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 Fischer Financial Services,

13F Portfolio OverlapQ1 2026Fischer Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Fischer Financial Services, Inc. is an institutional investor managing $297M across 56 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 Fischer Financial Services, are AMI INVESTMENT, Longview Financial Advisors, Rockbridge Investment , LCC, with shared positions in $COP, $MAR, $SYK, $UNH, $HSY, $WT. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$COP $MAR $SYK $UNH $HSY

$445M

77 positions

#2Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$COP $WT $PH $PLTR

$184M

157 positions

#3Rockbridge Investment Management, LCCSmart money

Notable overlap · 4 shared positions

$COP $PLTR $WT $GEV

$1.1B

137 positions

#4Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $MAR $HSY

$320M

972 positions

#5VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$COP $MAR $HSY

$335M

505 positions

#6Tandem Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$COP $MAR $HSY $PH

$224M

47 positions

#7Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$COP $NTES $PLTR

$333M

198 positions

#8Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $MAR $HSY

$374M

86 positions

#9Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$COP $MAR $SYK

$453M

103 positions

#10DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$COP $MAR $SYK $PH

$464M

679 positions

#11Lighthouse Financial LLCActive

Notable overlap · 3 shared positions

$COP $UNH $GEV

$166M

76 positions

#12Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $UNH $MAR

$284M

91 positions

#13Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$COP $MAR $HSY

$1.8B

57 positions

#14DAGCO, INC.Passive

Notable overlap · 3 shared positions

$COP $MAR $PH

$461M

353 positions

#15EAGLE CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$COP $UNH $GEV

$29.8B

60 positions

#16Rialto Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$COP $SYK $GEV

$445M

1,730 positions

#17Hobart Private Capital, LLCPassive

Notable overlap · 3 shared positions

$COP $MAR $WT

$509M

132 positions

#18MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$COP $MAR $GEV

$634M

106 positions

#19Ankerstar Wealth, LLCPassive

Some overlap · 3 shared positions

$COP $WT $HSY

$95M

955 positions

#20Integrity Investment Advisors, LLCActive

Some overlap · 3 shared positions

$COP $WT $PLTR

$184M

74 positions

#21VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$COP $MAR $WT

$301M

176 positions

#22Fortress Financial Solutions, LLCActive

Some overlap · 3 shared positions

$COP $PLTR $UNH

$96M

56 positions

#23Sharper & Granite LLCPassive

Some overlap · 4 shared positions

$COP $MAR $HSY $WT

$293M

107 positions

#24TAGStone Capital, Inc.Passive

Some overlap · 3 shared positions

$COP $MAR $WT

$283M

137 positions

#25Mason & Associates IncActive

Some overlap · 3 shared positions

$COP $PLTR $WT

$516M

160 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.