What hedge funds are most similar to FSB PREMIER WEALTH MANAGEMENT, INC.?

The funds with the most similar 13F portfolios to FSB PREMIER WEALTH MANAGEMENT, INC. are ProVise Group,, CULLEN INVESTMENT GROUP, LTD., SPWM Advisors, 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 FSB PREMIER WEALTH ,

13F Portfolio OverlapQ1 2026FSB PREMIER WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

FSB PREMIER WEALTH MANAGEMENT, INC. is an institutional investor managing $319M across 251 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 FSB PREMIER WEALTH , are ProVise Group,, CULLEN INVESTMENT GROUP, LTD., SPWM Advisors, with shared positions in $PM, $SCHW, $AMAT, $COP, $WFC, $BKNG. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive

Notable overlap · 18 shared positions

$PM $SCHW $AMAT $COP $WFC $BKNG

$1.4B

261 positions

#2CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 14 shared positions

$PM $DE $GD $SCHW $WFC $ADI

$758M

179 positions

#3SPWM Advisors LLCPassive

Notable overlap · 15 shared positions

$PM $SCHW $AMAT $BKNG $ADI $WFC

$115M

93 positions

#4Meriwether Wealth & Planning, LLCActive

Notable overlap · 16 shared positions

$BKNG $SCHW $COP $AMAT $GD $CCZ

$183M

126 positions

#5CRUX WEALTH ADVISORSPassive

Notable overlap · 13 shared positions

$SCHW $PM $AMAT $BKNG $COP $ADI

$261M

181 positions

#6TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 10 shared positions

$PM $SCHW $AMAT $BKNG $WFC $COP

$132M

96 positions

#7Tranquilli Financial Advisor LLCPassive

Notable overlap · 13 shared positions

$SCHW $BKNG $COP $PM $GMM $WFC

$171M

132 positions

#8Cullen Capital Management, LLCActive

Notable overlap · 10 shared positions

$PM $GD $COP $NVS $CCZ $MDT

$9.8B

213 positions

#9Van Diest Capital, LLCPassive

Notable overlap · 9 shared positions

$SCHW $AMAT $PM $WFC $BKNG $BDX

$127M

190 positions

#10FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Notable overlap · 9 shared positions

$PM $SCHW $MDT $DE $AMAT $BDX

$18.1B

418 positions

#11Keystone Financial ServicesPassive

Notable overlap · 17 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$341M

119 positions

#12Voya Financial Advisors, Inc.Active

Notable overlap · 14 shared positions

$SCHW $PM $AMAT $WFC $BKNG $MDT

$1.0B

209 positions

#13CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$DE $SCHW $AMAT $__PARK_1390777 $MDT

$1.4B

80 positions

#14Peoples Bank/KSPassive

Some overlap · 7 shared positions

$GD $WFC $ADI $__PARK_1390777 $NVS $MCK

$99M

99 positions

#15Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$DE $GD $AMAT $ADI $OMC

$184M

32 positions

#16Advisory Resource GroupPassive

Some overlap · 6 shared positions

$SCHW $GD $AMAT $COP $FITB $GMM

$581M

172 positions

#17Mengis Capital Management, Inc.Passive

Some overlap · 6 shared positions

$DE $PM $NVS $MDT $SCHW $BAC

$581M

212 positions

#18HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$SCHW $PM $COP $BKNG $WFC $AMAT

$293M

166 positions

#19Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 5 shared positions

$DE $SCHW $AMAT $__PARK_1390777 $MDT

$101M

307 positions

#20Cardinal Capital Management, Inc.Active

Some overlap · 7 shared positions

$AMAT $WFC $BKNG $MDT $BDX $UL

$3.7B

66 positions

#21Cascade Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$SCHW $AMAT $COP $NVS $MDT $SNY

$169M

116 positions

#22ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$SCHW $GD $AMAT $WFC $ADI

$112M

102 positions

#23Vivaldi Capital Management LPPassive

Some overlap · 6 shared positions

$SCHW $AMAT $__PARK_1390777 $DE $MDT $GMM

$723M

290 positions

#24EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$GD $SCHW $COP $WFC $CCZ $BAC

$1.4B

56 positions

#25Cohen Capital Management, Inc.Passive

Some overlap · 4 shared positions

$DE $SCHW $AMAT $NVS

$644M

154 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.