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Hedge Funds Similar to FULCRUM WEALTH ADVISORS

13F Portfolio OverlapQ2 2026FULCRUM WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FULCRUM WEALTH ADVISORS, LLC is an institutional investor managing $131M across 81 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 FULCRUM WEALTH ADVISORS are Mountain Lake Investment, Almanack Investment Partners, Meixler Investment , Ltd., with shared positions in $SGOL, $PHYS, $ET, $SPCX, $HON, $HONA. The full ranking of 25 similar funds is below.

#1Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$SGOL$PHYS$ET
$161M
31 positions
#2Almanack Investment Partners, LLC.Active
Notable overlap · 3 shared positions
$SGOL$SPCX$ET
$785M
321 positions
#3Meixler Investment Management, Ltd.Passive
Notable overlap · 4 shared positions
$PHYS$HON$HONA$ET
$181M
90 positions
#4MATAURO, LLCActive
Notable overlap · 4 shared positions
$PHYS$SGOL$HON$HONA
$756M
158 positions
#5Pekin Hardy Strauss, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$MUFG$ET
$1.1B
511 positions
#6SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$HON$HONA
$524M
174 positions
#7O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$PHYS$HONA$CMI
$362M
141 positions
#8Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MCK$PFE$HON$HONA
$181M
50 positions
#9Madson Wealth Advisors IncActive
Some overlap · 5 shared positions
$AZN$SGOL$CMI$HON$HONA
$147M
97 positions
#10Kassira Wealth Management LLCPassive
Some overlap · 6 shared positions
$PFE$HON$HONA$BA$FAST$CMI
$125M
64 positions
#11Midwest Financial Partners Investments, Inc.Active
Some overlap · 4 shared positions
$MUFG$HON$HONA$BA
$241M
80 positions
#12HILLTOP WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$MUFG$MCK$ET
$202M
74 positions
#13Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$PHYS$PFE$FAST
$364M
134 positions
#14Unisphere EstablishmentActive
Some overlap · 4 shared positions
$PFE$HON$HONA$SPCX
$11.7B
56 positions
#15Private Wealth Partners, LLCActive
Some overlap · 4 shared positions
$MCK$HON$HONA$PFE
$1.4B
183 positions
#16Orca Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AZN$CMI$HON$HONA
$167M
83 positions
#17A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$PHYS$SGOL$AZN
$156M
104 positions
#18Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$MCK$PFE$BA
$1.0B
765 positions
#19Titan Investment Solutions LtdActive
Some overlap · 4 shared positions
$MCK$CMI$FAST$BKNG
$894M
60 positions
#20Axiom Investment Management LLCPassive
Some overlap · 5 shared positions
$PFE$HON$HONA$ET$TEVA
$150M
528 positions
#21Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$AZN$HON$HONA
$186M
61 positions
#22Clayton Partners LLCPassive
Some overlap · 3 shared positions
$AZN$HON$HONA
$152M
44 positions
#23WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZN$HON$HONA
$2.1B
131 positions
#24Haverford Financial Services, Inc.Active
Some overlap · 3 shared positions
$MCK$HON$HONA
$339M
49 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$AZN$SGOL$MUFG
$802M
151 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.