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Hedge Funds Similar to Fullerton Advisors,

13F Portfolio OverlapQ1 2026Fullerton Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Fullerton Advisors, LLC is an institutional investor managing $97M across 53 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 Fullerton Advisors, are Cascade Wealth Advisors,, Family CFO, FIDELIS iM,, with shared positions in $HUM, $TMO, $COP, $UPST, $USB, $MKL. The full ranking of 25 similar funds is below.

#1Cascade Wealth Advisors, IncActive
Notable overlap · 5 shared positions
$HUM$TMO$COP$UPST$USB
$228M
60 positions
#2Family CFO IncActive
Notable overlap · 4 shared positions
$HUM$MKL$USB$SCHW
$223M
41 positions
#3FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$HUM$COP$SCHW
$264M
25 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$HUM$COP$UPST$USB$SCHW
$350M
95 positions
#5GEN Financial Management, INC.Active
Notable overlap · 3 shared positions
$HUM$UPST$SCHW
$162M
51 positions
#6Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$HUM$GMM$GEV
$116M
80 positions
#7SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$HUM$USB$SCHW$GEV$MKL
$272M
554 positions
#8KITCHING PARTNERS, LLCActive
Notable overlap · 3 shared positions
$HUM$UPST$GSAT
$109M
40 positions
#9Ariston Services GroupActive
Notable overlap · 4 shared positions
$HUM$SCHW$COP$TMO
$167M
71 positions
#10Keystone Financial Group, Inc.Active
Notable overlap · 4 shared positions
$HUM$ALPS$DHR$SCHW
$192M
134 positions
#11STUDIO INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$HUM$UPST$COP
$547M
180 positions
#12Firestone Capital ManagementPassive
Notable overlap · 6 shared positions
$HUM$COP$MKL$SCHW$USB$DHR
$480M
160 positions
#13PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$HUM$COP$USB
$198M
106 positions
#14Mittelman Wealth ManagementActive
Notable overlap · 3 shared positions
$HUM$UPST$GEV
$160M
52 positions
#15Juno Financial Group LLCActive
Notable overlap · 3 shared positions
$HUM$SCHW$DHR
$255M
70 positions
#16Wingate Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$HUM$UPST$GEV
$187M
121 positions
#17ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$HUM$SCHW$MKL
$753M
159 positions
#18Noble Family Wealth, LLCActive
Notable overlap · 3 shared positions
$HUM$MKL$UPST
$484M
76 positions
#19Prodigy Asset Management LLCSmart money
Notable overlap · 3 shared positions
$HUM$GSAT$UPST
$300M
28 positions
#20Whitegate Investment Counselors, Inc.Active
Notable overlap · 5 shared positions
$HUM$COP$MKL$SCHW$UPST
$315M
68 positions
#21Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$HUM$COP$USB$DHR
$98M
68 positions
#22Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$HUM$COP$MKL
$67M
42 positions
#23Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$HUM$COP$UPST$USB
$109M
1,311 positions
#24Hamrick Investment Counsel, llcPassive
Notable overlap · 4 shared positions
$HUM$ALPS$MKL$USB
$180M
359 positions
#25Carr Financial Group CorpPassive
Notable overlap · 3 shared positions
$HUM$COP$DHR
$379M
174 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.