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Hedge Funds Similar to FSA Investment Group,

13F Portfolio OverlapQ1 2026FSA Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

FSA Investment Group, LLC is an institutional investor managing $248M across 45 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 FSA Investment Group, are ETF Store,, Brendel Financial Advisors, Mason & Associates, with shared positions in $BAR, $O, $NEE, $SHW, $PLTR, $BRZE. The full ranking of 25 similar funds is below.

#1ETF Store, Inc.Active
Some overlap · 3 shared positions
$BAR$O$NEE
$103M
100 positions
#2Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$BAR$SHW$NEE$PLTR
$202M
95 positions
#3Mason & Associates IncActive
Some overlap · 3 shared positions
$BAR$SHW$PLTR
$516M
160 positions
#4UNIVEST FINANCIAL CorpActive
Some overlap · 4 shared positions
$BRZE$SHW$NEE$TJX
$1.8B
254 positions
#5M Wealth Management, LLCActive
Some overlap · 3 shared positions
$BRZE$IBIT$PLTR
$119M
55 positions
#6Vestmark Advisory Solutions, Inc.Passive
Some overlap · 3 shared positions
$BRZE$SHW$NEE
$9.0B
1,327 positions
#7Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$BRZE$IBIT$NEE
$149M
70 positions
#8Friday FinancialActive
Some overlap · 4 shared positions
$BRZE$IBIT$NEE$PLTR
$290M
93 positions
#9Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$BRZE$IBIT$NEE
$607M
110 positions
#10Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$BRZE$NEE$TJX
$118M
73 positions
#11Global Trust Wealth Management LLCActive
Some overlap · 3 shared positions
$BRZE$NEE$PLTR
$132M
83 positions
#12COGENT STRATEGIC WEALTH LLCActive
Some overlap · 3 shared positions
$BRZE$NEE$PLTR
$97M
56 positions
#13Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$BRZE$NEE$SO
$204M
120 positions
#14Good Steward Wealth Advisors,LLCPassive
Some overlap · 3 shared positions
$BRZE$NEE$SO
$156M
68 positions
#15Good Harbor Advisors, Inc.Passive
Some overlap · 3 shared positions
$BRZE$NEE$SO
$92M
82 positions
#16FIRST NATIONAL BANK OF OMAHAPassive
Some overlap · 3 shared positions
$BRZE$NEE$SO
$3.2B
497 positions
#17Hyposwiss Advisors SAPassive
Slight overlap · 3 shared positions
$BRZE$IBIT$NEE
$101M
112 positions
#18Prospera Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$BRZE$PLTR$NEE
$199M
45 positions
#19N.E.W. Advisory Services LLCActive
Slight overlap · 3 shared positions
$BRZE$PLTR$O
$1.3B
914 positions
#20Sageworth Trust CoActive
Slight overlap · 4 shared positions
$BRZE$IBIT$PLTR$TJX
$2.3B
172 positions
#21BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive
Slight overlap · 3 shared positions
$BRZE$NEE$SO
$689M
134 positions
#22Pitti Group Wealth Management, LLCActive
Slight overlap · 3 shared positions
$BRZE$NEE$SHW
$123M
81 positions
#23MSH Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$SHW$BRZE$O
$472M
273 positions
#24Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive
Slight overlap · 4 shared positions
$SHW$BRZE$PLTR$SO
$818M
489 positions
#25Provenance Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$BRZE$TJX$SHW
$945M
412 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.