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Hedge Funds Similar to FCA /TX

13F Portfolio OverlapQ1 2026FCA /TX portfolio →
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Most similar hedge funds by 13F overlap

FCA CORP /TX is an institutional investor managing $354M across 191 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 FCA /TX are Argo Wealth Advisory,, AMI INVESTMENT, Marshall & Sterling Wealth Advisors, with shared positions in $MAR, $AMGN, $LOW, $SYK, $LMT, $COP. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive
Notable overlap · 5 shared positions
$MAR$AMGN$LOW$SYK$LMT
$170M
48 positions
#2AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 4 shared positions
$MAR$COP$LOW$SYK
$445M
77 positions
#3Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$MAR$COP$IBM$AMGN$LMT
$153M
344 positions
#4FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 6 shared positions
$MAR$OKTA$LOW$SYK$LMT$NXPI
$354M
66 positions
#5Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$MAR$LOW$CSX$LMT$IBM
$151M
97 positions
#6Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$AMGN$MAR$LOW$OKTA$SYK$LMT
$581M
245 positions
#7Curtis Advisory Group, LLCActive
Some overlap · 4 shared positions
$MAR$COP$AMGN$LMT
$464M
118 positions
#8FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$MAR$LOW$IBM
$1.1B
175 positions
#9Cohen Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MAR$CSX$SYK$IBM$NVS
$644M
154 positions
#10THRYVE WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$MAR$OKTA$SE
$150M
43 positions
#11Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$MAR$OKTA$SE$SYK
$253M
79 positions
#12Hartford Financial Management Inc.Passive
Some overlap · 3 shared positions
$MAR$CSX$WMB
$392M
344 positions
#13RCW Management, LLCPassive
Some overlap · 3 shared positions
$MAR$COP$CSX
$98M
68 positions
#14Hudson Portfolio Management LLCPassive
Some overlap · 5 shared positions
$OKTA$SE$ALL$AMGN$ORI
$119M
111 positions
#15HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$AMGN$COP$NVS$LMT$IBM
$351M
81 positions
#16BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$AMGN$CSX$LOW$ALL$LMT
$380M
98 positions
#17OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$AMGN$COP$IBM$LMT$MAR
$311M
318 positions
#18Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$MAR$LOW$AMGN
$441M
206 positions
#19VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$MAR$COP$LOW
$301M
176 positions
#20Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$LOW$AMGN$ADX$ALL$IBM
$157M
80 positions
#21TRUST CO OF OKLAHOMAPassive
Some overlap · 4 shared positions
$MAR$WMB$NVS$COP
$343M
139 positions
#22Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MAR$AMGN$LOW$IBM
$118M
73 positions
#23TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MAR$LOW$SYK$IBM
$182M
115 positions
#24OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$AMGN$LOW$NVS$LMT$NXPI
$1.5B
140 positions
#25Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$SE$SYK
$112M
97 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.