Hedge Funds Similar to FMA Wealth

13F Portfolio OverlapQ3 2026FMA Wealth portfolio →

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Most similar hedge funds by 13F overlap

FMA Wealth Management, LLC is an institutional investor managing $159M across 42 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FMA Wealth are JOHN G ULLMAN & ASSOCIATES, Peak Asset, Presper Financial Architects, with shared positions in $EMR, $NEE, $DIS, $BAH, $CHKP. The full ranking of 15 similar funds is below.

#1JOHN G ULLMAN & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$824M

181 positions

#2Peak Asset Management, LLCPassive

Some overlap · 3 shared positions

$680M

181 positions

#3Presper Financial Architects, LLCSmart money

Some overlap · 3 shared positions

$192M

55 positions

#4Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 3 shared positions

$NEE $CHKP $DIS

$1.0B

765 positions

#5ORBA Wealth Advisors, L.L.C.Active

Some overlap · 3 shared positions

$117M

81 positions

#6EDMOND DE ROTHSCHILD HOLDING S.A.Passive

Some overlap · 3 shared positions

$CHKP $BAH $NEE

$7.6B

605 positions

#7LS Investment Advisors, LLCActive

Some overlap · 3 shared positions

$746M

128 positions

#8Partnership Wealth Management, LLCActive

Some overlap · 3 shared positions

$140M

67 positions

#9Monetary Solutions, LtdActive

Slight overlap · 3 shared positions

$117M

636 positions

#10Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$288M

251 positions

#11DOVER ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$244M

153 positions

#12PROFFITT & GOODSON INCActive

Slight overlap · 3 shared positions

$728M

298 positions

#13Kroeger Financial PartnersActive

Slight overlap · 3 shared positions

$101M

129 positions

#14CHAPIN DAVIS, INC.Passive

Slight overlap · 3 shared positions

$520M

258 positions

#15CRA Financial Services, LLCPassive

Slight overlap · 3 shared positions

$904M

329 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.