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 FMA Wealth ,

13F Portfolio OverlapQ1 2026FMA Wealth , portfolio →

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Most similar hedge funds by 13F overlap

FMA Wealth Management, LLC is an institutional investor managing $156M across 42 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 FMA Wealth , are BetterWealth,, Leo H. Evart,, Keyes, Stange & Wooten Wealth ,, with shared positions in $SNOW, $NEE, $HUM, $AMD, $BAH, $DIS. The full ranking of 25 similar funds is below.

#1BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $NEE $HUM $AMD

$510M

85 positions

#2Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $HUM $BAH

$117M

298 positions

#3Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $NEE $DIS

$224M

71 positions

#4CHRISTINE MESSMER PCActive

Notable overlap · 3 shared positions

$SNOW $NEE $HUM

$156M

80 positions

#5Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$SNOW $NEE $HUM $MFC

$1.2B

126 positions

#6NORTHLAND SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $EMR $DIS

$105M

107 positions

#7Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $BAH $HUM

$493M

58 positions

#8Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $HUM $EMR

$289M

44 positions

#9FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $NEE

$754M

345 positions

#10Equity Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $AMD

$155M

76 positions

#11Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $NEE

$200M

119 positions

#12Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $BAH $DIS $EMR

$198M

290 positions

#13McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$SNOW $HUM $BAH

$192M

27 positions

#14Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $NEE $HUM

$950M

192 positions

#15FLC Capital AdvisorsPassive

Notable overlap · 3 shared positions

$SNOW $HUM $NEE

$560M

221 positions

#16Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $HUM $AMD

$225M

99 positions

#17Andrews Advisory Associates, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $NEE $DIS

$190M

82 positions

#18Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SNOW $NEE $AMD

$608M

85 positions

#19Keystone Financial Services, LLCActive

Notable overlap · 3 shared positions

$SNOW $BAH $DIS

$149M

58 positions

#20City State BankPassive

Notable overlap · 3 shared positions

$SNOW $HUM $NEE

$385M

784 positions

#21LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$SNOW $BAH $HUM

$175M

112 positions

#22Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$HUM $SNOW $BAH $NEE

$2.6B

365 positions

#23D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$SNOW $BAH $HUM

$772M

299 positions

#24Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $DIS

$194M

54 positions

#25Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $NEE

$420M

120 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.