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Hedge Funds Similar to Falcon Wealth Planning

13F Portfolio OverlapQ2 2026Falcon Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Falcon Wealth Planning is an institutional investor managing $1.6B across 248 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 Falcon Wealth Planning are D L CARLSON INVESTMENT GROUP, TCW GROUP, Legacy Bridge, with shared positions in $BNY, $ISRG, $SNDK, $ASML, $WDC, $DE. The full ranking of 25 similar funds is below.

#1D L CARLSON INVESTMENT GROUP INCActive
Slight overlap · 3 shared positions
$BNY$ISRG$SNDK
$628M
133 positions
#2TCW GROUP INCActive
Slight overlap · 3 shared positions
$BNY$ISRG$ASML
$14.9B
640 positions
#3Legacy Bridge, LLCPassive
Slight overlap · 4 shared positions
$BNY$ASML$WDC$DE
$324M
322 positions
#4TWO SIGMA INVESTMENTS, LPPassive
Slight overlap · 5 shared positions
$ISRG$SNDK$EQIX$ASML$WDC
$138.1B
5,017 positions
#5VestGen Investment ManagementPassive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$189M
218 positions
#6Williamson Legacy Group, LLCPassive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$201M
75 positions
#7KEYVANTAGE WEALTH, LLCActive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$264M
96 positions
#8Dorsey Wright & AssociatesPassive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$590M
131 positions
#9American Assets Investment Management, LLCActive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$1.7B
146 positions
#10MorganRosel Wealth Management, LLCActive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$296M
104 positions
#11Providence First Trust CoPassive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$358M
196 positions
#12Donoghue Forlines LLCPassive
Slight overlap · 3 shared positions
$BNY$SNDK$WDC
$387M
114 positions
#13Stronghold Wealth Management L.L.C.Passive
Slight overlap · 3 shared positions
$BNY$EQIX$ASML
$75M
131 positions
#14Western Financial Corp/CAActive
Slight overlap · 3 shared positions
$BNY$ASML$WDC
$341M
132 positions
#15CORDA Investment Management, LLC.Active
Slight overlap · 3 shared positions
$BNY$ASML$DE
$1.6B
85 positions
#16Arlington Financial Advisors, LLCActive
Slight overlap · 5 shared positions
$ISRG$ASML$SNDK$DE$WDC
$787M
107 positions
#17PARADIGM ASSET MANAGEMENT CO LLCPassive
Slight overlap · 3 shared positions
$BNY$ASML$WDC
$468M
419 positions
#18Outlook Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$BNY$SNDK$ASML
$463M
305 positions
#19Causey Wealth LLCActive
Slight overlap · 4 shared positions
$ISRG$SNDK$ASML$WDC
$256M
83 positions
#20Silvant Capital Management LLCActive
Slight overlap · 4 shared positions
$ISRG$SNDK$ASML$WDC
$3.4B
385 positions
#21PKO Investment Management Joint-Stock CoPassive
Slight overlap · 4 shared positions
$ISRG$SNDK$WDC$CDE
$1.4B
228 positions
#22Ethic Inc.Passive
Slight overlap · 4 shared positions
$BNY$SNDK$ASML$WDC
$8.0B
1,358 positions
#23Invesco Ltd.Passive
Slight overlap · 4 shared positions
$ISRG$SNDK$ASML$WDC
$1.3T
3,819 positions
#24Squarepoint Ops LLCPassive
Slight overlap · 3 shared positions
$ISRG$SNDK$EQIX
$90.5B
4,323 positions
#25Nishkama Capital, LLCActive
Slight overlap · 4 shared positions
$SNDK$EQIX$ASML$WDC
$3.2B
61 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.