13F Pro

Hedge Funds Similar to Fonville Wealth

13F Portfolio OverlapQ2 2026Fonville Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fonville Wealth Management LLC is an institutional investor managing $612M across 147 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 Fonville Wealth are 6th Street Advisors, WESPAC Advisors SoCal, WMG Financial Advisors, with shared positions in $GD, $SO, $PLTR, $ROK, $IBIT, $SPCX. The full ranking of 25 similar funds is below.

#16th Street Advisors, LLCActive
Some overlap · 3 shared positions
$GD$SO$PLTR
$174M
61 positions
#2WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$GD$PLTR$ROK
$560M
122 positions
#3WMG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IBIT$SO$SPCX
$265M
105 positions
#4RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$IBIT$PLTR$SPCX
$151M
89 positions
#5Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IBIT$PLTR$SPCX
$405M
118 positions
#6Mountain Capital Investment Advisors Inc.Smart money
Some overlap · 3 shared positions
$IBIT$PLTR$SPCX
$702M
95 positions
#7Beaumont Asset Management, L.L.C.Smart money
Some overlap · 3 shared positions
$GD$SO$ROK
$257M
79 positions
#8SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$GD$SO$PLTR
$1.2B
332 positions
#9CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$GD$IBIT$ROK
$191M
102 positions
#10Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$IBIT$PLTR$SPCX
$167M
75 positions
#11CAPITAL & PLANNING, LLC
Slight overlap · 3 shared positions
$GD$SO$PLTR
$194M
45 positions
#12ALLEN OPERATIONS LLCSmart money
Slight overlap · 3 shared positions
$IBIT$PLTR$SPCX
$722M
33 positions
#13UDINE WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$IBIT$PLTR$SPCX
$243M
40 positions
#14Fiduciary Wealth Partners, LLCSmart money
Slight overlap · 3 shared positions
$GD$ROK$SO
$182M
69 positions
#15Financial Engines Advisors L.L.C.Active
Slight overlap · 3 shared positions
$IBIT$PLTR$WTW
$56.3B
552 positions
#16Vectors Research Management, LLCPassive
Slight overlap · 3 shared positions
$GD$SO$ROK
$383M
148 positions
#17High Note Wealth, LLCPassive
Slight overlap · 3 shared positions
$GD$PLTR$IBIT
$586M
959 positions
#18Avondale Wealth ManagementActive
Slight overlap · 3 shared positions
$DKNG$PLTR$IBIT
$245M
66 positions
#19Sculptor Capital LPPassive
Slight overlap · 3 shared positions
$SO$PLTR$SPCX
$12.3B
407 positions
#20Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$IBIT$PLTR$SPCX
$508M
137 positions
#21Zinnia Wealth Advisory, LLCPassive
Slight overlap · 3 shared positions
$SO$GD$IBIT
$98M
97 positions
#22Convergence Financial, LLCPassive
Slight overlap · 3 shared positions
$IBIT$SPCX$PLTR
$1.3B
272 positions
#23WATERSHED PRIVATE WEALTH LLCActive
Slight overlap · 3 shared positions
$IBIT$ROK$PLTR
$355M
120 positions
#24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Slight overlap · 3 shared positions
$GD$PLTR$ROK
$83.9B
3,165 positions
#25SUCCESSION FINANCIAL, INC.Active
Slight overlap · 3 shared positions
$GD$PLTR$SPCX
$105M
50 positions

Compare Fonville Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Fonville Wealth’s holdings

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.