13F Pro

Hedge Funds Similar to HAGER INVESTMENT SERVICES,

13F Portfolio OverlapQ1 2026HAGER INVESTMENT SERVICES, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HAGER INVESTMENT MANAGEMENT SERVICES, LLC is an institutional investor managing $182M across 329 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 HAGER INVESTMENT SERVICES, are Gunderson, HARTLINE INVESTMENT /, Riggs Asset Managment, with shared positions in $PLTR, $AMD, $DELL, $CCJ, $PWR, $LNG. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Passive
Notable overlap · 7 shared positions
$PLTR$AMD$DELL$CCJ$PWR$LNG
$239M
46 positions
#2HARTLINE INVESTMENT CORP/Active
Notable overlap · 8 shared positions
$GLW$AMD$DELL$PLTR$MRVL$GEV
$909M
112 positions
#3Riggs Asset Managment Co. Inc.Passive
Notable overlap · 6 shared positions
$GLW$PLTR$AMD$CCJ$AXP$GEV
$486M
127 positions
#4COOKSON PEIRCE & CO INCPassive
Notable overlap · 6 shared positions
$GLW$APH$EME$PLTR$TOL$GEV
$2.4B
303 positions
#5KADENSA CAPITAL LtdActive
Notable overlap · 5 shared positions
$PLTR$GLW$AMD$PWR$GEV
$718M
39 positions
#6BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$GLW$SCHW$CCJ$VRTX$AXP$GEV
$4.1B
151 positions
#7LaFleur & Godfrey LLCActive
Notable overlap · 6 shared positions
$PLTR$SYK$APH$CEG$AXP$GEV
$803M
141 positions
#8Main Street Research LLCActive
Notable overlap · 6 shared positions
$GLW$APH$PLTR$CCJ$GEV$SCHW
$1.7B
148 positions
#9Teamwork Financial Advisors, LLCPassive
Notable overlap · 6 shared positions
$PLTR$AMD$TJX$PWR$AXP$GEV
$946M
216 positions
#10Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 5 shared positions
$GLW$SCHW$AMD$TJX$VRTX
$192M
70 positions
#11BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMD$TJX$PWR$AXP$GEV
$360M
106 positions
#12Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$PLTR$APH$AMD$MRVL$GEV
$65M
34 positions
#13FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLTR$DELL$EME$APH$LNG
$399M
173 positions
#14McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$SYK$AMD$SCHW
$885M
121 positions
#15SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$PLTR$EME$PWR$CEG$MRVL$GEV
$688M
180 positions
#16CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$GLW$PLTR$CEG$SYK$GEV
$1.3B
118 positions
#17Quantum Private Wealth, LLCPassive
Some overlap · 7 shared positions
$AMD$PLTR$EME$DELL$MRVL$PWR
$324M
165 positions
#18Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$PLTR$APH$EME$GEV$EVR
$807M
158 positions
#19AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$PLTR$GLW$TJX$AMD
$200M
93 positions
#20Van Cleef Asset Management,IncActive
Some overlap · 5 shared positions
$PLTR$SYK$SCHW$AXP$CEG
$929M
118 positions
#21MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 7 shared positions
$EME$APH$AMD$GLW$GEV$TOL
$545M
113 positions
#22Elefante Mark BPassive
Some overlap · 6 shared positions
$AMD$SCHW$TJX$VRTX$AXP$APH
$182M
58 positions
#23PeakShares LLCPassive
Some overlap · 6 shared positions
$AMD$PLTR$GLW$TJX$VRTX$CEG
$109M
116 positions
#24MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 5 shared positions
$PLTR$AMD$GLW$TJX$GEV
$129M
58 positions
#25Element Squared LLCActive
Some overlap · 5 shared positions
$APH$AMD$SCHW$EVR$AXP
$177M
42 positions

Compare HAGER INVESTMENT SERVICES,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HAGER INVESTMENT SERVICES,’s holdings

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.