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 Fairway Wealth

13F Portfolio OverlapQ2 2026Fairway Wealth portfolio →

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Most similar hedge funds by 13F overlap

Fairway Wealth LLC is an institutional investor managing $437M across 239 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 Fairway Wealth are NORTH POINT PORTFOLIO MANAGERS, HUDSON EDGE INVESTMENT PARTNERS, PKS Advisory Services, with shared positions in $RPM, $TPL, $DOV, $STT, $HBAN, $C. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Slight overlap · 3 shared positions

$RPM $TPL $DOV

$595M

264 positions

#2HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 6 shared positions

$RPM $STT $HBAN $C $SJM $DOV

$732M

123 positions

#3PKS Advisory Services, LLCPassive

Slight overlap · 7 shared positions

$STT $CEF $PHYS $TPL $IBIT $MDY

$624M

377 positions

#4Alliance Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$TDG $STT $DIS

$317M

174 positions

#5Hixon Zuercher, LLCPassive

Slight overlap · 3 shared positions

$TDG $PGR $DIS

$347M

92 positions

#6MCDONALD PARTNERS LLCPassive

Slight overlap · 4 shared positions

$RPM $PGR $C $SJM

$412M

621 positions

#7Phraction Management LLCActive

Slight overlap · 3 shared positions

$TDG $PHYS $IBIT

$545M

67 positions

#8MATAURO, LLCActive

Slight overlap · 4 shared positions

$STT $CEF $PHYS $IBIT

$756M

158 positions

#93EDGE Asset Management, LPActive

Slight overlap · 6 shared positions

$STT $CEF $PHYS $MDY $BITB $DOV

$2.2B

94 positions

#10One Capital Management, LLCActive

Slight overlap · 3 shared positions

$RPM $D $C

$3.6B

522 positions

#11BALANCED WEALTH GROUP LLCActive

Slight overlap · 3 shared positions

$STT $PGR $HBAN

$316M

78 positions

#12Adams Wealth ManagementActive

Slight overlap · 3 shared positions

$STT $PGR $D

$522M

147 positions

#13CacheTech Inc.Passive

Slight overlap · 3 shared positions

$STT $PGR $D

$618M

169 positions

#14Dogwood Wealth Management LLCPassive

Slight overlap · 3 shared positions

$TDG $PGR $CEF

$253M

851 positions

#15Pacific Sage Partners, LLCActive

Slight overlap · 3 shared positions

$PGR $CEF $PHYS

$772M

144 positions

#16Douglass Winthrop Advisors, LLCActive

Slight overlap · 3 shared positions

$TDG $TPL $DOV

$5.8B

308 positions

#17J2 Capital Management IncActive

Slight overlap · 4 shared positions

$PGR $PHYS $IBIT $VZ

$158M

119 positions

#18Asset Planning,IncPassive

Slight overlap · 3 shared positions

$TDG $VZ $C

$152M

327 positions

#19GKV Capital Management Co., Inc.Passive

Slight overlap · 3 shared positions

$TDG $VZ $C

$310M

83 positions

#20Winter & Associates, Inc.Active

Slight overlap · 3 shared positions

$STT $PGR $MDY

$139M

81 positions

#21Independent Family Office, LLCActive

Slight overlap · 4 shared positions

$CEF $PGR $PHYS $IBIT

$249M

85 positions

#22Unifi Asset Management LPActive

Slight overlap · 3 shared positions

$TDG $VZ $DIS

$251M

62 positions

#23WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Slight overlap · 4 shared positions

$STT $PHYS $IBIT $MDY

$911M

99 positions

#24MATRIX PRIVATE CAPITAL GROUP LLCActive

Slight overlap · 4 shared positions

$STT $PHYS $IBIT $VZ

$230M

143 positions

#25Sandbox Financial Partners, LLC

Slight overlap · 4 shared positions

$STT $TPL $IBIT $VZ

$356M

117 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.