What hedge funds are most similar to Flatrock Wealth Partners LLC?

The funds with the most similar 13F portfolios to Flatrock Wealth Partners LLC are NWF Advisory Services, Merited Wealth,, Shellback ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Flatrock Wealth Partners

13F Portfolio OverlapQ1 2026Flatrock Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Flatrock Wealth Partners LLC is an institutional investor managing $222M across 166 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 Flatrock Wealth Partners are NWF Advisory Services, Merited Wealth,, Shellback ,, with shared positions in $NTRB, $MU, $DOV, $C, $CART, $BMY. The full ranking of 25 similar funds is below.

#1NWF Advisory Services Inc.Passive

Some overlap · 4 shared positions

$NTRB $MU $DOV $C

$886M

411 positions

#2Merited Wealth, LLCPassive

Slight overlap · 3 shared positions

$NTRB $DOV $MU

$121M

79 positions

#3Shellback Capital, LPPassive

Slight overlap · 4 shared positions

$MU $DOV $CART $C

$703M

79 positions

#4Sivia Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$DOV $MU $BMY $TJX

$516M

455 positions

#5TKG Advisors, LLCPassive

Slight overlap · 3 shared positions

$CIEN $MU $C

$242M

89 positions

#6Kassira Wealth Management LLCPassive

Slight overlap · 3 shared positions

$CIEN $NTRB $BMY

$109M

59 positions

#7Evergreen Wealth Solutions, LLCPassive

Slight overlap · 3 shared positions

$CIEN $DOV $NTRB

$1.4B

406 positions

#8Oxford Wealth Group, LLCPassive

Slight overlap · 3 shared positions

$CIEN $NTRB $C

$183M

88 positions

#9Convergence Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$CIEN $MU $BMY

$611M

235 positions

#10Williams Jones Wealth Management, LLC.Active

Slight overlap · 3 shared positions

$CIEN $DOV $TJX

$8.1B

514 positions

#11PETREDIS INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$NTRB $MU $TJX

$1.2B

108 positions

#12Zhang Financial LLCActive

Slight overlap · 3 shared positions

$DOV $NTRB $MU

$2.9B

367 positions

#13Vistica Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$MU $DOV $BMY

$100M

49 positions

#14NAVELLIER & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$CIEN $ESLT $MU

$960M

326 positions

#15Ethos Capital Management, Inc.Active

Slight overlap · 3 shared positions

$NTRB $MU $C

$117M

56 positions

#16TOUNJIAN ADVISORY PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$DOV $MU $C

$277M

150 positions

#17UNIVEST FINANCIAL CorpActive

Slight overlap · 3 shared positions

$MU $NTRB $TJX

$1.8B

254 positions

#18Donoghue Forlines LLCPassive

Slight overlap · 3 shared positions

$CIEN $MU $BMY

$361M

118 positions

#19MACQUARIE GROUP LTDActive

Slight overlap · 4 shared positions

$MU $BMY $TJX $C

$16.8B

813 positions

#20CVFG LLCPassive

Slight overlap · 3 shared positions

$ESLT $MU $CIEN

$804M

239 positions

#21Ameliora Wealth Management Ltd.Passive

Slight overlap · 4 shared positions

$DOV $TJX $C $MU

$314M

232 positions

#22Walser Wealth Management Company, A Ltd Liability CoActive

Slight overlap · 3 shared positions

$CIEN $MU $C

$223M

187 positions

#23Mediolanum International Funds LtdActive

Slight overlap · 4 shared positions

$MU $BMY $TJX $C

$9.4B

431 positions

#24ACADIAN ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MU $BMY $TJX $C

$70M

2,011 positions

#25Cogent Private Wealth, Inc.Passive

Slight overlap · 3 shared positions

$DOV $MU $C

$139M

98 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.