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Hedge Funds Similar to Fairscale

13F Portfolio OverlapQ2 2026Fairscale portfolio →
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Most similar hedge funds by 13F overlap

Fairscale Capital, LLC is an institutional investor managing $167M across 441 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 Fairscale are GUERRA PAN ADVISORS, Stonebridge Financial Group, Encore Global, with shared positions in $TMO, $CRWD, $GLW, $CRM, $MS, $NOW. The full ranking of 25 similar funds is below.

#1GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$TMO$CRWD$GLW$CRM$MS$NOW
$176M
113 positions
#2Stonebridge Financial Group, LLC/CAPassive
Some overlap · 6 shared positions
$STT$CRWD$C$PLTR$GLW$BX
$722M
310 positions
#3Encore Global Management, LPPassive
Some overlap · 5 shared positions
$STT$TMO$CRM$C$NOW
$102M
53 positions
#4Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$TMO$CRWD$CRM$NEE$BX
$825M
104 positions
#5Blue Zone Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$TMO$CRWD$CRM$NEE$BX
$636M
128 positions
#6TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$STT$GLW$PLTR$BX$C
$686M
151 positions
#7Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$TMO$CRM$NEE$BX$NOW$C
$233M
81 positions
#8GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$GLW$MS$C$ADI
$2.9B
212 positions
#9Winthrop Capital Management, LLCPassive
Some overlap · 5 shared positions
$STT$CMI$TMO$NEE$C
$414M
351 positions
#10Kessler Investment Group, LLCPassive
Some overlap · 6 shared positions
$CRWD$GLW$CRM$PLTR$NOW$CMI
$207M
82 positions
#11Fortress Financial Solutions, LLC
Some overlap · 4 shared positions
$STT$CRWD$GLW$PLTR
$118M
66 positions
#12Payne Capital Management, LLCActive
Some overlap · 5 shared positions
$STT$GLW$BX$MS$NOW
$375M
88 positions
#13Parkside Investments, LLCActive
Some overlap · 5 shared positions
$TMO$GLW$NEE$BX$C
$879M
95 positions
#14L & S Advisors IncPassive
Some overlap · 5 shared positions
$STT$GLW$CMI$MS$C
$967M
236 positions
#15Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$CRWD$GLW$CMI$STT$NEE
$496M
210 positions
#16Eagle Strategies LLCPassive
Some overlap · 5 shared positions
$STT$CRWD$C$CRM$NOW
$1.0B
267 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$TMO$GLW$PLTR$MS
$808M
315 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$GLW$CRM$NEE$BX$ADI$NOW
$327M
94 positions
#19CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$STT$TMO$CRM$NEE$MS
$338M
143 positions
#20True Vision MN LLC
Some overlap · 4 shared positions
$STT$CRWD$CRM$PLTR
$194M
98 positions
#21PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 6 shared positions
$GLW$CMI$MS$CRWD$C$ADI
$4.4B
124 positions
#22Cordatus Wealth Management LLCPassive
Some overlap · 5 shared positions
$STT$PLTR$NEE$C$ADI
$451M
160 positions
#23PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STT$CRWD$PLTR$NEE$NOW
$219M
125 positions
#24McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$TMO$CMI$PLTR$MS$ADI
$1.1B
132 positions
#25Owen LaRue, LLCPassive
Some overlap · 5 shared positions
$CRWD$GLW$PLTR$MS$C
$288M
141 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.