What hedge funds are most similar to FLYWHEEL PRIVATE WEALTH LLC?

The funds with the most similar 13F portfolios to FLYWHEEL PRIVATE WEALTH LLC are SWAN, Family CFO, Ariston Services Group, 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 FLYWHEEL PRIVATE WEALTH

13F Portfolio OverlapQ1 2026FLYWHEEL PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

FLYWHEEL PRIVATE WEALTH LLC is an institutional investor managing $176M across 104 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 FLYWHEEL PRIVATE WEALTH are SWAN, Family CFO, Ariston Services Group, with shared positions in $HUM, $UNIT, $KKR, $SCHW, $MAR, $BRZE. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Substantial overlap · 5 shared positions

$HUM $UNIT $KKR $SCHW $MAR

$272M

554 positions

#2Family CFO IncActive

Substantial overlap · 4 shared positions

$HUM $UNIT $BRZE $SCHW

$223M

41 positions

#3Ariston Services GroupActive

Notable overlap · 5 shared positions

$HUM $KKR $IAU $SCHW $APD

$167M

71 positions

#4Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $AMN

$116M

80 positions

#5Trust Point Inc.Active

Notable overlap · 5 shared positions

$HUM $PWR $UNIT $IAU $MAR

$1.2B

521 positions

#6Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $UNIT $AMN $IAU $KKR $BRZE

$98M

68 positions

#7Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $SCHW

$104M

20 positions

#8Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $AMGN

$341M

64 positions

#9Western Pacific Wealth Management, LPActive

Notable overlap · 5 shared positions

$HUM $KKR $BRZE $C $SCHW

$98M

197 positions

#10ASPIRIANT, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $MAR $SCHW $TJX

$3.5B

338 positions

#11Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $SCHW

$255M

70 positions

#12Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $IAU

$169M

170 positions

#13Joel Isaacson & Co., LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $BRZE $UNIT $MAR

$3.0B

455 positions

#14Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$HUM $UNIT $KKR $SCHW

$230M

21 positions

#15Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$HUM $AMN $MAR $KKR $EMR

$302M

51 positions

#16Noble Family Wealth, LLCActive

Notable overlap · 3 shared positions

$HUM $UNIT $KKR

$484M

76 positions

#17ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $UNIT $BRZE $SCHW

$753M

159 positions

#18Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $PSX

$160M

106 positions

#19Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$UNIT $HUM $MAR $AMGN

$227M

74 positions

#20Stokes Family Office, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $AMN $IAU $UNIT

$969M

276 positions

#21360 Financial, Inc.Active

Notable overlap · 5 shared positions

$HUM $KKR $PWR $AMGN $MAR

$332M

80 positions

#22GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$HUM $IAU $AMN $SCHW

$162M

51 positions

#23Capital Advisors Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$HUM $KKR $AMN $UNIT $IAU $SCHW

$745M

219 positions

#24STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$HUM $UNIT $AMGN

$547M

180 positions

#25FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$HUM $BRZE $SCHW $APD

$264M

25 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.