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Hedge Funds Similar to Fountainhead AM,

13F Portfolio OverlapQ1 2026Fountainhead AM, portfolio →
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Most similar hedge funds by 13F overlap

Fountainhead AM, LLC is an institutional investor managing $111M across 215 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 Fountainhead AM, are Birch ,, O'Brien Greene &, JMAC ENTERPRISES, with shared positions in $AMGN, $NVO, $GSAT, $VLTO, $VLO, $KO. The full ranking of 25 similar funds is below.

#1Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$NVO$GSAT
$191M
78 positions
#2O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$AMGN$VLTO$VLO$KO
$353M
133 positions
#3JMAC ENTERPRISES LLCPassive
Some overlap · 5 shared positions
$AMGN$KO$MS$BAC$IBM
$522M
117 positions
#4Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$GSAT$AMGN$IBM$BAC
$441M
105 positions
#5OAK FAMILY ADVISORS, LLCPassive
Some overlap · 4 shared positions
$NVO$UPST$GSAT$MS
$355M
116 positions
#6Intelligence Driven Advisers, LLCActive
Some overlap · 5 shared positions
$VLTO$GSAT$UPST$PLTR$SE
$574M
130 positions
#7FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$AMGN$UPST$VLTO$BAC$KO
$5.0B
201 positions
#8GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$AMGN$UPST$VLTO$IBM$KO$MS
$908M
286 positions
#9Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$VLTO$UPST$SE$KO$MS
$109M
1,311 positions
#10Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$UPST$NVO
$154M
64 positions
#11TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 4 shared positions
$VLTO$UPST$SE$MS
$4.8B
1,649 positions
#12Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$AMGN$IBM$KO$BMO
$18.1B
151 positions
#13Carnegie Lake Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$IBM$BAC$KO
$252M
167 positions
#14Seed Wealth Management, Inc.Active
Some overlap · 4 shared positions
$VLTO$GSAT$PLTR$NVO
$145M
98 positions
#15CONTINENTAL INVESTORS SERVICES, INC.Active
Some overlap · 3 shared positions
$VLTO$UPST$PLTR
$106M
81 positions
#16CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$PLTR$IBM$BAC$KO
$1.3B
118 positions
#17Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$AMGN$BMO$SE$IBM$VLO
$873M
189 positions
#18Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$UPST$AMGN$IBM$BAC$KO$MS
$638M
158 positions
#19VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$GSAT$AMGN$MS
$1.6B
316 positions
#20SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 3 shared positions
$AMGN$NVO$MS
$1.8B
176 positions
#21OneAscent Investment Solutions LLCPassive
Some overlap · 3 shared positions
$VLTO$UPST$PLTR
$100M
128 positions
#22Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$AMGN$IBM$BAC$VLO$KO
$223M
109 positions
#23Dynamic Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$VLTO$GSAT$UPST
$173M
288 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$AMGN$IBM$KO$MS
$353M
78 positions
#25Vectors Research Management, LLCPassive
Some overlap · 4 shared positions
$VLTO$GSAT$IBM$BAC
$342M
142 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.