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Hedge Funds Similar to FMB WEALTH

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

FMB WEALTH MANAGEMENT is an institutional investor managing $272M across 74 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 FMB WEALTH are Asset Advisors Investment, Kinsale Group, Barnes Dennig Private Wealth, with shared positions in $MAR, $SCHW, $AMGN, $MRVL, $ROK, $C. The full ranking of 25 similar funds is below.

#1Asset Advisors Investment Management, LLCActive
Notable overlap · 3 shared positions
$MAR$SCHW$AMGN
$1.1B
102 positions
#2Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$AMGN$MAR$SCHW
$754M
41 positions
#3Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMGN$SCHW$MRVL
$125M
365 positions
#4Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SCHW$AMGN$MAR$ROK
$149M
116 positions
#5RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$ROK$MAR$AMGN$SCHW
$2.5B
234 positions
#6Fusion Capital, LLCActive
Some overlap · 3 shared positions
$AMGN$C$SCHW
$430M
112 positions
#7OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$AMGN$SCHW$ROK
$1.8B
139 positions
#8Johnson Financial Group, LLCSmart money
Some overlap · 3 shared positions
$MAR$MRVL$C
$1.9B
279 positions
#9WOLFF WIESE MAGANA LLCPassive
Some overlap · 3 shared positions
$AMGN$SCHW$MRVL
$217M
1,027 positions
#10Talbot Financial, LLCActive
Some overlap · 3 shared positions
$SCHW$AMGN$ROK
$1.4B
71 positions
#11Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$AMGN$SCHW$MRVL
$314M
185 positions
#12MCDONALD PARTNERS LLCPassive
Some overlap · 3 shared positions
$AMGN$MAR$C
$412M
621 positions
#13Insight Inv LLCPassive
Some overlap · 3 shared positions
$AMGN$C$MRVL
$212M
109 positions
#14Hudson Canyon Capital ManagementPassive
Some overlap · 3 shared positions
$AMGN$SCHW$C
$187M
50 positions
#15Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$ROK$SCHW$AMGN
$231M
67 positions
#16Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$AMGN$C$MRVL
$1.0B
204 positions
#17JACOBS & CO/CAPassive
Some overlap · 3 shared positions
$AMGN$SCHW$ROK
$1.2B
134 positions
#18Tortuga Wealth Management, IncPassive
Some overlap · 3 shared positions
$AMGN$C$MRVL
$132M
135 positions
#19Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$SCHW$C$MRVL
$679M
31 positions
#20Elmwood Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ROK$SCHW$C
$400M
200 positions
#21GKV Capital Management Co., Inc.Passive
Some overlap · 3 shared positions
$AMGN$C$MAR
$310M
83 positions
#22HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$C$MAR$MRVL
$1.1B
115 positions
#23Henshaw Capital LLCActive
Some overlap · 3 shared positions
$MAR$MRVL$C
$3.1B
160 positions
#24HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$SCHW$MRVL$ROK
$217M
352 positions
#25United Asset Strategies, Inc.Passive
Some overlap · 3 shared positions
$SCHW$AMGN$C
$1.4B
259 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.