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Hedge Funds Similar to Fairvoy Private Wealth

13F Portfolio OverlapQ2 2026Fairvoy Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Fairvoy Private Wealth, LLC is an institutional investor managing $495M across 200 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 Fairvoy Private Wealth are PeakShares, Retireful, Compass Wealth, with shared positions in $KLAC, $WDC, $CRWD, $TJX, $MCD, $GLW. The full ranking of 25 similar funds is below.

#1PeakShares LLCActive
Notable overlap · 6 shared positions
$KLAC$WDC$CRWD$TJX$MCD$GLW
$134.4B
122 positions
#2Retireful, LLCPassive
Notable overlap · 8 shared positions
$WDC$CRWD$GLW$JBHT$KLAC$MKSI
$107M
81 positions
#3Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$SO$WDC$CRWD$STT$CMI
$251M
74 positions
#4REXFORD CAPITAL INCPassive
Some overlap · 6 shared positions
$KLAC$WDC$GRMN$GD$MCD$GLW
$163M
301 positions
#5OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$SO$CMI$GPC$MCD
$2.7B
54 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$SO$CMI$GLW$NEE
$239M
126 positions
#7CMC Financial GroupActive
Some overlap · 6 shared positions
$WDC$CRWD$TJX$JBHT$GL$ALAB
$52M
45 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CMI$SO$GD$MCD
$233M
122 positions
#9ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 4 shared positions
$SO$WDC$MCHP$NEE
$4.5B
236 positions
#10WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CMI$URI$CRWD$TJX$NEE
$276M
75 positions
#11Portman Square Capital LLPActive
Some overlap · 4 shared positions
$SO$MCHP$WDC$NEE
$2.1B
94 positions
#12Legacy TrustPassive
Some overlap · 5 shared positions
$CMI$URI$KLAC$INCY$WYNN
$566M
210 positions
#13UNITED BANKActive
Some overlap · 5 shared positions
$CMI$KLAC$GD$MCD$GLW
$853M
130 positions
#14Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CMI$GD$CRWD$MCD$GPC
$134M
103 positions
#15ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$KLAC$WDC$CRWD$GD$NEE
$409M
182 positions
#16Providence First Trust CoPassive
Some overlap · 5 shared positions
$WDC$KLAC$CMI$GLW$NEE
$358M
196 positions
#17HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$KLAC$CRWD$TJX$MCD$GD$NEE
$1.7B
479 positions
#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$SO$KLAC$MCD$GD
$390M
103 positions
#19CAPITAL & PLANNING, LLC
Some overlap · 3 shared positions
$SO$GD$MCD
$194M
45 positions
#20Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$CMI$URI$STT$INCY
$489M
619 positions
#21SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$KLAC$URI$CRWD$TJX$NEE
$2.1B
218 positions
#22SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WDC$SO$MCHP$MKSI$NEE
$1.7B
248 positions
#23CGN Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$TJX$CRWD$MCD$GLW
$1.4B
322 positions
#24River Street Advisors LLCPassive
Some overlap · 5 shared positions
$CMI$KLAC$GLW$MCD$NEE
$340M
177 positions
#25Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$KLAC$TJX$MCD$CRWD$ALAB$NEE
$176M
120 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.