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Hedge Funds Similar to Fisher Asset ,

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

Fisher Asset Management, LLC is an institutional investor managing $294.9B across 1,016 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 Fisher Asset , are Glass Wealth, Longaeva Partners, Stockman Wealth ,, with shared positions in $ASML, $MS, $FCX, $PFE, $BAC, $SHEL. The full ranking of 25 similar funds is below.

#1Glass Wealth Management Co LLCPassive
Notable overlap · 7 shared positions
$ASML$MS$FCX$PFE$BAC$SHEL
$258M
67 positions
#2Longaeva Partners L.P.Passive
Some overlap · 6 shared positions
$USB$MS$ASML$C$BAC$JCI
$2.7B
204 positions
#3Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ASML$USB$PFE$AXP$BAC
$906M
178 positions
#4PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 7 shared positions
$ASML$MS$BAC$BP$AZN$NVS
$426M
424 positions
#5DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$USB$C$PFE$BAC$SHEL
$240M
84 positions
#6Myriad Asset Management Advisors LLCActive
Some overlap · 6 shared positions
$ASML$FCX$MS$C$BAC$USB
$339M
47 positions
#7Thomasville National Bank
Some overlap · 4 shared positions
$USB$ASML$AXP$SHEL
$1.6B
235 positions
#8DV EQUITIES, LLC
Some overlap · 5 shared positions
$USB$ASML$SHEL$SONY$NVS
$558M
756 positions
#9Henry James International Management Inc.Passive
Some overlap · 6 shared positions
$ASML$UBS$SAP$SONY$AZN$NVS
$277M
94 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$MS$PFE$BAC
$1.4B
56 positions
#11TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 6 shared positions
$USB$UBS$C$AXP$AZN$BAC
$319M
206 positions
#12Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$USB$FCX$PFE$BAC
$588M
337 positions
#13Myriad Asset Management US LPActive
Some overlap · 6 shared positions
$ASML$FCX$MS$BAC$C$USB
$67M
46 positions
#14American Assets Investment Management, LLCActive
Some overlap · 6 shared positions
$C$MS$BAC$USB$SHEL$NVS
$1.5B
146 positions
#15Douglas Lane & Associates, LLCActive
Some overlap · 5 shared positions
$MS$FCX$USB$AXP$BAC
$6.9B
241 positions
#16Hosking Partners LLPActive
Some overlap · 5 shared positions
$C$FCX$MS$AXP$BAC
$2.8B
99 positions
#17Riverbend Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$MS$C$AXP$BAC
$175M
152 positions
#18Miller Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$USB$ASML$AXP
$208M
262 positions
#19HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$USB$MS$BAC$AZN
$1.5B
477 positions
#20Insight Inv LLCPassive
Some overlap · 5 shared positions
$MS$C$BP$AXP$JCI
$183M
104 positions
#21Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$C$MS$FCX
$474M
87 positions
#22CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$USB$ASML$PFE
$1.4B
80 positions
#23Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$ASML$MS$FCX$BAC
$5.3B
375 positions
#24VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MS$C$PFE$BAC$SHEL
$976M
142 positions
#25Limestone Investment Advisors LPActive
Some overlap · 4 shared positions
$ASML$MS$BAC$SHEL
$1.2B
399 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.