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Hedge Funds Similar to Fusion Family Wealth

13F Portfolio OverlapQ1 2026Fusion Family Wealth portfolio →
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Most similar hedge funds by 13F overlap

Fusion Family Wealth LLC is an institutional investor managing $1.3B across 47 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 Fusion Family Wealth are SUMITOMO MITSUI FINANCIAL GROUP,, NS Partners Ltd, HORIZON FINANCIAL SERVICES,, with shared positions in $APH, $GE, $MAR. The full ranking of 9 similar funds is below.

#1SUMITOMO MITSUI FINANCIAL GROUP, INC.Smart money
Slight overlap · 3 shared positions
$APH$GE$MAR
$4.9B
190 positions
#2NS Partners LtdActive
Slight overlap · 3 shared positions
$APH$GE$MAR
$2.2B
71 positions
#3HORIZON FINANCIAL SERVICES, LLCPassive
Slight overlap · 3 shared positions
$APH$GE$MAR
$226M
425 positions
#4Capital Planning LLCActive
Slight overlap · 3 shared positions
$APH$GE$MAR
$307M
82 positions
#5Precision Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$APH$GE$MAR
$301M
156 positions
#6Davis Investment Partners, LLCActive
Slight overlap · 3 shared positions
$APH$GE$MAR
$283M
167 positions
#7PETREDIS INVESTMENT ADVISORS LLCActive
Slight overlap · 3 shared positions
$APH$GE$MAR
$1.2B
108 positions
#8LifeWealth Investments, LLCPassive
Slight overlap · 3 shared positions
$APH$GE$MAR
$335M
141 positions
#9NISSAY ASSET MANAGEMENT CORP /JAPANActive
Slight overlap · 3 shared positions
$APH$GE$MAR
$18.9B
666 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.