What hedge funds are most similar to HAGER INVESTMENT MANAGEMENT SERVICES, LLC?

The funds with the most similar 13F portfolios to HAGER INVESTMENT MANAGEMENT SERVICES, LLC are Markin Volterra Fund, CORNERSTONE ENTERPRISES, RENAISSANCE GROUP, based on overlapping conviction holdings in the latest SEC filings.

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 HAGER INVESTMENT SERVICES

13F Portfolio OverlapQ2 2026HAGER INVESTMENT SERVICES portfolio →

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Most similar hedge funds by 13F overlap

HAGER INVESTMENT MANAGEMENT SERVICES, LLC is an institutional investor managing $217M across 352 U.S. equity positions as of Q2 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 Markin Volterra Fund, CORNERSTONE ENTERPRISES, RENAISSANCE GROUP, with shared positions in $MRVL, $DELL, $KLAC, $GLW, $APH, $PLTR. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$MRVL $DELL $KLAC $GLW $APH $PLTR

$147M

69 positions

#2CORNERSTONE ENTERPRISES, LLCActive

Notable overlap · 5 shared positions

$GLW $MRVL $PLTR $APH $OHI

$171M

51 positions

#3RENAISSANCE GROUP LLCPassive

Notable overlap · 7 shared positions

$APH $KLAC $EME $SCHW $TJX $ROK

$2.5B

234 positions

#4Menard Financial Group LLCActive

Notable overlap · 6 shared positions

$PLTR $KLAC $DELL $SCHW $PWR $AXP

$184M

80 positions

#5WASHINGTON TRUST CoPassive

Notable overlap · 7 shared positions

$KLAC $GLW $DELL $TJX $PWR $EME

$3.2B

291 positions

#6PeakShares LLCActive

Notable overlap · 6 shared positions

$GLW $KLAC $DELL $PLTR $TJX $AXP

$134.4B

122 positions

#7FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$PLTR $APH $KLAC $DELL $EME

$487M

190 positions

#8Geneva Partners, LLCPassive

Notable overlap · 5 shared positions

$GLW $MRVL $KLAC $DELL $PWR

$334M

81 positions

#9Citizens Business BankActive

Notable overlap · 5 shared positions

$MRVL $PLTR $DELL $SCHW $PWR

$664M

139 positions

#10N10 WEALTH, LLCActive

Notable overlap · 5 shared positions

$MRVL $PLTR $APH $PWR $AXP

$348M

65 positions

#11N10 ASSETS, LLCActive

Notable overlap · 5 shared positions

$MRVL $PLTR $APH $PWR $AXP

$263M

34 positions

#12Riggs Asset Managment Co. Inc.Passive

Notable overlap · 6 shared positions

$GLW $PLTR $TOL $CCJ $AXP $MRVL

$560M

132 positions

#13Fedenia Advisers LLCActive

Notable overlap · 5 shared positions

$MRVL $GLW $DELL $KLAC $PLTR

$425M

121 positions

#14HARTLINE INVESTMENT CORP/Active

Notable overlap · 5 shared positions

$GLW $MRVL $DELL $PLTR $AXP

$1.1B

115 positions

#15NZS Capital, LLCActive

Notable overlap · 5 shared positions

$APH $MRVL $KLAC $SYK $PWR

$3.9B

61 positions

#16Highview Capital Management LLC/DE/Passive

Notable overlap · 6 shared positions

$DELL $KLAC $PWR $TJX $MRVL $VRTX

$347M

118 positions

#17ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 7 shared positions

$KLAC $SCHW $PWR $DELL $CEG $AXP

$129M

106 positions

#18Penobscot Investment Management Company, Inc.Passive

Some overlap · 6 shared positions

$APH $KLAC $TJX $PWR $SYK $GLW

$1.4B

322 positions

#19MOTCOPassive

Some overlap · 5 shared positions

$GLW $APH $DELL $TJX $SCHW

$1.2B

840 positions

#20Horizon Investment Services, LLCPassive

Some overlap · 5 shared positions

$APH $KLAC $DELL $EME $AXP

$360M

143 positions

#21Retireful, LLCPassive

Some overlap · 4 shared positions

$GLW $MRVL $DELL $KLAC

$116M

86 positions

#22Cunning Capital Partners, LPActive

Some overlap · 6 shared positions

$KLAC $DELL $PWR $CEG $AXP $PLTR

$248M

55 positions

#23Great Lakes Retirement, Inc.Passive

Some overlap · 6 shared positions

$KLAC $SCHW $MRVL $PWR $DELL $GLW

$1.1B

222 positions

#24Aspen Investment Management IncPassive

Some overlap · 6 shared positions

$GLW $MRVL $PWR $SCHW $SYK $PLTR

$372M

187 positions

#25Quantum Private Wealth, LLCPassive

Some overlap · 7 shared positions

$MRVL $DELL $EME $PLTR $GLW $PWR

$391M

164 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.