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Hedge Funds Similar to Flagship Private Wealth,

13F Portfolio OverlapQ1 2026Flagship Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Flagship Private Wealth, LLC is an institutional investor managing $246M across 108 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 Flagship Private Wealth, are Fingerlakes Wealth ,, Planning, Junk Investment Group,, with shared positions in $MAR, $NTRB, $MS, $HUM, $DOV, $MCD. The full ranking of 25 similar funds is below.

#1Fingerlakes Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$MAR$NTRB$MS$HUM$DOV$MCD
$151M
97 positions
#2Capital Planning LLCActive
Some overlap · 5 shared positions
$MAR$NTRB$MS$HUM$DOV
$307M
82 positions
#3Junk Investment Group, LLCPassive
Some overlap · 6 shared positions
$MAR$NTRB$TXN$HUM$DOV$MDY
$191M
88 positions
#4Gratus Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$MAR$NTRB$MS$HUM
$691M
138 positions
#5Praetorian Wealth Management, Inc.Active
Some overlap · 6 shared positions
$MAR$NTRB$HUM$BRZE$USB$MCD
$526M
77 positions
#6Wheelhouse Advisory Group LLCActive
Some overlap · 5 shared positions
$MAR$NTRB$HUM$USB$MCD
$302M
51 positions
#7Clifford Group, LLCActive
Some overlap · 3 shared positions
$MAR$NTRB$MS
$130M
80 positions
#8VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$MAR$NTRB$MS
$11.8B
55 positions
#9Portfolio Strategies, Inc.Active
Some overlap · 4 shared positions
$MAR$NTRB$USB$MS
$811M
75 positions
#10Sheridan Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MAR$NTRB$MDLZ
$190M
31 positions
#11APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$MAR$TXN$DHR$MS
$117M
72 positions
#12Wealth Group LtdSmart money
Some overlap · 7 shared positions
$MAR$DHR$MS$MDLZ$HUM$BRZE
$439M
94 positions
#13Beacon Capital Management, LLCActive
Some overlap · 3 shared positions
$MAR$NTRB$HUM
$567M
166 positions
#14White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$DHR$USB$HUM$BRZE
$721M
145 positions
#15WBH ADVISORY INCPassive
Some overlap · 7 shared positions
$MAR$DHR$MS$RL$DOV$BRZE
$1.3B
350 positions
#16SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$MAR$DHR$MS$HUM$MCD
$106M
89 positions
#17ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$MAR$TXN$DHR
$229M
75 positions
#18PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$DHR$RL$BRZE
$338M
107 positions
#19Blackston Financial Advisory Group, LLCActive
Some overlap · 6 shared positions
$NTRB$MAR$HUM$DOV$MCD$MDY
$160M
106 positions
#20Tandem Investment Partners LLCPassive
Some overlap · 6 shared positions
$MAR$DHR$USB$HUM$BRZE$MDY
$118M
73 positions
#21Eldridge Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$DHR$MS$MCD$MDY
$456M
154 positions
#22Magnolia Wealth Management, LLCActive
Some overlap · 5 shared positions
$MAR$DHR$MDLZ$MCD$MS
$172M
212 positions
#23PGIM Custom Harvest LLCActive
Some overlap · 5 shared positions
$MAR$DHR$RL$HUM$AXP
$6.4B
276 positions
#24TRUST CO OF OKLAHOMAPassive
Some overlap · 3 shared positions
$MAR$DHR$MCD
$343M
139 positions
#25Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$MS$USB$AXP$HUM
$112M
97 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.