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Hedge Funds Similar to Fairvoy Private Wealth,

13F Portfolio OverlapQ1 2026Fairvoy Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Fairvoy Private Wealth, LLC is an institutional investor managing $495M across 200 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 Fairvoy Private Wealth, are MORGAN DEMPSEY, SageOak Financial,, Miramar ,, with shared positions in $OKE, $SO, $CMI, $IBM, $MCD, $GD. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$OKE$SO$CMI$IBM$MCD$GD
$220M
148 positions
#2SageOak Financial, LLCSmart money
Notable overlap · 3 shared positions
$OKE$SO$FITB
$142M
35 positions
#3Miramar Capital, LLCPassive
Notable overlap · 5 shared positions
$OKE$GPC$MCD$GD$ABT
$449M
56 positions
#4SFE Investment CounselPassive
Some overlap · 5 shared positions
$OKE$CMI$IBM$DHR$ABT
$635M
143 positions
#5Clark Wealth PartnersActive
Some overlap · 4 shared positions
$OKE$IBM$MCD$GD
$149M
604 positions
#6Advisory Resource GroupPassive
Some overlap · 5 shared positions
$OKE$FITB$CMI$DHR$GD
$581M
172 positions
#7Leelyn Smith, LLCPassive
Some overlap · 5 shared positions
$OKE$FITB$MCD$GD$KLAC
$713M
154 positions
#8VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$OKE$FITB$TJX$KLAC
$378M
169 positions
#9Machina Capital S.A.S.Passive
Some overlap · 7 shared positions
$TJX$MCD$CMI$GD$DHR$ABT
$508M
353 positions
#10Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$OKE$SO$IBM$CMI$MCD
$354M
164 positions
#11Triune Financial Partners, LLCSmart money
Some overlap · 3 shared positions
$OKE$IBM$DHR
$421M
47 positions
#12CAPITAL & PLANNING, LLCActive
Some overlap · 4 shared positions
$SO$MCD$GD$UBER
$165M
172 positions
#13Baker Chad RActive
Some overlap · 6 shared positions
$DHR$TJX$ABT$UBER$IBM$TMUS
$530M
56 positions
#14BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$SO$IBM$MCD$GD$ABT
$134M
211 positions
#15Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$OKE$TJX$MCD
$267M
33 positions
#16Lakeshore Financial Planning, Inc.Active
Some overlap · 4 shared positions
$OKE$FITB$SO$MCD
$276M
85 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$OKE$IBM$MCD$CMI
$223M
109 positions
#184WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$OKE$DHR$MCD$FITB$ABT
$117M
142 positions
#19Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$GPC$IBM$MCD$GD$ABT
$245M
83 positions
#20Churchill Financial Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$CMI$TJX$MCD$KLAC$SO
$476M
123 positions
#21Dempze Nancy EPassive
Some overlap · 5 shared positions
$DHR$TJX$UBER$ABT$IBM
$182M
92 positions
#22United BankPassive
Some overlap · 5 shared positions
$SO$TJX$GD$MCD$ABT
$301M
124 positions
#23Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$SO$DHR$MCD$GD$ABT
$583M
140 positions
#24Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$SO$CMI$IBM$MCD
$1.2B
93 positions
#25Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$SO$CMI$IBM
$215M
125 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.