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Hedge Funds Similar to FLAGSTAR ADVISORS

13F Portfolio OverlapQ1 2026FLAGSTAR ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FLAGSTAR ADVISORS INC. is an institutional investor managing $331M across 177 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FLAGSTAR ADVISORS are Conservest Advisors,, truNorth Financial Services,, DAGCO,, with shared positions in $MS, $MDY, $KKR, $DIA, $SCHW, $HUM. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Notable overlap · 9 shared positions
$MS$MDY$KKR$DIA$SCHW$HUM
$1.1B
127 positions
#2truNorth Financial Services, Inc.Active
Notable overlap · 7 shared positions
$MS$HUM$KKR$DIA$WT$SLV
$97M
49 positions
#3DAGCO, INC.Passive
Notable overlap · 5 shared positions
$MS$HUM$KKR$SHW$SLV
$461M
353 positions
#4Curran Financial Partners, LLCActive
Notable overlap · 9 shared positions
$HUM$KKR$BRZE$SHW$GSAT$WT
$559M
127 positions
#5Bay Rivers GroupPassive
Notable overlap · 7 shared positions
$HUM$MDY$SHW$DIA$SCHW$USB
$240M
109 positions
#6Rooted Wealth Advisors, Inc.Active
Notable overlap · 8 shared positions
$MS$HUM$KKR$GSAT$USB$BRZE
$379M
144 positions
#7Meridian Financial Advisors, LLCPassive
Notable overlap · 7 shared positions
$MS$HUM$MDY$WT$KKR$USB
$183M
141 positions
#8Provenance Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$MS$HUM$BRZE$IAU$KKR$SHW
$945M
412 positions
#9RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MS$HUM$KKR
$181M
96 positions
#10Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$MS$HUM$KKR
$156M
44 positions
#11Sterling Wealth Advisors IncSmart money
Some overlap · 3 shared positions
$MS$HUM$KKR
$175M
20 positions
#12CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$MS$HUM$SCHW$USB
$363M
102 positions
#13Cambridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$MS$KKR$DIA$HUM$BRZE$USB
$295M
168 positions
#14Stonebridge Financial Planning Group, LLCPassive
Some overlap · 7 shared positions
$MS$KKR$GSAT$WT$SHW$USB
$272M
171 positions
#15Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$MS$HUM$KKR$WT
$124M
101 positions
#16Crews Bank & TrustPassive
Some overlap · 6 shared positions
$HUM$MS$KKR$OKTA$MDY$USB
$690M
673 positions
#17Pinnacle Financial Group, LLC / ILPassive
Some overlap · 9 shared positions
$HUM$KKR$SCHW$WT$BRZE$MS
$365M
111 positions
#18Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 9 shared positions
$MS$KKR$OKTA$SHW$SCHW$BRZE
$3.5B
825 positions
#19Ballast Financial Advisors LLCActive
Some overlap · 7 shared positions
$HUM$MS$KKR$BRZE$USB$IAU
$98M
68 positions
#20Wealthfront Advisers LLCActive
Some overlap · 4 shared positions
$MS$HUM$SCHW$USB
$45.6B
1,076 positions
#21FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 11 shared positions
$MS$SHW$MDY$USB$GSAT$IAU
$1.5B
341 positions
#22Selby Wealth Management, LLCActive
Some overlap · 6 shared positions
$HUM$MS$KKR$WT$MDY$DIA
$254M
81 positions
#23Hoese & Co LLPActive
Some overlap · 4 shared positions
$MS$HUM$USB$MDY
$135M
135 positions
#24Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$MS$KKR$HUM$SHW$SLV
$383M
290 positions
#25WARNER FINANCIAL, INCActive
Some overlap · 8 shared positions
$HUM$KKR$BRZE$SCHW$MS$MDY
$292M
135 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.