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Hedge Funds Similar to Fisher Asset

13F Portfolio OverlapQ2 2026Fisher Asset portfolio →
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Most similar hedge funds by 13F overlap

Fisher Asset Management, LLC is an institutional investor managing $335.8B across 1,037 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 Fisher Asset are Glass Wealth, Myriad Asset US, Myriad Asset Advisors, with shared positions in $ASML, $MS, $FCX, $PFE, $NVS, $C. The full ranking of 25 similar funds is below.

#1Glass Wealth Management Co LLCPassive
Some overlap · 5 shared positions
$ASML$MS$FCX$PFE$NVS
$299M
69 positions
#2Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$ASML$MS$C$FCX
$72M
52 positions
#3Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$ASML$MS$C$FCX
$424M
49 positions
#4Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$C$MS$FCX
$545M
93 positions
#5Henry James International Management Inc.Passive
Some overlap · 6 shared positions
$ASML$UBS$NVS$SAP$SONY$BCS
$330M
90 positions
#6PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$ASML$C$FCX$NVS$SAP
$468M
419 positions
#7Teucrium Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$MS$C
$112M
47 positions
#8HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$MS$C$FCX$PFE
$488M
125 positions
#9Promethos Capital, LLCActive
Some overlap · 4 shared positions
$ASML$UBS$NVS$SAP
$368M
54 positions
#10Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$AXP$PFE$NVS
$116M
240 positions
#11Asio Capital, LLCActive
Some overlap · 4 shared positions
$ASML$C$AXP$MS
$816M
131 positions
#12Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$ASML$MS$C
$9.7B
1,202 positions
#13McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$ASML$MS$CMI
$1.1B
132 positions
#14Manhattan West Asset Management, LLCPassive
Some overlap · 3 shared positions
$ASML$C$PFE
$599M
185 positions
#15Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$ASML$FCX$AXP
$437M
242 positions
#16MARSICO CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ASML$C$SAP
$3.8B
69 positions
#17Alaethes Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$MS$UBS
$345M
111 positions
#18Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$ASML$MS$AXP
$746M
169 positions
#19Karani Asset Management LLCActive
Some overlap · 4 shared positions
$ASML$AXP$CMI$MS
$139M
57 positions
#20Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$FCX$MS$AXP
$2.8B
102 positions
#21Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$C$AXP$BP
$210M
108 positions
#22Jupiter Wealth Management LLCActive
Some overlap · 4 shared positions
$MS$C$ASML$PFE
$250M
93 positions
#23Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$AXP$CMI$C
$7.7B
793 positions
#24Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$C$ASML$AXP$BCS
$115M
89 positions
#25ANDERSON HOAGLAND & COActive
Some overlap · 4 shared positions
$C$ASML$FCX$CMI
$1.3B
135 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.