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Hedge Funds Similar to FSM Wealth Advisors,

13F Portfolio OverlapQ1 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 Q1 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 Kozak & Associates,, Centerline Wealth Advisors,, ADE,, with shared positions in $XYZ, $SHW, $DIA, $GEV, $GE, $SE. The full ranking of 25 similar funds is below.

#1Kozak & Associates, Inc.Active
Notable overlap · 5 shared positions
$XYZ$SHW$DIA$GEV$GE
$576M
451 positions
#2Centerline Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$XYZ$SE$SAN$GEV
$278M
73 positions
#3ADE, LLCActive
Notable overlap · 3 shared positions
$XYZ$SE$DOV
$209M
86 positions
#4SB Capital Management Inc
Notable overlap · 3 shared positions
$DOV$SE$SHW
$273M
93 positions
#5Systelligence, LLCPassive
Some overlap · 3 shared positions
$DOV$XYZ$SAN
$514M
56 positions
#6Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$DOV$SE$SHW
$121M
79 positions
#7HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$GE$GEV
$260M
1,210 positions
#8BRANDYWINE TRUST COSmart money
Some overlap · 3 shared positions
$DOV$GE$GEV
$552M
31 positions
#9Alta Advisers LtdActive
Some overlap · 3 shared positions
$DOV$GE$PLTR
$276M
206 positions
#10Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$EPD
$951M
715 positions
#11RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$DOV$GEV$GE
$265M
62 positions
#12ANGELES WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DOV$SHW$GE
$1.8B
524 positions
#13THREADGILL FINANCIAL, LLCActive
Some overlap · 3 shared positions
$DOV$LECO$SHW
$344M
44 positions
#14Peak Financial Management, Inc.Active
Some overlap · 3 shared positions
$XYZ$GE$GEV
$394M
100 positions
#15Rakuten Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$PLTR$GE
$49.2B
464 positions
#16Goldstone Financial Group, LLCPassive
Some overlap · 3 shared positions
$XYZ$DOV$FITB
$922M
228 positions
#17SYM FINANCIAL CorpActive
Some overlap · 5 shared positions
$SE$DOV$XYZ$GE$GEV
$1.0B
415 positions
#18MMA ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$XYZ$GE$GEV
$284M
179 positions
#19Endowment Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DOV$SE$SHW$PLTR
$226M
165 positions
#20Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$XYZ$SE$SAN
$11.5B
333 positions
#21TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SE$XYZ$GEV$SHW
$22.8B
54 positions
#22IFS Group,LLCPassive
Some overlap · 5 shared positions
$SE$FITB$GE$GEV$PLTR
$112M
144 positions
#23Storen Legacy Partners, LLCPassive
Some overlap · 3 shared positions
$SE$XYZ$SAN
$319M
102 positions
#24PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SE$PGR$DIA
$118M
70 positions
#25HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DOV$SAN$EPD
$212M
59 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.