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Hedge Funds Similar to Ferguson Shapiro

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

Ferguson Shapiro LLC is an institutional investor managing $342M across 91 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 Shapiro are Kiker Wealth, Drake & Associates, Bucket List Wealth, with shared positions in $OUNZ, $SO, $SLV, $LIN, $DUK, $T. The full ranking of 25 similar funds is below.

#1Kiker Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$OUNZ$SO$SLV
$256M
161 positions
#2Drake & Associates, LLCActive
Notable overlap · 3 shared positions
$OUNZ$LIN$DUK
$594M
108 positions
#3Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$OUNZ$SO$SLV
$203M
63 positions
#4My Portfolio Guide, LLC
Some overlap · 3 shared positions
$OUNZ$SO$T
$181M
166 positions
#5Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$LIN$SO$BMY$DOV$DUK
$199M
38 positions
#6Asset One Wealth Management LLCPassive
Some overlap · 3 shared positions
$OUNZ$BMY$DUK
$948M
347 positions
#7St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$SO$BMY$DUK
$875M
125 positions
#8PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$DOV$LIN$BMY
$2.8B
186 positions
#9Lakewood Asset Management LLCPassive
Some overlap · 3 shared positions
$DOV$MCK$BMY
$182M
107 positions
#10McKinley Carter Wealth Services, Inc.Active
Some overlap · 3 shared positions
$DOV$LIN$MCK
$1.9B
322 positions
#11SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$DOV$LIN$TMO
$207M
119 positions
#12Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$DOV$LIN$CRH
$767M
38 positions
#13Copia Wealth Management
Some overlap · 4 shared positions
$DOV$SO$SLV$DUK
$166M
570 positions
#14Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$DOV$MCK$DUK
$170M
121 positions
#15Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$SO$DUK
$1.2B
127 positions
#16LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SO$DUK
$390M
227 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$LIN$MCK$DUK$TMO
$358M
74 positions
#18CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$DUK$TMO
$188M
24 positions
#19Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$DUK$TMO
$300M
68 positions
#20Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$DUK$SO
$212M
171 positions
#21Corundum Group, Inc.Active
Some overlap · 3 shared positions
$LIN$BMY$DUK
$337M
112 positions
#22DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$OUNZ$FDX$T
$1.0B
1,347 positions
#23SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 3 shared positions
$LIN$DOV$CRH
$7.1B
265 positions
#24Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$LIN$MCK$CRH
$253M
63 positions
#25Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$SO$DUK$TMO
$138M
82 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.