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Hedge Funds Similar to Fulcrum Equity

13F Portfolio OverlapQ3 2026Fulcrum Equity portfolio →
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Most similar hedge funds by 13F overlap

Fulcrum Equity Management is an institutional investor managing $126M across 132 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Fulcrum Equity are Feynman Point Asset, Avanda Investment Pte. Ltd., Cadent Advisors, with shared positions in $ASML, $NBIS, $APH, $MRVL, $AAOI, $OKE. The full ranking of 25 similar funds is below.

#1Feynman Point Asset Management LLCActive
Some overlap · 4 shared positions
$ASML$NBIS$APH$MRVL
$55M
28 positions
#2Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$ASML$NBIS$APH$AAOI
$299M
39 positions
#3Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$ASML$SLV
$466M
186 positions
#4Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$ASML$LOW$APH$MRVL
$2.3B
275 positions
#5Kultura Capital Management LPActive
Some overlap · 4 shared positions
$ASML$NBIS$AAOI$PLTR
$553M
66 positions
#6Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$OKE$ASML$DUK
$127M
58 positions
#7UNICOM Systems, Inc.Active
Some overlap · 5 shared positions
$ASML$AAOI$PLTR$MRVL$ASTS
$1.5B
39 positions
#8Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$NBIS$SLV$PLTR
$819M
339 positions
#9Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$ASML$NBIS$PLTR
$333M
14 positions
#10United Capital Management of KS, Inc.Passive
Some overlap · 5 shared positions
$ASML$DUK$ASTS$PLTR$MRVL
$763M
98 positions
#11Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$ASML$NBIS$MRVL
$359M
54 positions
#12Himension FundSmart money
Some overlap · 3 shared positions
$ASML$NBIS$MRVL
$1.6B
168 positions
#13Innovative Asset Advisors Group, LLCPassive
Some overlap · 3 shared positions
$ASML$NBIS$PLTR
$229M
287 positions
#14Legacy Bridge, LLCPassive
Some overlap · 4 shared positions
$NBIS$ASML$PLTR$JCI
$324M
322 positions
#15CFO CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$NBIS$LOW$DUK$PLTR
$121M
104 positions
#16BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ASML$LOW$DUK$APH
$8.0B
1,334 positions
#17SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ASML$NBIS$LOW
$559M
58 positions
#18SFE Investment CounselPassive
Some overlap · 3 shared positions
$OKE$LOW$MRVL
$742M
152 positions
#19Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$ASML$LOW$APH
$2.8B
151 positions
#20Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$OKE$PLTR$LOW
$227M
47 positions
#21Cane Capital Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$LOW$MRVL$PLTR
$269M
148 positions
#22Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$LOW$DUK
$817M
89 positions
#23Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$LOW$DUK
$312M
155 positions
#24Value Aligned Research Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$NBIS$AAOI
$40.1B
123 positions
#25Alternative Investment Advisors, LLC.Active
Some overlap · 3 shared positions
$OKE$SLV$DUK
$263M
78 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.