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Hedge Funds Similar to Fulcrum Equity

13F Portfolio OverlapQ1 2026Fulcrum Equity portfolio →
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Most similar hedge funds by 13F overlap

Fulcrum Equity Management is an institutional investor managing $136M across 144 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 Fulcrum Equity are WESPAC Advisors,, MILESTONE ASSET ,, TABR ,, with shared positions in $OKE, $GEV, $APH, $IAU, $LEN, $AMAT. The full ranking of 25 similar funds is below.

#1WESPAC Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$GEV$APH$IAU
$183M
178 positions
#2MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$OKE$LEN$AMAT$IAU$LRCX
$543M
235 positions
#3TABR Capital Management, LLCActive
Some overlap · 4 shared positions
$OKE$GEV$AMAT$LRCX
$109M
54 positions
#4Sprinkle Financial Consultants LLCPassive
Some overlap · 4 shared positions
$OKE$GEV$IAU$SLV
$217M
99 positions
#5Good Steward Wealth Advisors,LLCPassive
Some overlap · 3 shared positions
$OKE$SLV$DUK
$156M
68 positions
#6LeClair Wealth Partners LLCPassive
Some overlap · 3 shared positions
$OKE$SLV$LRCX
$289M
103 positions
#7Blue Water Asset ManagementActive
Some overlap · 3 shared positions
$OKE$SLV$LRCX
$289M
103 positions
#8Navigation Group, LLCActive
Some overlap · 3 shared positions
$OKE$LEN$LRCX
$427M
113 positions
#9Pine Harbor Wealth Management, LLCActive
Some overlap · 3 shared positions
$OKE$LEN$DUK
$334M
102 positions
#10BOS Asset Management, LLCPassive
Some overlap · 3 shared positions
$OKE$SLV$LRCX
$392M
200 positions
#11Cadent Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$SLV$GEV$AMAT$IAU
$386M
187 positions
#12Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$GEV$AMAT
$115M
96 positions
#13Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$ASML$AMAT$LRCX
$190M
104 positions
#14SFE Investment CounselPassive
Some overlap · 3 shared positions
$OKE$LOW$AMAT
$635M
143 positions
#15City Center Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$SIVR$LEN$IAU$LRCX
$108M
155 positions
#16Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$OKE$GEV$ASML$DUK
$112M
54 positions
#17Asio Capital, LLCActive
Some overlap · 5 shared positions
$ASML$GEV$LOW$APH$LRCX
$712M
110 positions
#18Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$OKE$AMAT$LRCX
$828M
282 positions
#19Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$SLV$SIVR$LOW
$343M
264 positions
#20Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$OKE$LEN$AMAT$LRCX
$323M
122 positions
#21BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$OKE$SIVR$APH$GEV
$209M
103 positions
#22Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$ASML$GEV$APH$AMAT$LRCX
$65M
34 positions
#23Values First Advisors, Inc.Passive
Some overlap · 5 shared positions
$GEV$LOW$APH$IAU$LRCX
$192M
179 positions
#24Western Financial Corp/CAActive
Some overlap · 5 shared positions
$ASML$GEV$APH$AMAT$LRCX
$255M
127 positions
#25Tevis Investment ManagementPassive
Some overlap · 4 shared positions
$OKE$ASML$LEN$UL
$176M
99 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.