48 positions

#13Elm3 Financial Group, LLCPassive

Slight overlap · 3 shared positions

$WRB $WT $BRZE

$118M

117 positions

#14Unify Financial AdvisorsPassive

Slight overlap · 6 shared positions

$PH $HUM $SHOP $SNOW $BRZE $SCHW

$96M

89 positions

#15Frazier Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$ACN $WT $HUM

$181M

836 positions

#16Sciencast Management LPPassive

Slight overlap · 4 shared positions

$PH $WRB $SHOP $SNOW

$785M

243 positions

#17BCM ADVISORS, LLCActive

Slight overlap · 4 shared positions

$PH $EPD $WT $SNOW

$507M

78 positions

#18TOWER BRIDGE ADVISORSPassive

Slight overlap · 3 shared positions

$ACN $PH $SCHW

$1.0B

221 positions

#19Minot DeBlois Advisors LLCPassive

Slight overlap · 4 shared positions

$ACN $HUM $MKL $PFE

$110M

226 positions

#20Joseph Group Capital ManagementPassive

Slight overlap · 4 shared positions

$PH $WT $HUM $BRZE

$400M

379 positions

#21PZENA INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$ACN $HUM $PFE

$30.8B

158 positions

#22SMITH CHAS P & ASSOCIATES PA CPASActive

Slight overlap · 3 shared positions

$ACN $BRZE $MDY

$1.8B

176 positions

#23FINANCIAL ADVISORY PARTNERS, LLCActive

Slight overlap · 4 shared positions

$PH $WT $HUM $SCHW

$354M

66 positions

#24Lafayette Investments, Inc.Active

Slight overlap · 4 shared positions

$PH $ACN $MKL $SCHW

$494M

158 positions

#25CRAWFORD INVESTMENT COUNSEL INCPassive

Slight overlap · 3 shared positions

$ACN $PFE $SCHW

$5.9B

300 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.