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Hedge Funds Similar to Fragasso Group

13F Portfolio OverlapQ3 2026Fragasso Group portfolio →
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Most similar hedge funds by 13F overlap

Fragasso Group Inc. is an institutional investor managing $2.0B across 376 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Fragasso Group are First Growth, Aristotle, Barden, with shared positions in $COHR, $PH, $AMGN, $LHX, $MSI, $LOW. The full ranking of 25 similar funds is below.

#1First Growth Capital LLCActive
Some overlap · 4 shared positions
$COHR$PH$AMGN$LHX
$124M
135 positions
#2Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$PH$AMGN$MSI$LOW$PNC
$47.7B
212 positions
#3Barden Capital Management, Inc.Active
Some overlap · 5 shared positions
$PH$PWR$MSI$BKNG$STT
$110M
58 positions
#4Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$PH$AMGN$UNP$LHX$LOW
$631M
271 positions
#5MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PH$AMGN$MSI$LHX$LOW
$857M
166 positions
#6Newman Dignan & Sheerar, Inc.Passive
Some overlap · 6 shared positions
$AMGN$PWR$UNP$LHX$LOW$STT
$525M
180 positions
#717 CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$PH$AMGN$MSI$PNC
$222M
176 positions
#8TABR Capital Management, LLCActive
Some overlap · 3 shared positions
$PH$COHR$PWR
$136M
59 positions
#9VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$COHR$AMGN$LOW$PNC
$333M
178 positions
#10Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$PH$AMGN$UNP$LHX
$222M
99 positions
#11Whitaker-Myers Wealth Managers, LTD.Active
Some overlap · 5 shared positions
$PH$AMGN$PWR$ANET$STT
$614M
123 positions
#12Carr Financial Group CorpActive
Some overlap · 5 shared positions
$PH$AMGN$PWR$PNC$ANET
$434M
182 positions
#13Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$COHR$AMGN$UNP
$744M
135 positions
#14EagleClaw Capital Managment, LLCPassive
Some overlap · 4 shared positions
$PH$BKNG$UNP$LOW
$745M
145 positions
#15Longbow Finance SAPassive
Some overlap · 4 shared positions
$PH$PWR$ANET$STT
$782M
59 positions
#16TICINO WEALTHPassive
Some overlap · 3 shared positions
$COHR$AMGN$LOW
$324M
136 positions
#17PHILADELPHIA TRUST COActive
Some overlap · 3 shared positions
$COHR$AMGN$LHX
$1.6B
269 positions
#18North Growth Management Ltd.Active
Some overlap · 3 shared positions
$COHR$MSI$BKNG
$743M
48 positions
#19Sand Hill Global Advisors, LLCActive
Some overlap · 4 shared positions
$PH$PWR$UNP$BKNG
$3.3B
214 positions
#20FIRST UNITED BANK & TRUSTPassive
Some overlap · 5 shared positions
$AMGN$PWR$LOW$PNC$ANET
$347M
408 positions
#21Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$AMGN$BKNG$UNP$LOW$ANET
$231M
102 positions
#22NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$COHR$MSI$UNP
$2.3B
156 positions
#23DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$PH$AMGN$LHX$LOW
$517M
137 positions
#24Firsthand Capital Management, Inc.Active
Some overlap · 3 shared positions
$COHR$PWR$ANET
$63M
54 positions
#25Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$PH$AMGN$UNP$LOW
$1.3B
62 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.