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Hedge Funds Similar to FFT WEALTH

13F Portfolio OverlapQ1 2026FFT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

FFT WEALTH MANAGEMENT LLC is an institutional investor managing $552M across 99 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 FFT WEALTH are Provenance Wealth Advisors,, Caldwell Investment Ltd., Balanced Rock Investment Advisors, with shared positions in $MS, $EPAM, $AXP, $KKR, $CCJ, $SNPS. The full ranking of 25 similar funds is below.

#1Provenance Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$MS$EPAM$AXP$KKR
$945M
412 positions
#2Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$MS$CCJ$KKR
$255M
57 positions
#3Balanced Rock Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$SNPS$AFRM
$143M
96 positions
#4Robertson Opportunity Capital, LLCActive
Notable overlap · 11 shared positions
$CPRT$CCJ$WMB$SGI$ACGL$SNPS
$260M
30 positions
#5Madrid Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MS$EPAM$KKR
$133M
70 positions
#6PENNINGTON PARTNERS & CO., LLCActive
Notable overlap · 3 shared positions
$EPAM$KKR$MAR
$292M
114 positions
#7Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$453M
103 positions
#8Talisman Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$124M
101 positions
#9Coign Capital Advisors LLCActive
Notable overlap · 3 shared positions
$MS$AXP$ORLY
$190M
80 positions
#10SCS Capital Management LLCActive
Notable overlap · 6 shared positions
$EPAM$AFRM$MS$KKR$MAR$VMC
$9.4B
468 positions
#11DAGCO, INC.Passive
Notable overlap · 4 shared positions
$MS$KKR$MAR$ORLY
$461M
353 positions
#12BEACON ADVISORS HOLDINGS, LLCActive
Notable overlap · 4 shared positions
$MS$SNPS$KKR$MAR
$187M
37 positions
#13Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$EPAM$WMB$MAR
$67M
42 positions
#14Conservest Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$MS$EPAM$KKR$MAR
$1.1B
127 positions
#15APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$KKR$MAR
$117M
72 positions
#16HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$EPAM$KKR$MAR
$246M
118 positions
#17FC Advisory LLCActive
Some overlap · 3 shared positions
$MS$SNPS$AFRM
$342M
115 positions
#18COFG Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$OKE$KKR
$404M
241 positions
#19MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$MS$WMB$AXP
$460M
115 positions
#20Autumn Glory Partners, LLCPassive
Some overlap · 4 shared positions
$MS$WMB$OKE$MAR
$272M
204 positions
#21Madison Wealth Partners, IncPassive
Some overlap · 3 shared positions
$MS$KKR$MAR
$627M
220 positions
#22Stonebridge Financial Planning Group, LLCPassive
Some overlap · 3 shared positions
$MS$KKR$MAR
$272M
171 positions
#23Portfolio Strategies, Inc.Active
Some overlap · 3 shared positions
$EPAM$MAR$MS
$811M
75 positions
#24Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$MS$WMB$CBRE
$6.4B
418 positions
#25SAMLYN CAPITAL, LLCActive
Some overlap · 3 shared positions
$MS$CCJ$CBRE
$5.9B
76 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.