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Hedge Funds Similar to Fingerlakes Wealth

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

Fingerlakes Wealth Management, Inc. is an institutional investor managing $186M across 101 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 Fingerlakes Wealth are First Fiduciary Investment Counsel, Wilson & Boucher, WOODLEY FARRA MANION PORTFOLIO, with shared positions in $LOW, $NEE, $MCD, $EQIX, $LMT, $MDLZ. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 6 shared positions
$LOW$NEE$MCD$EQIX$LMT$MDLZ
$529M
75 positions
#2Wilson & Boucher Capital Management, LLC
Some overlap · 3 shared positions
$DOV$NEE$LOW
$170M
121 positions
#3WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$NEE$LMT
$2.1B
131 positions
#4Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$DOV$LOW$NEE$MCD
$208M
86 positions
#5Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$NEE$LOW$MCD$DOV
$474M
110 positions
#6Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$NEE$CSX$MCD$LMT
$227M
73 positions
#7S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$NEE$LOW$EQIX$LMT
$379M
88 positions
#8WBH ADVISORY INCPassive
Some overlap · 5 shared positions
$DOV$MCD$CSX$GLW$STT
$1.5B
363 positions
#9Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$MCD$CSX$MUFG
$568M
133 positions
#10PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$DOV$MCD$NEE$LOW
$216M
110 positions
#11AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$CSX$LOW$MCD
$832M
230 positions
#12Affiance Financial, LLCSmart money
Some overlap · 4 shared positions
$DOV$MCD$LMT$MUFG
$695M
111 positions
#13Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$NEE$CSX$MDLZ
$1.1B
106 positions
#14Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$NEE$LOW$LMT
$181M
50 positions
#15Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$LOW$GLW
$1.2B
127 positions
#16Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$MCD$CSX
$300M
68 positions
#17Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$LOW$CSX$GLW
$126M
73 positions
#18Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$GLW$MCD$NEE
$212M
171 positions
#19Ironwood Financial, llcActive
Some overlap · 4 shared positions
$DOV$LOW$MCD$LMT
$639M
179 positions
#20Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$MCD$NEE$STT
$276M
193 positions
#21Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$CSX$NEE$GLW$LMT
$239M
126 positions
#22STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NEE$DOV$CSX
$592M
181 positions
#23BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$NEE$CSX$MCD$LMT$BTI
$404M
99 positions
#24FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$NEE$LOW$LMT
$383M
74 positions
#25Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DOV$NEE$LMT
$110M
73 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.