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Hedge Funds Similar to FAS Wealth Partners

13F Portfolio OverlapQ2 2026FAS Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

FAS Wealth Partners, Inc. is an institutional investor managing $1.9B across 520 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 FAS Wealth Partners are GLOBALT Investments / GA, PROFFITT & GOODSON, Prentice Wealth, with shared positions in $STT, $MS, $ETN, $TXN, $DUK, $UNP. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Notable overlap · 6 shared positions
$STT$MS$ETN$TXN$DUK$UNP
$3.0B
213 positions
#2PROFFITT & GOODSON INCActive
Notable overlap · 4 shared positions
$STT$DOV$ETN$NEE
$728M
298 positions
#3Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$STT$DOV$NEE
$484M
126 positions
#4American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$DOV$UNP
$110M
56 positions
#5Courage Miller Partners, LLCActive
Notable overlap · 3 shared positions
$STT$UNP$TRV
$379M
87 positions
#6Friday FinancialActive
Notable overlap · 3 shared positions
$STT$MS$TXN
$373M
108 positions
#7Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$NEE$DUK
$4.1B
571 positions
#8LightSquare Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$ETN$NEE$UNP
$145M
104 positions
#9NESTEGG ADVISORS, INC.Active
Some overlap · 4 shared positions
$STT$MS$TRV$NEE
$141M
53 positions
#10Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$UNP$NEE
$246M
210 positions
#11CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$STT$OUNZ$TXN
$225M
152 positions
#12Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$STT$TXN$ASTS
$879M
213 positions
#13Horizons Wealth Management
Some overlap · 3 shared positions
$STT$TRV$ETN
$152M
170 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$STT$ETN$TXN$UNP$NEE
$108M
52 positions
#15Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$STT$ETN$MS
$151M
243 positions
#16AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 5 shared positions
$STT$ETN$MS$NEE$UNP
$286M
95 positions
#17Creekside PartnersPassive
Some overlap · 4 shared positions
$STT$DOV$TXN$NEE
$276M
193 positions
#18StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$ETN$NEE
$351M
267 positions
#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$ETN$TXN
$1.3B
99 positions
#20Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$TXN$NEE
$1.5B
138 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$ETN$TRV$UNP
$489M
619 positions
#22TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$ETN$DOV
$686M
151 positions
#23Farmers & Merchants Trust Co of Chambersburg PAPassive
Some overlap · 4 shared positions
$STT$ETN$TRV$NEE
$394M
358 positions
#24Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$STT$DOV$CORT$MS
$1.1B
243 positions
#25Valued Wealth Advisors LLCActive
Some overlap · 4 shared positions
$STT$TXN$TRV$UNP
$275M
913 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.