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Hedge Funds Similar to Ferguson Johnson Wealth

13F Portfolio OverlapQ2 2026Ferguson Johnson Wealth portfolio →
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Most similar hedge funds by 13F overlap

Ferguson Johnson Wealth Management Inc is an institutional investor managing $137M across 38 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 Ferguson Johnson Wealth are Shellback, BALDWIN WEALTH PARTNERS, RAM Investment Partners, with shared positions in $DOV, $MAR, $CMG, $DHR. The full ranking of 3 similar funds is below.

#1Shellback Capital, LPPassive
Some overlap · 3 shared positions
$DOV$MAR$CMG
$1.1B
89 positions
#2BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 3 shared positions
$MAR$DHR$DOV
$1.5B
234 positions
#3RAM Investment Partners, LLCActive
Slight overlap · 3 shared positions
$DHR$DOV$MAR
$625M
127 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.