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 Flagship Private Wealth

13F Portfolio OverlapQ2 2026Flagship Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Flagship Private Wealth, LLC is an institutional investor managing $283M across 116 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 Flagship Private Wealth are Creekside Partners, AMICA MUTUAL INSURANCE, MBE Wealth, with shared positions in $STT, $PDI, $DOV, $MCD, $MDY, $ENTG. The full ranking of 25 similar funds is below.

#1Creekside PartnersPassive

Some overlap · 5 shared positions

$STT $PDI $DOV $MCD $MDY

$276M

193 positions

#2AMICA MUTUAL INSURANCE COActive

Some overlap · 4 shared positions

$STT $ENTG $AXP $MCD

$1.2B

142 positions

#3MBE Wealth Management, LLCActive

Some overlap · 3 shared positions

$ASTS $DOV $MCD

$284M

170 positions

#4Miller Capital Partners, Inc.Active

Slight overlap · 4 shared positions

$ENTG $AXP $DELL $MCD

$257M

258 positions

#5L & S Advisors IncPassive

Slight overlap · 3 shared positions

$STT $AXP $DELL

$967M

236 positions

#6Horizon Investment Services, LLCPassive

Slight overlap · 3 shared positions

$STT $AXP $DELL

$360M

143 positions

#7Asset Management Group, Inc.Passive

Slight overlap · 4 shared positions

$STT $DELL $DOV $MDY

$683M

137 positions

#8IHT Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$ASTS $STT $MCD

$4.7B

1,237 positions

#9Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Slight overlap · 5 shared positions

$PDI $WPC $STT $DELL $AXP

$3.8B

787 positions

#10American Capital Advisory, LLCPassive

Slight overlap · 3 shared positions

$STT $ASTS $MDY

$275M

1,164 positions

#11HALL CAPITAL MANAGEMENT CO INCPassive

Slight overlap · 3 shared positions

$STT $AXP $MCD

$321M

107 positions

#12Millington Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$STT $AXP $MCD

$254M

128 positions

#13Lorne Steinberg Wealth Management Inc.Passive

Slight overlap · 3 shared positions

$STT $AXP $MCD

$487M

72 positions

#14Stegner Investment Associates Inc.Smart money

Slight overlap · 3 shared positions

$STT $AXP $MCD

$210M

31 positions

#15Olistico Wealth, LLCPassive

Slight overlap · 4 shared positions

$AXP $DELL $DOV $MCD

$234M

334 positions

#16Ascension Capital Advisors, Inc.Active

Slight overlap · 4 shared positions

$AXP $DELL $DOV $MCD

$356M

97 positions

#17Powerhouse Assets LLCSmart money

Slight overlap · 4 shared positions

$STT $DOV $MCD $MDY

$123M

57 positions

#18American National Bank of TexasActive

Slight overlap · 4 shared positions

$STT $DOV $MCD $MDY

$110M

56 positions

#19FAS Wealth Partners, Inc.Active

Slight overlap · 3 shared positions

$STT $ASTS $DOV

$1.9B

520 positions

#20Copia Wealth Management

Slight overlap · 3 shared positions

$STT $PCT $DOV

$166M

570 positions

#21Demars Financial Group, LLCActive

Slight overlap · 3 shared positions

$STT $DELL $WPC

$361M

113 positions

#22TOEWS CORP /ADVActive

Slight overlap · 3 shared positions

$STT $DELL $DOV

$686M

151 positions

#23Stonebrook Private Inc.Passive

Slight overlap · 3 shared positions

$STT $AXP $MCD

$548M

271 positions

#24Sharkey, Howes & JaverActive

Slight overlap · 4 shared positions

$AXP $DELL $DOV $STT

$829M

163 positions

#25FIRST INTERSTATE BANKActive

Slight overlap · 3 shared positions

$STT $AXP $MCD

$1.9B

196 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.