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Hedge Funds Similar to Fairscale ,

13F Portfolio OverlapQ1 2026Fairscale , portfolio →
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Most similar hedge funds by 13F overlap

Fairscale Capital, LLC is an institutional investor managing $145M across 437 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 Fairscale , are HBW Advisory Services, Owen LaRue,, Prota Financial,, with shared positions in $REGN, $KKR, $TMO, $CRM, $GEV, $UNH. The full ranking of 25 similar funds is below.

#1HBW Advisory Services LLCPassive
Some overlap · 6 shared positions
$REGN$KKR$TMO$CRM$GEV$UNH
$949M
444 positions
#2Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$REGN$TMO$PLTR$CRWD$NTRB$GEV
$261M
128 positions
#3Prota Financial, LLCActive
Some overlap · 6 shared positions
$REGN$TMO$CRM$KO$GEV$MS
$138M
67 positions
#4GuoLine Advisory Pte LtdActive
Some overlap · 5 shared positions
$REGN$TMO$CRM$CRWD$PANW
$956M
24 positions
#5Modus Advisors, LLCPassive
Some overlap · 7 shared positions
$REGN$CRM$PLTR$NEE$CRWD$MS
$363M
117 positions
#6Drucker Wealth 3.0, LLCPassive
Some overlap · 4 shared positions
$REGN$KKR$NEE$KO
$573M
266 positions
#7Clay Northam Wealth Management, LLCPassive
Some overlap · 5 shared positions
$REGN$TMO$PLTR$CRWD$NEE
$178M
101 positions
#8ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$REGN$TMO$PLTR$PANW
$153M
61 positions
#9Orion Investment CoActive
Some overlap · 5 shared positions
$REGN$PLTR$NEE$CMI$PANW
$315M
69 positions
#10Clarus Wealth AdvisorsPassive
Some overlap · 6 shared positions
$REGN$PLTR$NTRB$MS$NEE$UNH
$235M
88 positions
#11Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$REGN$CRM$NEE$MS
$1.8B
613 positions
#12NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$REGN$PLTR$CRM$NTRB
$232M
168 positions
#13Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$REGN$KKR$MS
$126M
74 positions
#14Evergreen Wealth Management, LLCPassive
Some overlap · 3 shared positions
$REGN$KKR$UNH
$194M
54 positions
#15Ballast, Inc.Active
Some overlap · 3 shared positions
$REGN$KKR$UNH
$432M
133 positions
#16Oxford Wealth Group, LLCPassive
Some overlap · 5 shared positions
$REGN$PLTR$NTRB$MS$CRM
$183M
88 positions
#17Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$REGN$TMO$KO
$538M
116 positions
#18Navigation Group, LLCActive
Some overlap · 3 shared positions
$REGN$KKR$PLTR
$427M
113 positions
#19Rhenman & Partners Asset Management ABPassive
Some overlap · 3 shared positions
$REGN$TMO$UNH
$810M
86 positions
#20Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$REGN$TMO$NEE
$118M
73 positions
#21Mainsail Financial Group, LLCActive
Some overlap · 3 shared positions
$REGN$CRM$KO
$240M
62 positions
#22Echo Wealth Management, LLCActive
Some overlap · 4 shared positions
$REGN$NTRB$MS$UNH
$174M
47 positions
#23PeakShares LLCPassive
Some overlap · 6 shared positions
$REGN$TMO$CRM$PLTR$CRWD$PANW
$109M
116 positions
#24Bellevue Group AGActive
Some overlap · 3 shared positions
$REGN$TMO$UNH
$4.2B
155 positions
#25OPINICUS CAPITAL, INC.Passive
Some overlap · 4 shared positions
$REGN$KKR$CRWD$PANW
$142M
98 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.