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Hedge Funds Similar to Financial Concepts Unlimited,

13F Portfolio OverlapQ1 2026Financial Concepts Unlimited, portfolio →
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Most similar hedge funds by 13F overlap

Financial Concepts Unlimited, Inc. is an institutional investor managing $112M across 44 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 Financial Concepts Unlimited, are Frederick Financial Consultants,, CM WEALTH ADVISORS, Lynch Investment Planning,, with shared positions in $FHI, $MAR, $HUM, $DIA, $MDLZ, $MS. The full ranking of 25 similar funds is below.

#1Frederick Financial Consultants, LLCPassive
Notable overlap · 3 shared positions
$FHI$MAR$HUM
$201M
109 positions
#2CM WEALTH ADVISORS LLCActive
Notable overlap · 3 shared positions
$DIA$MDLZ$HUM
$470M
146 positions
#3Lynch Investment Planning, LLCActive
Notable overlap · 3 shared positions
$DIA$MS$MDLZ
$111M
54 positions
#4Alexis Investment Partners, LLCActive
Notable overlap · 3 shared positions
$DIA$MAR$HUM
$145M
35 positions
#5FOCUSED ALPHA, LLCPassive
Some overlap · 3 shared positions
$FHI$MS$HUM
$324M
247 positions
#6Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$DIA$MS$HUM
$99M
95 positions
#7Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$HUM$MAR
$806M
127 positions
#8Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DIA$MS$MAR$HUM
$151M
97 positions
#9Conservest Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$MS$DIA$HUM$MAR
$1.1B
127 positions
#10Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$MS$MAR$HUM
$352M
649 positions
#11Intellus Advisors LLCActive
Some overlap · 3 shared positions
$FHI$MS$HUM
$732M
125 positions
#12Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$DIA$HUM$AXP
$295M
168 positions
#13Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$MS$MDLZ$HUM
$156M
44 positions
#14Amplius Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$MDLZ$HUM$MS
$1.2B
175 positions
#15FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$MS$MDLZ$DIA$MAR
$1.5B
341 positions
#16Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$MS$DIA$MAR
$272M
204 positions
#17Crumly & Associates Inc.Passive
Some overlap · 3 shared positions
$MS$DIA$AXP
$476M
200 positions
#18Wealth Group LtdSmart money
Some overlap · 4 shared positions
$MS$MDLZ$MAR$HUM
$439M
94 positions
#19FLAGSTAR ADVISORS INC.Passive
Some overlap · 3 shared positions
$MS$DIA$HUM
$276M
174 positions
#20truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$MS$DIA$HUM
$97M
49 positions
#21Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$MS$MDLZ$MAR$HUM
$124M
101 positions
#22Innovative Wealth Building LLCActive
Some overlap · 4 shared positions
$MS$DIA$MAR$HUM
$142M
70 positions
#23Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DIA$MS$HUM
$242M
112 positions
#24Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$MS$MDLZ$HUM
$120M
84 positions
#25Madison Wealth Partners, IncPassive
Some overlap · 4 shared positions
$MS$MDLZ$MAR$HUM
$627M
220 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.