What hedge funds are most similar to Fairway Wealth LLC?

The funds with the most similar 13F portfolios to Fairway Wealth LLC are FIDELIS iM,, WESCAP Group,, LRI Investments,, 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 Fairway Wealth

13F Portfolio OverlapQ1 2026Fairway Wealth portfolio →

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Most similar hedge funds by 13F overlap

Fairway Wealth LLC is an institutional investor managing $379M across 192 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 Wealth are FIDELIS iM,, WESCAP Group,, LRI Investments,, with shared positions in $WT, $SCHW, $BRZE, $COP, $IBIT, $MKL. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$WT $SCHW $BRZE $COP

$264M

25 positions

#2WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $SCHW $IBIT $COP

$508M

107 positions

#3LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $MKL

$1.1B

1,415 positions

#4Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $SCHW $RPM

$277M

118 positions

#5SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$WT $SCHW $DHR

$125M

39 positions

#6Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $SCHW $MKL $BRZE

$365M

111 positions

#7Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $SCHW $MKL $BRZE

$89M

81 positions

#8BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$WT $SCHW $SHW $COP

$129M

217 positions

#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $SCHW $MKL

$206M

97 positions

#10Trilogy Capital Inc.Passive

Notable overlap · 4 shared positions

$WT $SCHW $MKL $COP

$2.3B

390 positions

#11Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SCHW $BRZE

$104M

20 positions

#12Transcendent Capital Group LLCPassive

Notable overlap · 4 shared positions

$WT $SCHW $IBIT $COP

$219M

112 positions

#13Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $SCHW $DE $MKL $DHR

$90M

65 positions

#14Professional Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $SCHW $MKL $BRZE

$491M

137 positions

#15Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SCHW $BRZE

$313M

138 positions

#16CPWA, LLCPassive

Notable overlap · 3 shared positions

$WT $SCHW $SHW

$84M

90 positions

#17Marathon Strategic Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $COP

$139M

52 positions

#18Phillip James Consulting Co.Passive

Notable overlap · 4 shared positions

$WT $SCHW $TDG $DHR

$132M

378 positions

#19Alpine Bank Wealth ManagementActive

Notable overlap · 3 shared positions

$WT $SCHW $MKL

$688M

161 positions

#20NerdWallet Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $DE

$229M

59 positions

#21BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $MKL $PHYS $BRZE $COP

$2.5B

453 positions

#22Quattro Advisors LLCActive

Notable overlap · 4 shared positions

$WT $SCHW $TPL $IBIT

$115M

51 positions

#23MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $CEF $COP

$240M

234 positions

#24Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $DE $DHR

$231M

56 positions

#25MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $TDG $CEG

$1.3B

143 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.