How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Halbert, Hargrove/Russell

13F Portfolio OverlapQ2 2026Halbert, Hargrove/Russell portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Halbert, Hargrove/Russell LLC is an institutional investor managing $2.3B across 735 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 Halbert, Hargrove/Russell are Morling Financial Advisors, Greykasell Wealth Strategies, WEALTHGARDEN F.S., with shared positions in $ABNB, $ISRG, $MUFG, $TMUS, $IAU, $BA. The full ranking of 25 similar funds is below.

#1Morling Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$ABNB $ISRG $MUFG

$360M

123 positions

#2Greykasell Wealth Strategies, Inc.Passive

Slight overlap · 3 shared positions

$ABNB $MUFG $TMUS

$275M

483 positions

#3WEALTHGARDEN F.S. LLCPassive

Slight overlap · 4 shared positions

$ABNB $MUFG $IAU $BA

$176M

187 positions

#4Mizuho Markets Cayman LPActive

Slight overlap · 3 shared positions

$BALL $ABNB $BA

$2.7B

95 positions

#5Entropy Technologies, LPPassive

Slight overlap · 4 shared positions

$ABNB $ISRG $TMUS $MMM

$2.5B

929 positions

#6Maytus Capital Management, LLCPassive

Slight overlap · 4 shared positions

$ABNB $TMUS $SNOW $TXN

$636M

62 positions

#7Pacer Advisors, Inc.Passive

Slight overlap · 3 shared positions

$ABNB $TMUS $LOW

$39.3B

2,614 positions

#8Capstone Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$ABNB $TMUS $SNOW

$216M

188 positions

#9Sone Capital Management, LLCPassive

Slight overlap · 3 shared positions

$BALL $ISRG $LOW

$1.3B

108 positions

#10Mirova US LLCActive

Slight overlap · 3 shared positions

$BALL $ISRG $LOW

$9.3B

45 positions

#11Holocene Advisors, LPPassive

Slight overlap · 3 shared positions

$ABNB $ISRG $MMM

$44.4B

789 positions

#12OSSIAMPassive

Slight overlap · 3 shared positions

$ABNB $ISRG $TXN

$7.5B

680 positions

#13Coppell Advisory Solutions LLCPassive

Slight overlap · 3 shared positions

$ABNB $ISRG $TXN

$1.2B

553 positions

#14Sunstone Asset Management, L.P.Passive

Slight overlap · 3 shared positions

$ABNB $U $SNOW

$92M

57 positions

#15REGATTA CAPITAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$ABNB $IAU $PSA

$744M

223 positions

#16Arbejdsmarkedets TillaegspensionPassive

Slight overlap · 3 shared positions

$BALL $ZION $USB

$4.6B

164 positions

#17Capital Markets Trading UK LLPActive

Slight overlap · 3 shared positions

$ABNB $SNOW $BA

$10.4B

351 positions

#18Oxbow Advisors, LLCPassive

Slight overlap · 3 shared positions

$ABNB $IAU $BA

$1.2B

265 positions

#19Synergy Financial Group, LTDPassive

Slight overlap · 3 shared positions

$ABNB $SNOW $FBTC

$139M

119 positions

#20Shellback Capital, LPPassive

Slight overlap · 3 shared positions

$ABNB $LOW $MMM

$1.1B

89 positions

#21Garde Capital, Inc.Active

Slight overlap · 7 shared positions

$ABNB $TMUS $SNOW $IAU $TXN $BA

$2.2B

224 positions

#22ADAPT Investment Managers SAActive

Slight overlap · 3 shared positions

$ABNB $SNOW $TXN

$12.6B

133 positions

#23Westwind CapitalPassive

Slight overlap · 3 shared positions

$ABNB $ISRG $TXN

$422M

77 positions

#24FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Slight overlap · 3 shared positions

$ABNB $TXN $BA

$19.9B

421 positions

#25ONE WEALTH CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$ISRG $MUFG $IAU $BA

$355M

229 positions

Compare Halbert, Hargrove/Russell’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Halbert, Hargrove/Russell’s holdings

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.