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Hedge Funds Similar to Swan Global Investments

13F Portfolio OverlapQ2 2026Swan Global Investments portfolio →
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Most similar hedge funds by 13F overlap

Swan Global Investments, LLC is an institutional investor managing $3.4B across 103 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 Swan Global Investments are Fairscale, Cordatus Wealth, Cornerstone National Bank, with shared positions in $PLTR, $STT, $ADI, $NOW, $QCOM, $MCK. The full ranking of 25 similar funds is below.

#1Fairscale Capital, LLCActive
Slight overlap · 4 shared positions
$PLTR$STT$ADI$NOW
$167M
441 positions
#2Cordatus Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$ADI
$455M
168 positions
#3Cornerstone National Bank & Trust CoActive
Slight overlap · 3 shared positions
$PLTR$STT$ADI
$296M
216 positions
#4Kingsview Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$ADI
$8.3B
1,432 positions
#5Clarus Wealth AdvisorsPassive
Slight overlap · 4 shared positions
$PLTR$STT$NOW$QCOM
$260M
86 positions
#6Aft, Forsyth & Sober, LLCActive
Slight overlap · 4 shared positions
$PLTR$STT$NOW$MCK
$320M
60 positions
#7Oribel Capital Management, LPPassive
Slight overlap · 4 shared positions
$PLTR$ADI$NOW$SPGI
$3.3B
143 positions
#8Rare Wolf Capital LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$NOW
$156M
120 positions
#9AlphaStar Capital Management, LLCActive
Slight overlap · 3 shared positions
$PLTR$STT$NOW
$1.6B
280 positions
#10Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive
Slight overlap · 3 shared positions
$PLTR$STT$NOW
$809M
72 positions
#11Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Slight overlap · 3 shared positions
$PLTR$STT$NOW
$2.4B
73 positions
#12PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$NOW
$219M
125 positions
#13Arlington Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$PLTR$STT$SMCI
$161M
112 positions
#14OFI INVEST ASSET MANAGEMENTActive
Slight overlap · 4 shared positions
$PLTR$ADI$EBAY$QCOM
$10.0B
365 positions
#15Capital Advisors Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PLTR$STT$QCOM
$851M
231 positions
#16Heritage Wealth Management, Inc. /CA/Active
Slight overlap · 3 shared positions
$PLTR$STT$QCOM
$263M
100 positions
#17TOEWS CORP /ADVActive
Slight overlap · 3 shared positions
$PLTR$STT$QCOM
$686M
151 positions
#18NEOS Investment Management LLCActive
Slight overlap · 4 shared positions
$PLTR$ADI$QCOM$TMUS
$27.1B
578 positions
#19Global Assets Advisory, LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$SGOL
$458M
322 positions
#20Kure Advisory, LLCActive
Slight overlap · 3 shared positions
$PLTR$STT$APH
$211M
62 positions
#21Fortress Financial Solutions, LLC
Slight overlap · 3 shared positions
$PLTR$STT$APH
$96M
56 positions
#22Trilogy Capital Inc.Active
Slight overlap · 3 shared positions
$PLTR$STT$APH
$2.6B
404 positions
#23Avalon Global Asset Management LLCActive
Slight overlap · 3 shared positions
$PLTR$ADI$NOW
$917M
38 positions
#24WASHINGTON TRUST BANKPassive
Slight overlap · 3 shared positions
$PLTR$ADI$NOW
$1.4B
206 positions
#25Harvest Fund Management Co., LtdActive
Slight overlap · 4 shared positions
$PLTR$ADI$TMUS$SGOL
$3.0B
455 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.