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Hedge Funds Similar to Fountainhead AM

13F Portfolio OverlapQ2 2026Fountainhead AM portfolio →
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Most similar hedge funds by 13F overlap

Fountainhead AM, LLC is an institutional investor managing $135M across 221 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 Fountainhead AM are January Advisors, Arlington Financial Advisors, DV EQUITIES, with shared positions in $AMGN, $WDC, $SNDK, $STX, $NVO, $BX. The full ranking of 25 similar funds is below.

#1January Capital Advisors LLC
Notable overlap · 3 shared positions
$AMGN$WDC$SNDK
$120M
55 positions
#2Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$STX$SNDK$WDC
$787M
107 positions
#3DV EQUITIES, LLCActive
Some overlap · 4 shared positions
$NVO$WDC$STX$SNDK
$698M
107 positions
#4Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$AMGN$NVO$SNDK
$255M
278 positions
#5BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AMGN$BX$CRWD
$247M
74 positions
#6R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$AMGN$CRWD$PLTR
$133M
47 positions
#7Fusion Capital, LLCActive
Some overlap · 3 shared positions
$AMGN$VLO$CRWD
$430M
112 positions
#8StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$AMGN$BX$PLTR
$351M
267 positions
#9Range Financial Group LLCPassive
Some overlap · 5 shared positions
$AMGN$NVO$STX$WDC$SNDK
$366M
206 positions
#10Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$AMGN$BMO$STX$WDC$VLO
$1.0B
204 positions
#11ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$AMGN$BX$PLTR
$169M
64 positions
#12OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$AMGN$BX$PLTR
$329M
323 positions
#13Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$AMGN$STX$VLO
$229M
166 positions
#14Resolute Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$AMGN$BX$PLTR$SNDK
$258M
132 positions
#15BROWN, LISLE/CUMMINGS, INC.
Some overlap · 3 shared positions
$AMGN$BX$NVO
$400M
1,021 positions
#16Community Bank & Trust, Waco, TexasActive
Some overlap · 5 shared positions
$BX$STX$AMGN$VLO$PFH
$555M
168 positions
#17Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$AMGN$BX$STX
$145M
104 positions
#18ROMANO BROTHERS AND COMPANYPassive
Some overlap · 5 shared positions
$BMO$AMGN$STX$WDC$SNDK
$994M
331 positions
#19Directional Asset ManagementPassive
Some overlap · 3 shared positions
$AMGN$NVO$CRWD
$118M
94 positions
#20ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$BX$STX$NVO$WDC
$2.3B
181 positions
#21Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$PLTR$CRWD
$169M
35 positions
#22White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BX$AMGN$NVO$PLTR
$143M
89 positions
#23STANCE CAPITAL LLCPassive
Some overlap · 4 shared positions
$AMGN$STX$WDC$SNDK
$328M
340 positions
#24Granite Bay Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$BX$CRWD
$1.1B
170 positions
#25Trinity Legacy Partners, LLCPassive
Some overlap · 3 shared positions
$AMGN$STX$VLO
$500M
110 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.