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Hedge Funds Similar to Fischer Financial Services

13F Portfolio OverlapQ2 2026Fischer Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Fischer Financial Services, Inc. is an institutional investor managing $398M across 65 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 Fischer Financial Services are HENDLEY, CARDEROCK, Tower View Wealth, with shared positions in $PH, $APH, $SYK, $ARM, $PLTR. The full ranking of 25 similar funds is below.

#1HENDLEY & CO INCActive
Some overlap · 3 shared positions
$PH$APH$SYK
$283M
47 positions
#2CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$PH$APH$SYK
$456M
67 positions
#3Tower View Wealth Management LLCPassive
Some overlap · 3 shared positions
$PH$APH$ARM
$227M
205 positions
#4Argentarii, LLCPassive
Some overlap · 3 shared positions
$PH$APH$PLTR
$332M
213 positions
#5Segment Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PH$APH$SYK
$1.9B
312 positions
#6PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$PH$PLTR$ARM
$3.2B
77 positions
#7MARIETTA INVESTMENT PARTNERS LLCPassive
Slight overlap · 3 shared positions
$PH$APH$PLTR
$582M
170 positions
#8Railway Pension Investments LtdActive
Slight overlap · 3 shared positions
$APH$PH$SYK
$8.0B
102 positions
#9Inspire Investing, LLCPassive
Slight overlap · 3 shared positions
$PH$APH$PLTR
$2.4B
1,266 positions
#10American TrustActive
Slight overlap · 3 shared positions
$APH$PH$SYK
$1.3B
334 positions
#11HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Slight overlap · 3 shared positions
$APH$SYK$PLTR
$217M
352 positions
#12LaFleur & Godfrey LLCPassive
Slight overlap · 3 shared positions
$APH$SYK$PLTR
$842M
149 positions
#13Prasad Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$PH$PLTR$ARM
$416M
160 positions
#14ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Slight overlap · 4 shared positions
$APH$PLTR$SYK$ARM
$225.4B
1,887 positions
#15SFAM, LLCActive
Slight overlap · 3 shared positions
$APH$PH$SYK
$123M
262 positions
#16Benchmark Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$APH$PLTR$PH
$228M
70 positions
#17BRIDGES INVESTMENT MANAGEMENT INCActive
Slight overlap · 3 shared positions
$PH$SYK$APH
$8.2B
401 positions
#18CONGRESS ASSET MANAGEMENT CO /MAPassive
Slight overlap · 3 shared positions
$APH$PH$ARM
$16.3B
376 positions
#19Generali Investments, Management Co LLCActive
Slight overlap · 3 shared positions
$SYK$PLTR$APH
$460M
164 positions
#20BankChampaign, National AssociationPassive
Slight overlap · 3 shared positions
$PH$PLTR$ARM
$130M
200 positions
#21Stratos Wealth Partners, LTD.Passive
Slight overlap · 3 shared positions
$APH$PH$PLTR
$9.9B
1,690 positions
#22Baker Chad RActive
Slight overlap · 3 shared positions
$APH$SYK$ARM
$620M
51 positions
#23NZS Capital, LLCActive
Slight overlap · 3 shared positions
$APH$SYK$ARM
$3.9B
61 positions
#24Reynders McVeigh Capital Management, LLC
Slight overlap · 3 shared positions
$APH$SYK$ARM
$2.0B
195 positions
#25Rathbones Group PLCActive
Slight overlap · 3 shared positions
$APH$PH$ARM
$27.1B
665 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.