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Hedge Funds Similar to FLYWHEEL PRIVATE WEALTH

13F Portfolio OverlapQ2 2026FLYWHEEL PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

FLYWHEEL PRIVATE WEALTH LLC is an institutional investor managing $203M across 109 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 FLYWHEEL PRIVATE WEALTH are OFC FINANCIAL PLANNING, Washington Advisors, Impact Investors, with shared positions in $IAU, $PWR, $C, $TXN, $APD, $ASML. The full ranking of 25 similar funds is below.

#1OFC FINANCIAL PLANNING, LLCActive
Notable overlap · 4 shared positions
$IAU$PWR$C$TXN
$113M
56 positions
#2Washington Trust Advisors, Inc.Passive
Notable overlap · 4 shared positions
$PWR$APD$ASML$SPGI
$1.3B
724 positions
#3Impact Investors, IncPassive
Notable overlap · 3 shared positions
$PWR$IAU$ASML
$137M
88 positions
#4Alpha Financial Partners, LLCActive
Notable overlap · 3 shared positions
$PWR$IAU$TJX
$190M
118 positions
#5Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$C$PWR
$60M
39 positions
#6SENTINEL TRUST CO LBASmart money
Notable overlap · 6 shared positions
$PWR$IAU$ASML$SPGI$TXN$BLK
$1.1B
136 positions
#7Visionary Wealth AdvisorsPassive
Notable overlap · 5 shared positions
$PWR$AMGN$EMR$PSX$VZ
$2.5B
666 positions
#8CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$PWR$IAU$SPGI$TXN$NVS$TJX
$767M
184 positions
#9LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$C$SPGI$GD$NOW$VZ
$143M
89 positions
#10ANDERSON HOAGLAND & COActive
Some overlap · 4 shared positions
$IAU$C$PWR$ASML
$1.3B
137 positions
#11Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$C$PWR$ASML
$118M
25 positions
#12ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$PWR$BLK$SPGI$TJX$GD
$130M
106 positions
#13CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PWR$BLK$ASML
$78M
44 positions
#14Sarasin & Partners LLPActive
Some overlap · 6 shared positions
$C$PWR$BLK$AMGN$EMR$TXN
$8.5B
94 positions
#15ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$PWR$C$BLK$TXN$AMGN$TJX
$1.7B
652 positions
#16MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 9 shared positions
$APD$BLK$ASML$TXN$AMGN$NVS
$272M
149 positions
#17JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$BLK$C$AMGN$GD
$593M
122 positions
#18Stack Financial Management, IncActive
Some overlap · 3 shared positions
$PWR$EMR$PSX
$1.3B
54 positions
#19Narwhal Capital ManagementActive
Some overlap · 5 shared positions
$IAU$BLK$NVS$GD$NOW
$1.4B
157 positions
#205T Wealth, LLCActive
Some overlap · 4 shared positions
$IAU$C$BLK$PSX
$269M
134 positions
#21PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PWR$C$NOW
$443M
145 positions
#22ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$AMGN$EMR$PSX
$112M
236 positions
#23Braun-Bostich & Associates Inc.Passive
Some overlap · 5 shared positions
$IAU$ASML$BLK$NVS$TJX
$179M
135 positions
#24MBA Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$AMGN$GD$VZ
$297M
166 positions
#25Alpha Zero LLCActive
Some overlap · 5 shared positions
$IAU$TJX$ASML$BLK$PWR
$264M
107 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.