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 FAS Wealth Partners,

13F Portfolio OverlapQ1 2026FAS Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

FAS Wealth Partners, Inc. is an institutional investor managing $1.6B across 511 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 FAS Wealth Partners, are WealthShield Partners,, Wealth Architects,, Orion, with shared positions in $HUM, $FSCO, $AGQ, $LRCX, $WT, $MS. The full ranking of 25 similar funds is below.

#1WealthShield Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $FSCO $AGQ $LRCX $WT $MS

$898M

609 positions

#2Wealth Architects, LLCPassive

Some overlap · 6 shared positions

$HUM $AMN $LRCX $AGQ $PLTR $WT

$1.1B

244 positions

#3Orion Capital Management LLCPassive

Some overlap · 5 shared positions

$HUM $AMN $PLTR $MS $ETN

$290M

485 positions

#4Destiny Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $FSCO $PLTR $APP $MS

$914M

1,148 positions

#5Concord Asset Management, LLC/VAActive

Some overlap · 6 shared positions

$AMN $AGQ $LRCX $WT $MS $ETN

$592M

117 positions

#6Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $WT $AMN $PLTR

$930M

373 positions

#7Tranquility Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $AMN $WT $MS $ETN

$265M

226 positions

#8Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $WT $MS $AMN

$1.8B

613 positions

#9KINGSWOOD WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$HUM $PLTR $WT $AGQ $MS $ETN

$2.1B

924 positions

#10Avant Capital LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $WT $MS $PLTR

$142M

76 positions

#11Concord Wealth PartnersPassive

Some overlap · 6 shared positions

$AMN $AGQ $WT $LRCX $MS $ETN

$770M

207 positions

#12MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $AGQ $LRCX $ETN $WT

$184M

74 positions

#13Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$HUM $AMN $WT $MS

$133M

108 positions

#14HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $FSCO $PLTR $WT

$238M

142 positions

#15Nikulski Financial, Inc.Passive

Some overlap · 4 shared positions

$HUM $LRCX $PLTR $WT

$405M

175 positions

#16Carr Financial Group CorpPassive

Some overlap · 4 shared positions

$HUM $AMN $LRCX $MS

$379M

174 positions

#17Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$HUM $AGQ $WT $PLTR

$296M

109 positions

#18truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$HUM $PLTR $WT $MS $LRCX

$97M

49 positions

#19SC&H Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$HUM $AMN $LRCX $WT

$663M

155 positions

#20Paragon Advisors, LLCActive

Some overlap · 5 shared positions

$AMN $AGQ $LRCX $PLTR $APP

$371M

76 positions

#21FIDELITY D & D BANCORP INCActive

Some overlap · 4 shared positions

$HUM $AMN $AGQ $WT

$249M

107 positions

#22Stokes Family Office, LLCPassive

Some overlap · 4 shared positions

$HUM $AMN $ETN $LRCX

$969M

276 positions

#23Vines Capital Management, LLCActive

Some overlap · 6 shared positions

$AMN $AGQ $WT $MS $HUM $PLTR

$101M

77 positions

#24MJP ASSOCIATES INC /ADVPassive

Some overlap · 3 shared positions

$HUM $AMN $AGQ

$824M

231 positions

#25Advisor OS, LLCPassive

Some overlap · 3 shared positions

$HUM $AMN $AGQ

$1.4B

575 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.