What hedge funds are most similar to Fingerlakes Wealth Management, Inc.?

The funds with the most similar 13F portfolios to Fingerlakes Wealth Management, Inc. are Gratus Wealth Advisors,, Beacon ,, Praetorian Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Fingerlakes Wealth ,

13F Portfolio OverlapQ1 2026Fingerlakes Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Fingerlakes Wealth Management, Inc. is an institutional investor managing $151M across 97 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 Fingerlakes Wealth , are Gratus Wealth Advisors,, Beacon ,, Praetorian Wealth ,, with shared positions in $NTRB, $MAR, $MS, $HUM, $IBM, $CSX. The full ranking of 25 similar funds is below.

#1Gratus Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$NTRB $MAR $MS $HUM $IBM $CSX

$691M

138 positions

#2Beacon Capital Management, LLCActive

Notable overlap · 4 shared positions

$NTRB $DIA $MAR $HUM

$567M

166 positions

#3Praetorian Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$NTRB $MAR $SCHW $HUM $MCD

$526M

77 positions

#4Wheelhouse Advisory Group LLCActive

Notable overlap · 6 shared positions

$NTRB $MAR $HUM $KKR $NEE $MCD

$302M

51 positions

#5Portfolio Strategies, Inc.Active

Notable overlap · 5 shared positions

$NTRB $MAR $LMT $LOW $MS

$811M

75 positions

#6Clifford Group, LLCActive

Notable overlap · 5 shared positions

$NTRB $MAR $MS $SCHW $NEE

$130M

80 positions

#7Blackston Financial Advisory Group, LLCActive

Notable overlap · 6 shared positions

$NTRB $MAR $KKR $DOV $HUM $MCD

$160M

106 positions

#8Alexis Investment Partners, LLCActive

Notable overlap · 5 shared positions

$NTRB $DIA $AMAT $MAR $HUM

$145M

35 positions

#9FC Advisory LLCActive

Notable overlap · 6 shared positions

$NTRB $MS $SCHW $HUM $DOV $CSX

$342M

115 positions

#10Leelyn Smith, LLCPassive

Notable overlap · 6 shared positions

$NTRB $AMAT $KKR $SCHW $MCD $LMT

$713M

154 positions

#11IFC Advisors LLCActive

Notable overlap · 5 shared positions

$NTRB $NEE $KKR $MS $MCD

$699M

158 positions

#12ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NTRB $DOV $KKR

$1.8B

524 positions

#13Capital Planning LLCActive

Notable overlap · 5 shared positions

$NTRB $MAR $MS $HUM $DOV

$307M

82 positions

#14Black Diamond Financial, LLCActive

Notable overlap · 6 shared positions

$NTRB $SCHW $HUM $MAR $KKR $PL

$916M

185 positions

#15BHK Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$NTRB $AMAT $LOW $NU $PL

$299M

79 positions

#16Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $KKR $HUM $DIA

$116M

80 positions

#17Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$NTRB $MS $KKR $NU $HUM $DOV

$109M

1,311 positions

#18Investment Insight Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$NTRB $NOW $MCD

$93M

36 positions

#19Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$NTRB $SCHW $NEE

$154M

71 positions

#20Zeit Capital LLCActive

Notable overlap · 4 shared positions

$NTRB $SCHW $IBM $AMAT

$149M

52 positions

#21Junk Investment Group, LLCPassive

Notable overlap · 6 shared positions

$MAR $NTRB $DOV $KKR $HUM $IBM

$191M

88 positions

#22Cassaday & Co Wealth Management LLCActive

Notable overlap · 5 shared positions

$NTRB $MAR $MCD $SCHW $IBM

$4.7B

1,361 positions

#23ETF Portfolio Partners, Inc.Active

Notable overlap · 4 shared positions

$NTRB $KKR $DOV $NOW

$381M

68 positions

#24Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MCD

$511M

129 positions

#25PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$NTRB $AMAT $MAR $LMT

$1.2B

108 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.