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Hedge Funds Similar to Fairway Financial,

13F Portfolio OverlapQ1 2026Fairway Financial, portfolio →
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Most similar hedge funds by 13F overlap

Fairway Financial, LLC is an institutional investor managing $132M across 23 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 Fairway Financial, are Silver Coast Investments, Mokosak Advisory Group,, TME FINANCIAL,, with shared positions in $MS, $UNIT, $AMAT, $MAR, $NOW, $FCFS. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive
Substantial overlap · 3 shared positions
$MS$UNIT$AMAT
$313M
119 positions
#2Mokosak Advisory Group, LLCSmart money
Substantial overlap · 3 shared positions
$UNIT$MAR$NOW
$399M
34 positions
#3TME FINANCIAL, INC.Passive
Notable overlap · 3 shared positions
$MS$UNIT$NOW
$144M
65 positions
#4Strategies Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$UNIT$MAR
$995M
193 positions
#5Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$MS$MAR$UNIT
$453M
103 positions
#6ASPIRIANT, LLCActive
Notable overlap · 3 shared positions
$UNIT$MAR$MS
$3.5B
338 positions
#7Wall Street Financial Group, Inc.Passive
Notable overlap · 3 shared positions
$MAR$MS$AMAT
$169M
667 positions
#8APS Management Group, Inc.Passive
Notable overlap · 3 shared positions
$MS$MAR$NOW
$117M
72 positions
#9Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 3 shared positions
$MS$AMAT$UNIT
$589M
590 positions
#10Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$MAR$UNIT$NOW
$201M
426 positions
#11Payne Capital Management, LLCActive
Notable overlap · 4 shared positions
$UNIT$MS$NOW$MAR
$331M
79 positions
#12Stonebridge Financial Planning Group, LLCPassive
Notable overlap · 3 shared positions
$MS$FCFS$MAR
$272M
171 positions
#13Fingerlakes Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$MAR$MS$NOW$AMAT
$151M
97 positions
#14XML Financial, LLCPassive
Some overlap · 4 shared positions
$MS$MAR$FCFS$NOW
$1.2B
421 positions
#15STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$MS$UNIT$MAR
$151M
61 positions
#16TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$MS$UNIT$NOW
$366M
171 positions
#17Rooted Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$UNIT$AMAT
$379M
144 positions
#18Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$FCFS$MAR$MS$UNIT
$218M
162 positions
#19JMAC ENTERPRISES LLCPassive
Some overlap · 3 shared positions
$MAR$UNIT$MS
$522M
117 positions
#20Morangie Management LLCActive
Some overlap · 3 shared positions
$MS$NOW$MAR
$109M
34 positions
#21Madison Wealth Partners, IncPassive
Some overlap · 3 shared positions
$MS$MAR$UNIT
$627M
220 positions
#22White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$MAR$UNIT$NOW
$721M
145 positions
#23Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$UNIT$NOW
$295M
168 positions
#24PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MAR$NOW$UNIT
$338M
107 positions
#25STEVENS CAPITAL PARTNERSPassive
Some overlap · 3 shared positions
$MS$UNIT$MAR
$416M
126 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.