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Hedge Funds Similar to FLP Wealth

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

FLP Wealth Management, LLC is an institutional investor managing $56M across 65 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 FLP Wealth are Dynamic Financial Group, Pettinga Financial Advisors, with shared positions in $CASY, $DE, $RKT, $SIVR, $PHYS. The full ranking of 2 similar funds is below.

#1Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$CASY$DE$RKT
$132M
76 positions
#2Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$SIVR$PHYS$DE
$624M
156 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.