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Hedge Funds Similar to Halter Ferguson Financial

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

Halter Ferguson Financial Inc. is an institutional investor managing $617M across 36 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 Halter Ferguson Financial are Privium Fund B.V., Sender & Partners, Rare Wolf, with shared positions in $LMND, $SPCX, $PLTR, $UPST, $HBAN, $CMI. The full ranking of 13 similar funds is below.

#1Privium Fund Management B.V.Active
Some overlap · 3 shared positions
$LMND$SPCX$PLTR
$544M
61 positions
#2Sender Co & Partners, Inc.Passive
Slight overlap · 3 shared positions
$LMND$UPST$PLTR
$345M
120 positions
#3Rare Wolf Capital LLCPassive
Slight overlap · 3 shared positions
$UPST$LMND$PLTR
$156M
120 positions
#4UDINE WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$LMND$SPCX$PLTR
$243M
40 positions
#5Mascagni Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$HBAN$CMI$SPCX$PLTR
$161M
142 positions
#6Oder Investment Management, LLCPassive
Slight overlap · 3 shared positions
$HBAN$CMI$PLTR
$149M
113 positions
#7IFC & Insurance Marketing, Inc.Active
Slight overlap · 3 shared positions
$UMAC$SPCX$PLTR
$114M
78 positions
#8Kapstone Financial Advisors LLCActive
Slight overlap · 3 shared positions
$HBAN$CMI$PLTR
$239M
175 positions
#9Sageworth Trust CoActive
Slight overlap · 3 shared positions
$CMI$SPCX$PLTR
$2.5B
127 positions
#10MADDEN SECURITIES CorpPassive
Slight overlap · 3 shared positions
$CMI$SPCX$PLTR
$360M
118 positions
#11Curran Financial Partners, LLCActive
Slight overlap · 3 shared positions
$CMI$SPCX$PLTR
$672M
140 positions
#12Arsenal Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$CMI$SPCX$PLTR
$169M
108 positions
#13Aspiring Ventures, LLCActive
Slight overlap · 3 shared positions
$LMND$SPCX$PLTR
$411M
103 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.