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Hedge Funds Similar to Fusion

13F Portfolio OverlapQ2 2026Fusion portfolio →
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Most similar hedge funds by 13F overlap

Fusion Capital, LLC is an institutional investor managing $430M across 112 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 Fusion are Integras Partners, Bell & Brown Wealth Advisors, Arrow Pty Ltd, with shared positions in $BHP, $AMGN, $CRWD, $USB, $VLO, $QCOM. The full ranking of 25 similar funds is below.

#1Integras Partners LLCPassive
Notable overlap · 4 shared positions
$BHP$AMGN$CRWD$USB
$181M
100 positions
#2Bell & Brown Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$VLO$QCOM$AMGN$C$BA
$320M
72 positions
#3Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$VLO$CRH$C
$118M
25 positions
#4William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$VLO$NOC$QCOM
$208M
258 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$QCOM$USB
$1.2B
100 positions
#6Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$AMGN$QCOM$VLO
$122M
92 positions
#7GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AMGN$QCOM$SCHW
$906M
153 positions
#8Gleason Group, Inc.Active
Some overlap · 3 shared positions
$QCOM$BHP$C
$1.1B
441 positions
#9North Forty Two & Co.Passive
Some overlap · 3 shared positions
$QCOM$VLO$AMGN
$121M
106 positions
#10Larry Mathis Financial Planning, LLCPassive
Some overlap · 5 shared positions
$CRH$C$QCOM$BHP$SCHW
$118M
116 positions
#11KWMG, LLCPassive
Some overlap · 4 shared positions
$VLO$AMGN$CAH$BA
$1.4B
155 positions
#12Empire Financial Management Company, LLCPassive
Some overlap · 3 shared positions
$AMGN$QCOM$NOC
$253M
139 positions
#13JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$AMGN$QCOM$C
$593M
122 positions
#14Summit Financial Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$VLO$BA$USB
$807M
227 positions
#15FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$AMGN$C$SCHW
$272M
74 positions
#16DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$QCOM$SCHW
$275M
99 positions
#17Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$VLO$C$SCHW
$378M
124 positions
#18Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$BHP$AMGN$BA$C
$233M
81 positions
#19Crestmont Private Wealth LLCSmart money
Some overlap · 4 shared positions
$QCOM$VLO$AMGN$KKR
$356M
105 positions
#20guardian investment managementActive
Some overlap · 4 shared positions
$AMGN$C$BA$KKR
$157M
60 positions
#21Foster Victor Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$VLO$AMGN$QCOM$C
$2.0B
266 positions
#22Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$QCOM$CRH$USB
$960M
178 positions
#23Ark Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$VLO$QCOM$SCHW
$113M
87 positions
#24Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$QCOM$USB
$47.7B
212 positions
#25Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$VLO$C$CAH$BA
$287M
33 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.