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Hedge Funds Similar to Fairfield Financial Advisors, LTD

13F Portfolio OverlapQ2 2026Fairfield Financial Advisors, LTD portfolio →
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Most similar hedge funds by 13F overlap

Fairfield Financial Advisors, LTD is an institutional investor managing $254M across 66 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 Fairfield Financial Advisors, LTD are Anchor Bay, Steigerwald, Gordon & Koch, BEACON FINANCIAL PLANNING, with shared positions in $MCK, $WELL, $NRG, $CEG, $HCA, $NEE. The full ranking of 25 similar funds is below.

#1Anchor Bay Capital, Inc.Passive
Some overlap · 6 shared positions
$MCK$WELL$NRG$CEG$HCA$NEE
$185M
341 positions
#2Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$MCK$DE$ADP$AMGN$NEE
$1.0B
765 positions
#3BEACON FINANCIAL PLANNING, INCActive
Some overlap · 3 shared positions
$WELL$ISRG$VRT
$295M
85 positions
#4VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MCK$DE$AMGN$CEG$NEE
$142M
108 positions
#5Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$MCK$DE$AMGN$MMM
$347M
138 positions
#6FIRETRAIL INVESTMENTS PTY LTDActive
Some overlap · 3 shared positions
$MCK$DE$IBKR
$355M
32 positions
#7WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$WELL$CEG$VRT
$560M
122 positions
#8Hedeker Wealth, LLCPassive
Some overlap · 6 shared positions
$NRG$IBKR$FCX$CEG$THC$VRTX
$524M
92 positions
#9Samara Investment Management, LLCActive
Some overlap · 5 shared positions
$MCK$ISRG$NRG$CEG$DE
$109M
71 positions
#10TRUST CO OF TOLEDO NA /OH/Passive
Some overlap · 5 shared positions
$WELL$DE$AMGN$ADI$MCK
$1.2B
865 positions
#11Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$WELL$MCK$ADP
$2.5B
156 positions
#12ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DE$ADP$AMGN$ADI
$878M
73 positions
#13Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MCK$ADP$AMGN$NEE
$181M
50 positions
#14Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$DE$ADP$AMGN$MMM
$1.1B
204 positions
#15Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$WELL$MCK$CEG$NEE
$253M
63 positions
#16BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$DE$WELL$ISRG$VRTX
$4.1B
151 positions
#17CULBERTSON A N & CO INCActive
Some overlap · 3 shared positions
$MCK$DE$ADP
$859M
140 positions
#18RMG Wealth Management LLCActive
Some overlap · 4 shared positions
$DE$MCK$AMGN$CEG
$969M
578 positions
#19Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DE$ADP$AMGN$NEE
$239M
126 positions
#20Annex Advisory Services, LLCActive
Some overlap · 6 shared positions
$DE$ISRG$ADI$FCX$VRT$NEE
$5.9B
356 positions
#21Longbow Finance SAPassive
Some overlap · 3 shared positions
$WELL$IBKR$MCK
$782M
59 positions
#22D L CARLSON INVESTMENT GROUP INCActive
Some overlap · 4 shared positions
$WELL$ISRG$MCK$AMGN
$628M
133 positions
#23CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 4 shared positions
$DE$ADP$ISRG$NEE
$813M
328 positions
#24Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$ADP$AMGN$NEE
$710M
193 positions
#25Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DE$WELL$AMGN
$142M
106 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.