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 FLAGSHIP WEALTH ADVISORS

13F Portfolio OverlapQ2 2026FLAGSHIP WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

FLAGSHIP WEALTH ADVISORS, LLC is an institutional investor managing $447M across 484 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 FLAGSHIP WEALTH ADVISORS are Menard Financial Group, Garden State Investment Advisory Services, Realta Investment Advisors, with shared positions in $CRWD, $SPCX, $PWR, $PLTR, $KLAC, $STT. The full ranking of 25 similar funds is below.

#1Menard Financial Group LLCActive

Slight overlap · 5 shared positions

$CRWD $SPCX $PWR $PLTR $KLAC

$184M

80 positions

#2Garden State Investment Advisory Services LLCPassive

Slight overlap · 5 shared positions

$CRWD $PWR $STT $BAH $PLTR

$553M

365 positions

#3Realta Investment AdvisorsPassive

Slight overlap · 5 shared positions

$CRWD $PWR $STT $PLTR $KLAC

$322M

378 positions

#4ABN AMRO Bank N.V.Active

Slight overlap · 5 shared positions

$CRWD $PWR $TJX $PLTR $KLAC

$7.7B

231 positions

#5Greenline Wealth Management LLCPassive

Slight overlap · 5 shared positions

$CRWD $PWR $TJX $PLTR $KLAC

$122M

131 positions

#6Clarus Wealth AdvisorsPassive

Slight overlap · 5 shared positions

$PWR $STT $OKE $TJX $PLTR

$260M

86 positions

#7AMI ASSET MANAGEMENT CORPActive

Slight overlap · 4 shared positions

$CRWD $SPCX $PWR $TJX

$1.7B

99 positions

#8Convergence Financial, LLCPassive

Slight overlap · 4 shared positions

$CRWD $SPCX $STT $PLTR

$1.3B

272 positions

#9Canvas Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$CRWD $SPCX $PLTR $PWR

$717M

251 positions

#10Abound Wealth ManagementActive

Slight overlap · 5 shared positions

$SPCX $OKE $PLTR $STT $CRWD

$504M

1,359 positions

#11AlphaStar Capital Management, LLCActive

Slight overlap · 4 shared positions

$CRWD $PWR $STT $PLTR

$1.6B

280 positions

#12Capital Advisors Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PWR $STT $PLTR

$851M

231 positions

#13Stonebridge Financial Group, LLC/CAPassive

Slight overlap · 4 shared positions

$CRWD $PWR $STT $PLTR

$722M

310 positions

#14Teamwork Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$PWR $OKE $TJX $PLTR $KLAC

$1.1B

215 positions

#15Mascagni Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$CRWD $SPCX $PLTR $CSX

$161M

142 positions

#16QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 4 shared positions

$CRWD $PWR $BAH $PLTR

$196M

153 positions

#17Gladstone Institutional Advisory LLCPassive

Slight overlap · 4 shared positions

$CRWD $PWR $STT $CSX

$3.2B

892 positions

#18Goldstein Advisors, LLCActive

Slight overlap · 4 shared positions

$CRWD $SPCX $TJX $KLAC

$1.1B

261 positions

#19KKM Financial LLCPassive

Slight overlap · 4 shared positions

$CRWD $SPCX $PLTR $KLAC

$730M

169 positions

#20JENNISON ASSOCIATES LLCActive

Slight overlap · 4 shared positions

$CRWD $SPCX $PLTR $KLAC

$166.7B

567 positions

#21Parallel Advisors, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PWR $TJX $PLTR

$6.6B

3,930 positions

#22Signature Equity Partners, LLCPassive

Slight overlap · 4 shared positions

$SPCX $CRWD $PWR $KLAC

$218M

1,571 positions

#23CAP Partners, LLCPassive

Slight overlap · 4 shared positions

$CRWD $STT $OKE $PLTR

$204M

155 positions

#24PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$CRWD $STT $TJX $PLTR

$219M

125 positions

#25DUNCKER STREETT & CO INCPassive

Slight overlap · 4 shared positions

$CRWD $PWR $TJX $KLAC

$591M

521 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.