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Hedge Funds Similar to Berger Financial Group

13F Portfolio OverlapQ2 2026Berger Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Berger Financial Group, Inc is an institutional investor managing $2.0B across 486 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 Berger Financial Group are Nemes Rush Group, TrueNorth, ZEVIN ASSET, with shared positions in $CRWD, $QCOM, $ALL, $CB, $VICI, $ECL. The full ranking of 25 similar funds is below.

#1Nemes Rush Group LLCPassive
Some overlap · 6 shared positions
$CRWD$QCOM$ALL$CB$VICI$ECL
$1.2B
954 positions
#2TrueNorth, Inc.Passive
Some overlap · 5 shared positions
$CRWD$DDOG$VLO$QCOM$TJX
$1.6B
1,393 positions
#3ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CRWD$DDOG$CB$TJX$ECL
$713M
97 positions
#4Guardian Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$CHRW$ECL$CB$VLO$EXPD
$200M
66 positions
#5Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$DDOG$CRWD$FFIV$TTWO
$636M
62 positions
#6Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CRWD$FFIV$QCOM$VLO
$181M
73 positions
#7Cairn Investment Group, Inc.Active
Some overlap · 5 shared positions
$FFIV$QCOM$EOG$EXPD$GILD
$227M
65 positions
#8AIMZ Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$CHRW$QCOM$EXPD$GILD
$363M
153 positions
#9Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$CRWD$VLO$EOG$TJX
$1.8B
113 positions
#10Somerset Group LLCActive
Some overlap · 3 shared positions
$CHRW$ECL$CB
$142M
58 positions
#11Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$CRWD$QCOM$TJX$ECL
$125M
312 positions
#12Retireful, LLCPassive
Some overlap · 3 shared positions
$CRWD$DDOG$FFIV
$107M
81 positions
#13Roberts Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DDOG$CRWD$QCOM$TTWO
$440M
111 positions
#14MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$CB$QCOM$TJX$ECL$EXPD
$1.1B
1,278 positions
#15Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$DDOG$TJX
$115M
89 positions
#16Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$ALL$TJX$ECL$CDW$QCOM
$298M
202 positions
#17Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 3 shared positions
$CRWD$DDOG$TTWO
$249M
151 positions
#18Lombard Odier Asset Management (Europe) LtdPassive
Some overlap · 4 shared positions
$DDOG$LYV$ECL$FE
$2.3B
212 positions
#19Donoghue Forlines LLCPassive
Some overlap · 4 shared positions
$CRWD$DDOG$FFIV$TTWO
$387M
114 positions
#20Iron Financial, LLCPassive
Some overlap · 5 shared positions
$CRWD$TJX$FE$DDOG$HODL
$242M
151 positions
#21Oribel Capital Management, LPPassive
Some overlap · 4 shared positions
$FFIV$DDOG$CRWD$ECL
$3.3B
143 positions
#22WEYBOSSET RESEARCH & MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CHRW$CB$EXPD$TJX
$381M
32 positions
#23Unison Advisors LLCActive
Some overlap · 4 shared positions
$VLO$QCOM$CB$EOG
$1.4B
173 positions
#24Slow Capital, Inc.Active
Some overlap · 3 shared positions
$CRWD$DDOG$TJX
$857M
111 positions
#25Exane Asset ManagementActive
Some overlap · 3 shared positions
$DDOG$CRWD$TTWO
$277M
28 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.