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Hedge Funds Similar to FSM Wealth Advisors

13F Portfolio OverlapQ2 2026FSM Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

FSM Wealth Advisors, LLC is an institutional investor managing $939M across 350 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 FSM Wealth Advisors are AA Financial Advisors, Inscription, Basecamp Wealth Advisors, with shared positions in $DOV, $KLAC, $ASML, $EPD, $PGR, $SHW. The full ranking of 25 similar funds is below.

#1AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$KLAC$ASML
$832M
230 positions
#2Inscription Capital, LLCPassive
Notable overlap · 3 shared positions
$DOV$EPD$KLAC
$1.1B
791 positions
#3Basecamp Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$ASML$KLAC
$537M
1,822 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$PGR$ASML
$2.1B
131 positions
#5Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$ASML$SHW
$259M
181 positions
#6South Shore Capital AdvisorsPassive
Some overlap · 3 shared positions
$DOV$KLAC$ASML
$149M
154 positions
#7Murphy & Mullick Capital Management CorpPassive
Some overlap · 3 shared positions
$DOV$KLAC$ASML
$161M
666 positions
#8Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$PGR$DOV$EPD
$2.9B
703 positions
#9REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$SHW$ASML
$760M
229 positions
#10JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$PGR$SHW$KLAC
$748M
68 positions
#11Arbor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$ASML$EPD
$883M
145 positions
#12Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$PGR$SHW$KLAC$ASML
$452M
134 positions
#13Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$PGR$KLAC$ASML
$542M
162 positions
#14Bensler, LLCPassive
Some overlap · 3 shared positions
$PGR$KLAC$ASML
$1.1B
198 positions
#15IPG Investment Advisors LLCPassive
Some overlap · 3 shared positions
$PGR$KLAC$ASML
$696M
268 positions
#16Boreal Capital Management LLCPassive
Some overlap · 3 shared positions
$PGR$SHW$ASML
$134M
507 positions
#17Bleakley Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$KLAC$ASML
$7.9B
944 positions
#18Nvest Financial, LLCPassive
Slight overlap · 3 shared positions
$PGR$SHW$ASML
$316M
150 positions
#19Williams Jones Wealth Management, LLC.Active
Slight overlap · 3 shared positions
$DOV$SHW$EPD
$8.9B
547 positions
#20ALBERT D MASON INCPassive
Slight overlap · 4 shared positions
$SHW$KLAC$LECO$EPD
$176M
139 positions
#21Venturi Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PGR$KLAC$ASML
$2.6B
632 positions
#22Laird Norton Wetherby Trust Company, LLCActive
Slight overlap · 3 shared positions
$DOV$ASML$KLAC
$5.2B
1,017 positions
#23BSW Wealth PartnersActive
Slight overlap · 3 shared positions
$DOV$ASML$KLAC
$899M
331 positions
#24BANK OF STOCKTONActive
Slight overlap · 3 shared positions
$PGR$KLAC$ASML
$356M
126 positions
#25Frederick Financial Consultants, LLCActive
Slight overlap · 3 shared positions
$SHW$DOV$KLAC
$236M
121 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.