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Hedge Funds Similar to Flagship

13F Portfolio OverlapQ1 2026Flagship portfolio →
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Most similar hedge funds by 13F overlap

Flagship Capital Management Inc. is an institutional investor managing $136M across 48 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 Flagship are Accel Wealth, PFS Partners,, Buck Wealth Strategies,, with shared positions in $JHG, $MS, $NKE, $IBM, $VZ, $AMGN. The full ranking of 25 similar funds is below.

#1Accel Wealth ManagementPassive
Notable overlap · 4 shared positions
$JHG$MS$NKE$IBM
$383M
290 positions
#2PFS Partners, LLCActive
Notable overlap · 4 shared positions
$JHG$MS$VZ$IBM
$218M
590 positions
#3Buck Wealth Strategies, LLCActive
Notable overlap · 5 shared positions
$JHG$MS$VZ$AMGN$CCZ
$810M
166 positions
#4Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 3 shared positions
$JHG$MS$REGN
$589M
590 positions
#5Destiny Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$MS$NKE$UBER
$914M
1,148 positions
#6Dynamic Financial GroupActive
Notable overlap · 3 shared positions
$JHG$VZ$MS
$122M
69 positions
#7Advisory Resource GroupPassive
Notable overlap · 3 shared positions
$JHG$PSX$MS
$581M
172 positions
#8Quad-Cities Investment Group, LLCPassive
Notable overlap · 3 shared positions
$MS$JHG$UBER
$251M
200 positions
#9DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$MS$PSX$CVS$VZ$CCZ
$220M
38 positions
#10Balanced Rock Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$MS$TD$JHG$CCZ
$143M
96 positions
#11RiverTree Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$LEN$REGN
$158M
60 positions
#12Medallion Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$NKE$REGN
$306M
1,121 positions
#13Comprehensive Financial Planning, Inc./PAPassive
Notable overlap · 4 shared positions
$JHG$LEN$MS$FULT
$144M
387 positions
#14ATWOOD & PALMER INCPassive
Notable overlap · 3 shared positions
$JHG$UBER$REGN
$1.8B
531 positions
#15E6 Portfolios, LLCActive
Notable overlap · 3 shared positions
$JHG$NKE$MS
$96M
58 positions
#16Vista Private Wealth Partners. LLCPassive
Notable overlap · 4 shared positions
$JHG$VZ$CVS$IBM
$291M
87 positions
#17CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$NKE$AMGN
$309M
132 positions
#18Weaver Consulting GroupPassive
Notable overlap · 3 shared positions
$JHG$MS$VZ
$420M
275 positions
#19Directional Asset ManagementPassive
Notable overlap · 4 shared positions
$MS$AMGN$UBER$VZ
$109M
90 positions
#20Generation Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$UBER$NKE
$137M
74 positions
#21Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$JHG$AMGN$VZ$NKE$MS
$477M
70 positions
#22BNB Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$REGN$PSX
$156M
90 positions
#23First Financial Group CorpActive
Notable overlap · 3 shared positions
$JHG$NKE$IBM
$122M
80 positions
#24Northwest Financial AdvisorsPassive
Notable overlap · 3 shared positions
$JHG$VZ$IBM
$52M
66 positions
#25Traub Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$CVS$CCZ
$101M
130 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.