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Hedge Funds Similar to Flatrock Wealth Partners

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

Flatrock Wealth Partners LLC is an institutional investor managing $255M across 173 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 Flatrock Wealth Partners are Bellars Harris Wealth, Williamson Legacy Group, SMART Wealth, with shared positions in $CTRE, $FIX, $TJX, $BMY, $CIEN, $C. The full ranking of 25 similar funds is below.

#1Bellars Harris Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CTRE$FIX$TJX$BMY
$491M
96 positions
#2Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$CIEN$C$WDC
$201M
75 positions
#3SMART Wealth LLCPassive
Some overlap · 3 shared positions
$CIEN$C$WDC
$464M
222 positions
#4Teza Capital Management LLCPassive
Some overlap · 3 shared positions
$CIEN$C$WDC
$112M
261 positions
#5FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 3 shared positions
$CIEN$C$TJX
$1.3B
201 positions
#6Williams Jones Wealth Management, LLC.Active
Slight overlap · 3 shared positions
$DOV$CIEN$TJX
$8.9B
547 positions
#7QP WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$CIEN$WDC$CB
$67M
71 positions
#8Fedenia Advisers LLCActive
Slight overlap · 3 shared positions
$CIEN$FIX$WDC
$425M
121 positions
#9Essential Partners LLCPassive
Slight overlap · 6 shared positions
$FIX$DOV$WDC$CB$BMY$TJX
$219M
2,852 positions
#10Sivia Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$DOV$FIX$WDC$CB
$822M
540 positions
#11Kovitz Investment Group Partners, LLCPassive
Slight overlap · 4 shared positions
$CIEN$C$FIX$BMY
$4.5B
478 positions
#12PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$CIEN$FIX$WDC
$389M
77 positions
#13NAVELLIER & ASSOCIATES INCPassive
Slight overlap · 3 shared positions
$CIEN$ESLT$FIX
$1.3B
322 positions
#14Cogent Private Wealth, Inc.Active
Slight overlap · 3 shared positions
$DOV$C$WDC
$160M
117 positions
#15Caerus Investment Advisors, LLCPassive
Slight overlap · 5 shared positions
$CIEN$FIX$WDC$CB$BMY
$300M
339 positions
#16McKinley Carter Wealth Services, Inc.Active
Slight overlap · 3 shared positions
$DOV$C$TJX
$2.0B
323 positions
#17Ameliora Wealth Management Ltd.Passive
Slight overlap · 3 shared positions
$DOV$C$TJX
$350M
239 positions
#18CFS Investment Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$DOV$C$CB
$1.5B
361 positions
#19NWF Advisory Services Inc.Passive
Slight overlap · 3 shared positions
$DOV$C$CB
$1.1B
439 positions
#20Englebert Financial Advisers, LLCActive
Slight overlap · 3 shared positions
$CIEN$FIX$WDC
$101M
62 positions
#21JDH Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$FIX$WDC
$165M
59 positions
#22C M BIDWELL & ASSOCIATES LTDPassive
Slight overlap · 3 shared positions
$DOV$FIX$WDC
$245M
494 positions
#23THOMPSON DAVIS & CO., INC.Active
Slight overlap · 3 shared positions
$DOV$FIX$CB
$167M
168 positions
#24NORTHWEST WEALTH MANAGEMENT, LLCActive
Slight overlap · 5 shared positions
$FIX$WDC$DOV$CB$BMY
$758M
265 positions
#25Bull Harbor Capital LLCPassive
Slight overlap · 5 shared positions
$FIX$WDC$TJX$CB$BMY
$513M
552 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.